Performance- Page 6 of 70

Performance

November 16, 2023

ExchangeRight’s Essential Income REIT Now Tracked by Blue Vault

Warren Thomas, a managing partner at ExchangeRight, shared that this reporting relationship will help educate advisors about the Essential Income REIT's successful performance to date, broadening its reach to more investors who need the kind of stable income that the REIT has historically generated.

October 20, 2023

NAV REITs Report Small Negative Median Total Returns for September

The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to -0.08% in August...

October 19, 2023

Manageable debt, quality assets cushion US public office REITs against headwinds

Aside from their manageable debt position, office REITs also own some of the better assets, given the repositioning efforts undertaken to upgrade portfolios over the last few years, Hafeez said.

October 12, 2023

Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion

Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5 billion in total transactions.

October 10, 2023

ExchangeRight Fully Subscribes a $90.5 Million DST Created for Recession-Resilience

The offering contains 14 properties in 14 markets diversified across 10 states and 9 recession-resilient tenants, including ShopRite, CVS Pharmacy, GIANT Company, BioLife Plasma, Family Dollar, and Hobby Lobby.

October 9, 2023

Bluerock High Income Institutional Credit Fund Logs a Record Approximate +6% Q3 Shareholder Return, an Increase in the Annualized Distribution Rate to 11% and Reaffirms its Positive Forward Outlook for the Senior Secured Loan Sector

Notably, the Bluerock High Income Institutional Credit Fund’s underlying portfolio is currently comprised of 96% senior secured loans, the highest position in a corporate capital stack and are 99% floating rate in nature.

October 3, 2023

Which nontraded REIT program recorded positive monthly total returns for each month from April 2023 thru July 2023?

The REIT averaged...

August 30, 2023

A Curious Look at Commercial Real Estate Cap Rates

In this article we ask the question, “Which came first, the market value or the cap rate?" Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each…

August 23, 2023

Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?

In July, Blackstone BX reported that it had surpassed $1 trillion in total assets under management during the second quarter of 2023, being the first alternative asset manager to cross that threshold. A bit of background to start: “Alternative asset management” is an umbrella term for asset managers that specialize in private market investment strategies like private…