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Blue Vault Q1 2026 Nontraded REIT and BDC Industry Reviews are Available
Find impactful industry metrics in the newly published Industry Reviews.
Blue Vault 2026 Alternative Investments Outlook and Select Sector Reports
Blue Vault’s 2026 Alternative Investments Outlook provides market insights, sector analysis, and perspectives from leading alternative investment sponsors.
All Blue Vault Q1 2026 Nontraded REIT Performance Reports are Now Available
Blue Vault has published all 40 Nontraded REIT Individual Performance Pages for Q1 2026.
Carlyle Announces Expansion of its Capabilities in the Aerospace, Defense & Government and Industrial Sectors Through a Dedicated Middle-Market Platform
Carlyle has invested across the Aerospace, Defense, Government and Industrial sectors for more than 35 years.
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Recent News
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Answer: Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, only one new nontraded REIT has entered the market this year: StratCap Digital Infrastructure...
Why Choose a REIT Over Other Investment Vehicles?
As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and...
It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. ExchangeRight’s Warren Thomas shares how a combination of key metrics provides a fuller, more accurate...
Of the nontraded BDCs tracked by Blue Vault, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest (and identical) annual management fee in Q2 2025. What was their fee?
Answer: In the second quarter of 2025, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest annual management fee of all nontraded...
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by H.I.G. Capital (H.I.G.), a leading global alternative investments firm with $70 billion of capital...
Eagle Point and Apple Bank Establish Newton Commercial Finance, a New Platform for Infrastructure Project and Equipment Financing
Eagle Point Eagle Point Credit Management LLC (“Eagle Point”), a private credit investment manager and Apple Bank, a New York–based regional bank providing consumer,...
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Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick walks through some of the metrics her firm uses to evaluate asset managers.
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023?
Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023? Answer: The five REITs with the highest distribution yields among the closed REITs as of March 31, 2023, were Lightstone Value Plus REIT I, Procaccianti...
West Coast Cities Slam Brakes on Housing Production Amid Worsening Crisis
Up and down the West Coast apartment construction sites are falling quiet despite high demand in a worsening housing shortage. Fewer multifamily projects have broken ground this year from Seattle to San Diego in one of the slowest starts to apartment construction in a decade. In San Jose, no apartments have broken ground after more than 7,000 started construction last year. In Seattle, 3,433 apartments started building in the first six months, a drop of nearly 60% from the same time last year.
Public Storage to acquire Simply Self Storage for $2.2 billion
Self-storage operator Public Storage (PSA.N) said on Monday it has entered a deal to buy Simply Self Storage from Blackstone Real Estate Income Trust (BREIT) for $2.2 billion, as it looks to expand its market presence. Demand for storage space has waned from the heights of the pandemic, as people return to offices, and some analysts expect more consolidation in the sector….
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
One of the unique aspects of REITs is the large, actively managed, dedicated REIT investment community; actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.
PetSmart’s Owner Sells Minority Stake to Apollo
BC Partners has agreed to sell a minority stake of its PetSmart holdings to funds managed by affiliates of Apollo…
Why Blackstone Was Able To Turn Simply Self Storage Into an Extra $1 Billion in Under Three Years
Blackstone Real Estate Income Trust’s deal to sell Simply Self Storage to Public Storage for $2.2 billion signals more than the seller collecting $1 billion over what it paid less than three years ago. It also indicates optimism about long-term self-storage demand in certain parts of the country didn’t ease with the pandemic…
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
NAV REITs Report Flat Median Total Returns for June
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was just 0.01% in June, compared to negative 0.46% in May. Eight of the 16 reported positive total returns. This is the first month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return, albeit a very small one. Year-to-date in 2023, the median total return for the 16 REITs was negative 2.94%. By contrast, the S&P 500 Index total return over the same six-month period was 16.89% and the NAREIT All Equity REIT Index total return was 2.97%.
Q1 2023
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