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Alts & Answers: Awakening Wealth Advisors to Private Market Possibilities
As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
Essential Income 4 DST Fully Subscribed, Providing Accelerated Access to the Essential Income REIT
Essential Income 4 DST is a closed offering and is not accepting new investors.
Capital Square Launches Leveraged DST Offering of Build-for-Rent Townhome Community Near Miami Dolphins’ Hard Rock Stadium
The DST seeks to raise equity from accredited investors and has a minimum investment requirement of $50,000.
Of all the nontraded REITs tracked by Blue Vault, which offerings reported the most assets as of June 30, 2025?
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Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
As alternative investments continue to be understood better and utilized more by wealth advisors, it’s becoming more apparent that alternative investments no longer...
11 of the 14 NAV REITs had positive Class I shareholder returns in July 2024
Zach Mersman | Blue Vault Nine of the sixteen continuously offered nontraded REIT programs reported declines in their Class I NAVs per share in July 2024. Five of the...
Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Blue Vault anticipates publishing 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and providing data for four additional REITs with limited operations....
Unlocking Infinite Potential: The Transfer Agent Partner for Global Fund Managers
David Fisher | Phoenix American In the ever-evolving landscape of global finance, investment fund managers face a myriad of challenges and opportunities. The demand for...
Maintaining Strong Relationships With Advisors: A Key To Capital Raising Success
Marketing Intent “Set it in and forget it” isn’t a business strategy, especially when it comes to financial advisors offering your investment products. Many firms make the...
Fed officials uneasy about job market as they get ready for Jackson Hole
Howard Schneider | Reuters Federal Reserve officials gathering at the annual central banking conference in Jackson Hole, Wyoming, this week can take some satisfaction that...
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Blackstone Funds Complete $13 Billion Acquisition of American Campus Communities
Blackstone (NYSE: BX) today announced that Blackstone Core+ perpetual capital vehicles, primarily comprising…
J.P. Morgan Real Estate Income Trust Is the Newest Perpetual-Life NTR
J.P. Morgan’s perpetual life REIT was declared effective by the SEC on July 22, 2022. The $5 billion offering includes shares…
ExchangeRight Fully Subscribes $176 Million Net-Leased Portfolio, Its Largest to Date
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments…
Phoenix American Onboards New Multifamily Real Estate Fund Sponsor Realsource for Fund Administration
Phoenix American is pleased to announce its new fund administration relationship with alternative investment…
Which Company that recently completed a merger with a nontraded REIT has increased its dividends per share every year since going public in 1998?
Which Company that recently completed a merger with a nontraded REIT has increased its dividends per share every year since going public in 1998? Answer: W.P. Carey has increased its dividend every year since going public in 1998. On August 1 it completed the merger...
Blue Vault’s Prospect Capital Corporation Analysis
Prospect Capital Corp. is a publicly traded Business Development Company (“BDC”) that invests in middle-market companies located…
StratCap Acquires Milwaukee Data Center
“We think the relatively predictable rental revenue from the in-place, long-term lease and the continued geographic diversification of our assets will add value to our overall portfolio.”
Adam Lotterman: Broad View of Markets
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Adam Lotterman…
Adam Lotterman: How the Fed can Control Inflation
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Adam Lotterman (Bluerock)…
Adam Lotterman: Industrial Rents
In this video clip from the panel webinar, Can Real Estate Performance be Sustained in a Recession?, Adam Lotterman (Bluerock)…
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