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2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
Blue Vault Q1 2025 Full Nontraded REIT Industry Review is Published
The Q1 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. In additional to 38 Individual Performance Pages (IPPs), the full review looks at industry statistics such as current quarter and historic capital raise, debt ratios, YTD interest coverage ratio, median distribution yields, and much more.
In the first quarter of 2025, what was the nontraded BDC industry’s average distribution yield?
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Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships
Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”
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Recent News
NAV REITs Report Negative Median Total Returns for April
NAV REITs Report Negative Median Total Returns for April May 25, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
Jim Sprow: Total Front Load Before Expenses for Class T Shares
Jim Sprow (Senior VP Research, Blue Vault) shows us the Total Front Load Before Expenses for Class T Shares from the Blue Vault Nontraded REIT Fee...
Jim Sprow: Two Ways Fees Assessed
Jim Sprow (Senior VP, Research Blue Vault) explains the 2 ways fees are assessed and how you can see this information in the Nontraded REIT Fee...
Jim Sprow: Fee Study Sample
Jim Sprow (Senior VP Research, Blue Vault) gives us a fee study sample from Blue Vault’s Nontraded REIT Fee...
Global Net Lease and The Necessity Retail REIT to Merge, Creating Sector-Leading Diversified Net Lease REIT
Global Net Lease and The Necessity Retail REIT to Merge, Creating Sector-Leading Diversified Net Lease REIT May 23, 2023 | The Necessity Retail REIT, Inc. and Global Net...
Pacific Oak Capital Markets Hires Derek Mazza as Regional Vice President for the Northeast Territory
Pacific Oak Capital Markets Hires Derek Mazza as Regional Vice President for the Northeast Territory May 22, 2023 | Pacific Oak Capital Markets, LLC Pacific Oak Capital...
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Pacific Oak Strategic Opportunity REIT Acquires 559 Rental Home Portfolio
On July 1, 2020, Pacific Oak Strategic Opportunity REIT, Inc. (the “Company”) acquired, through its subsidiaries, Battery Point Trust Inc., a Maryland corporation…
Inside the Opportunity Zone Relief Benefits
Last month, the IRS released new guidance for opportunity zone investments in relation to the pandemic. The benefits are potentially significant for opportunity zone investors, and extend…
Abandoning Alts Is Shortsighted
In recent months, a spate of independent broker-dealers and registered investment advisers have suspended sales of retail alternative investments, including interval funds and…
Which nontraded REIT recently reported rent collections for May 2020, at 97% vs. 97% for April 2020, and reported 100% of rents collected for its Office and Industrial assets in May?
Answer: Starwood Real Estate Income Trust reported rent collections in May for its four asset classes: Multifamily (95% vs. 96% in April)…
HMS Proposes New Advisory Agreement, Suspends Distributions
On July 1, 2020, HMS Income Fund (“HMS” or “the Company”) filed a preliminary proxy statement with the SEC which includes a proposal for shareholder approval…
CIM Group Launches CIM Real Assets & Credit Fund
CIM Group to Invest an Aggregate of $20 Million; Declares 6% Annualized Distribution through June
Alternative Investment Industry Leader AIX Launches with Independent Financial Partners (IFP) as Independent Broker-Dealer Client
Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives…
As COVID-19 closes doors, what’s in store for retail?
The economic shock caused by the COVID-19 pandemic and ensuing lockdown has resulted in nationwide store closures, leaving investors to wonder if this novel coronavirus will be…
Orion merges with Brinker Capital to form $40 billion TAMP
Orion Advisor Solutions is merging with competing turnkey asset management platform Brinker Capital to create an investment management firm and technology provider with…
Capital raise for the nontraded REIT industry totaled approximately $6.7 billion in the first quarter of 2020, marking the highest quarterly sales total in the history of the industry. How many consecutive quarters has the nontraded REIT industry seen its capital raise increase?
Answer: The first quarter capital raise of $6.7 billion marked the tenth consecutive quarter of increased capital raise since…
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