Asset Manager News & Perspectives

January 15, 2018

JLL Income Property Trust Offering Reduces Selling Commission

In its offering registration filed with the SEC on January 12, Jones Lang LaSalle Income Property Trust reduced the dealer manager selling commission payable on its Class A shares to 3.0% from 3.5% in its previous offering filings.

January 15, 2018

American Realty Capital Healthcare Trust III Pays $15.75 Initial Liquidating Distribution

American Realty Capital Healthcare Trust III, Inc.’s filed an 8-K with the SEC on December 26, 2017 reporting that the board of directors of the Company unanimously approved an initial liquidating distribution of $15.75 per share of the Company’s common stock.

January 15, 2018

Exploring Carter Validus Mission Critical REIT’s Change in NAV

Some major portfolio moves, including property sales of over $1 billion since the September 30, 2017, valuation, can be expected to impact share values going forward, and Blue Vault would expect those sales to have a positive impact on future NAV estimates.

January 10, 2018

HPI Real Estate Fund V Fully Subscribed at $115 million

Hamilton Point Investments LLC announced the close of HPI Real Estate Fund V LLC, a Reg D real estate private equity fund that raised $115 million and will acquire, with leverage, approximately $300 million of multifamily apartment properties.

January 10, 2018

House GOP Guns For DOL Fiduciary Rule

GOP leaders, fresh off their tax reform victory, are banking on Washington’s anti-regulation climate to help them pass a rider in a House spending bill that would completely vacate the U.S. Department of Labor’s fiduciary rule.

January 10, 2018

Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets

As the debate on tax reform drags on in Washington -- and will surely continue, even if a final reform bill passes -- retail investors are trying to read the policy changes to determine whether, and how, any tax code changes could impact their portfolios in general. And this certainly includes alternative investments.

January 10, 2018

SmartStop® Self Storage Sponsors Olympic Hopeful Shane Kline

SmartStop Asset Management (SmartStop) announced today that it has sponsored American cyclist and Olympic hopeful Shane Kline through its SmartStop® Self Storage brand.

January 9, 2018

RIAs expect faster asset growth in 2018

Advisers also see another good year for equities, TD Ameritrade survey finds

January 9, 2018

Tax Cuts and Jobs Act: Highlights for the Real Estate Industry

Notably, the Act will significantly impact real estate investors, sponsors and developers, and there are a number of special provisions applicable to REITs and REIT investors. Below is a brief summary of some of the Act’s provisions that are expected to have the greatest effect on the real estate industry.