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The latest news in the Alts space
Featured Articles
CAIS Receives Strategic Investment from Hamilton Lane
CAIS Receives Strategic Investment from Hamilton Lane June 28, 2022 | CAIS Latest capital infusion underscores heightened demand for alternative investments access amid growing economic uncertainty CAIS, the leading alternative investment platform, today announced a...
Opportunity Zone Funds: Could Changes Be on the Horizon?
Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer...
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all retail investors to have the same access as accredited investors. A majority of financial...
Bento Engine Scores $1.1 Million in Seed Funding
Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it finds potential advice opportunities for their clients, announced Wednesday that it had raised $1.1...
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II
Urban Catalyst, Silicon Valley’s premier Opportunity Zone Fund, announced that it has raised more than $100 million for its…
KBS Signs New Leasing Agreements with National, Regional and Local Tenants at 427,799 Square-Foot Office Property in Dallas, Texas
KBS, one of the largest investors in commercial real estate, has signed three new lease agreements totaling 24,568 square feet…
JLL Brokers $278 Million Sale of Eight-Property Grocery-Anchored Retail Portfolio
JLL’s Capital Markets group has arranged the $278 million sale of an eight-property, grocery-anchored retail portfolio. The…
Third-Party Information Is Invaluable
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
LODAS Markets Expands Offering
ExchangeRight Fully Subscribes a $109 Million Offering Designed for Economic Resilience
Asset Manager News & Perspectives
ExchangeRight Welcomes Will Powers as National Sales Director
“Will’s extensive experience in capital markets and his proven leadership in building strong relationships align seamlessly with ExchangeRight’s mission and values.” — Warren Thomas, managing partner at ExchangeRight
Service Provider News & Perspectives
Legitimizing Your Firm
Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…
Industry
News
Rental Market Tracker: U.S. Rents Post First Annual Decline in Three Years
The median U.S. asking rent fell 0.4% year over year to $1,937 in March. That’s the first annual decline since March 2020…
Blue Vault
Insights
The Interesting Effects of Changes in Discount Rates and Cap Rate Assumptions on NAVs
A recent article on the differences in appraised values that a certain ex-president owner of commercial property has reported to his mortgage bankers…
Blue Vault
Announcements
Office hours for Christmas holiday
Our office will be closed Tuesday, December 24 through Friday, December 27. We will resume office hours on Monday, December 30…
Inside the Vault
Facts about the alts industry
What is “LIBOR” and how does it relate to the cost of debt for nontraded REITs?
With a sliding scale of selling commissions for volume purchases of nontraded REIT shares, what happens to the net proceeds per share when selling commissions fall?
One nontraded BDC produced a total return of an astounding 28% in 2016, find out who.
Which expense as a percentage of proceeds related to a nontraded REIT public offering goes up dramatically for a typical offering when the offering falls far short of its goal?
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
