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Upcoming Q2 2025 Filing Deadlines

Upcoming Q2 2025 Filing Deadlines

The upcoming SEC filing deadlines for the period ending June 30, 2025, are: • Nontraded REITs and Nontraded BDCs must file their reports by Wednesday, August 14, 2025. •...

Alts Marketing: Mistakes Are Costly

Alts Marketing: Mistakes Are Costly

Marketing Intent Alts marketing isn’t just about refined brochures or highly designed websites, it’s about trust, credibility, and making sure your story is being told in...

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Higher Interest Rates and Nontraded REIT Refinancing

As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%…These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”

Rethinking Marketing To Advisors: A Tailored Approach

“It’s about being laser-focused. Targeting those genuinely intrigued by your offerings not only boosts your ROI but also increases the chances of them sharing your insights within their networks.”

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