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Before Q3 Data Arrives: A Q2 REIT Capital Raising and Repurchase Recap
Combined fundraising across 29 nontraded REITs increased 1.6% in Q2, but fund-level results varied. Blue Vault compares fundraising changes and repurchase rates as a baseline for incoming Q3 data.
A Call for Choice in Real Estate Exchange Strategies
Matthew Fries, CEO & President of Inland Real Estate Investment Corporation, explains why traditional 1031 DSTs and strategies with a potential future 721 exchange should be evaluated against each investor’s objectives.
Blue Vault Partners With FLX Networks to Expand Access to Alternatives Intelligence
Blue Vault’s partnership with FLX Networks will bring independent alternatives intelligence to FLX Analytics, expanding access to data that supports market research, investment comparisons, and business planning.
Leitbox Announces Fund Targeting Storage and Industrial Real Estate
Leitbox Storage Partners announced a fund extending its storage strategy into industrial outdoor storage, contractor yards, and industrial flex. The announcement gives advisors a concrete application of the firm’s HALO framework to evaluate.
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ExchangeRight Details 721 Structure of Dow Campus Acquisition
ExchangeRight’s Essential Income REIT provided details on October 27, 2026, about its acquisition of the Dow Texas Innovation Center, a 664,100-square-foot research and...
Hard Assets, Low Obsolescence: Leitbox’s Perspective on HALO Investing
THOUGHT LEADERSHIP From Leitbox Storage Partners | October 2026 An asset can be physical without being resistant to obsolescence. How long its underlying use remains...
Ares Capital Agrees to Acquire MidCap Financial Investment
Ares Capital Corporation and MidCap Financial Investment Corporation announced on October 27, 2026, that they entered into a definitive merger agreement under which Ares...
Bluerock Names Keith Lampi CEO of New Tax Solutions Division
Bluerock announced on October 26, 2026, that it appointed Keith Lampi Chief Executive Officer of Bluerock Tax Solutions, a new division focused on tax-advantaged strategies...
Distributions vs. NAV: What’s Driving Nontraded REIT Total Returns?
Blue Vault Insights | October 27, 2026 A nontraded REIT’s distribution rate can attract attention. But distributions are only one part of the investor’s result. Over a given...
ExchangeRight Announces Full Subscription of $17.8 Million All-Cash DST
ExchangeRight announced the full subscription of Net-Leased All-Cash 20 DST, a debt-free, $17.80 million portfolio of net-leased retail properties. The offering is closed to...
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Blackstone’s Q3 Results Show Diverging Real Estate Performance
Blackstone’s Q3 2026 results highlight differences between opportunistic and Core+ real estate performance—and why strategy matters when comparing investments.
Beyond the REIT Fundraising Leaderboard: Five Questions Every Advisor Should Ask
Fundraising rankings tell only part of a REIT’s story. Blue Vault explores five questions advisors should ask about strategy, returns, investor flows, and risk.
KKR Agrees to Sell Infinity Transportation to Ares for $2.9 Billion
Ares infrastructure and insurance funds have agreed to acquire Infinity Transportation from KKR for approximately $2.9 billion in enterprise value.
Mount Logan Plans to Become Adviser to AFA Asset Based Lending Fund
Mount Logan has agreed to become adviser to the approximately $230 million AFA Asset Based Lending Fund, with closing expected in Q1 2027, subject to approvals.
Where Is REIT Capital Going and How Are Those Funds Performing?
Blue Vault compares Q2 2026 nontraded REIT fundraising with one-year Class I returns, revealing where fundraising and performance rankings overlap—and differ.
Nontraded BDC Redemption Requests Ease but Remain Above Quarterly Limits
Redemption requests among perpetual-life nontraded BDCs averaged 9.8% in the third quarter of 2026, according to reported Fitch Ratings findings. The elevated requests highlight ongoing liquidity considerations for financial advisors.
ExchangeRight REIT Expands Portfolio Through Sponsor DST Transactions
ExchangeRight Essential Income REIT has reportedly acquired two additional sponsor DST portfolios using operating partnership units. Blue Vault examines what these transactions mean for evaluating DST exit strategies.
11 DST Sponsors Providing Historical Performance Data
Blue Vault’s updated October 15 DST datasets identify 11 sponsors represented in historical performance records, including 485 closed-program and 334 full-cycle records. See what changed and why historical transparency matters for advisor due diligence.
CAZ Launches a Growth-Focused GP Stakes Interval Fund
CAZ’s new GP Stakes Growth Fund adds a growth-focused approach alongside its income fund. Blue Vault explains why the launch, investment exposure, and liquidity terms deserve attention.
Blue Owl’s Repurchase Update Puts Liquidity Limits in Focus
Blue Owl’s preliminary third-quarter figures show why a fund’s 5% repurchase limit differs from the portion of an investor’s request fulfilled—and why that distinction matters for liquidity planning.
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