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Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
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Private Equity Pulse: On the Lookout for Entries
Private Equity Pulse: On the Lookout for Entries June 9, 2023 | S&P Capital IQ Prolonged market downturns like the one that began in 2022 are widely believed to produce...
US Hotel Metrics Slump in Week Ended June 3
US Hotel Metrics Slump in Week Ended June 3 June 8, 2023 | Muhammad Hammad Asif | S&P Global Market Intelligence US hotel performance dipped sequentially during the week...
Big commercial real estate downturn could sink 300+ banks: Report
Big commercial real estate downturn could sink 300+ banks: Report June 9, 2023 | Kyle Campbell | American Banker A sharp downturn in commercial real...
In the property-level data for all active nontraded REITs, which types have the highest property counts?
In the property-level data for all active nontraded REITs, which types have the highest property counts? Answer: The highest number of property types in the NTR data are:...
Are Nontraded REITs Exposed to Risk in the Office Sector?
The Macro Environment for Office Properties The news in the financial press about weakness in the office sector of commercial real estate has been largely negative....
Q1 2023 Published Reports as of June 12
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 12 Nontraded REIT (newly published performance reports are in bold font) Ares Industrial Real Estate...
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For the 11 nontraded REITs that reported estimated NAVs per share as of May 31, 2020, how many reported increases since their most recent previous NAVs per share?
Answer: Six of the 11 nontraded REITs reported increases in their estimated net asset values per share as of…
ExchangeRight Q2 Rent Collections Update
PASADENA, Calif. – ExchangeRight is pleased to announce that it has collected 100% of April, May, and June rent from all of its tenants on behalf of investors and has…
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…
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