Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault: Unparalleled Alts Intel and Insights
Blue Vault prides itself on being the alternative investments “hub” for wealth advisors. That means being an exclusive source of performance metrics and alts knowledge.
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight fully subscribes its Net-Leased All-Cash 11 DST, offering 5.20% income from net-leased real estate and tax-deferred exit strategies.
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock and its affiliate Bluerock Value Exchange acknowledge 20 years of sponsoring industry-leading 1031 exchange and DST investment programs to individual investors.
Recent News
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...
Capital Square Opportunity Zone Fund I Pays Distributions for Q1 2023
June 8, 2023 | Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily...
Exclusive Insights: Q4 2022
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Q1 2023 Nontraded BDC Full Report is Published
Q1 2023 Nontraded BDC Full Industry Report is Published The report contains individual performance pages for the following 18 BDCs: -AG Twin Brook Capital Income Fund Q1...
More articles…
Of the 28 listed REITs that track the value of previously nontraded REITs that have had full-cycle events via mergers with listed firms or have listed themselves, which listed REIT is the only one to have had a share price increase from June 12, 2019 to June 12, 2020?
Answer: Prologis, a listed REIT that acquired DCT Industrial Trust, Inc. in 2006 for 1.02 shares of Prologis for each share of DCT Industrial Trust, a nontraded…
COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types
COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types April 15, 2020 | Kyle Engelken | WealthForge During the tumultuous economic period caused by the coronavirus pandemic, there are a myriad of indicators of public market performance. The Dow Jones...
Nonlisted Preferred Stock Issued by Listed REITs
In this article we explore the qualities of preferred stock generally, and the nonlisted preferred stock issued by listed REITs specifically. This type of security has…
InPoint Commercial Real Estate Income Plans Resumption of Cash Distributions in July
Ultimately, it is the REIT’s goal to reinstate the continuous public offering of shares of the Company’s common stock, the share repurchase plan, and the distribution reinvestment plan in the near future.
FS Credit Real Estate Income Trust Announces Higher NAVs as of May 31
In a June 10 filing with the SEC FS Credit Real Estate Income Trust, Inc., a nontraded REIT, announced an estimated…
InvenTrust Maintains Dividend Rate, Suspends SRP and DRP
In a June 11 letter to shareholders, nontraded REIT InvenTrust announced that its board of directors, as of now, has elected to maintain the REIT’s current dividend…
The Economy at a Turning Point: REITs and Commercial Real Estate Outlook at Mid-Year 2020
The good news about the outlook for the economy and commercial real estate as of early June is that we are likely at a turning point for consumer spending and business activity. The stay-at-home orders…
The Impact of COVID-19 on Nontraded REIT NAVs and Distributions
Since March 1, 2020, some 20 nontraded REIT programs have announced changes in their net asset values per share (NAVs) amid…
June Update on Carter Validus Mission Critical REIT II, Inc.’s Response to COVID-19
TAMPA, FL – The following is a letter provided by the CEO of Carter Validus Critical REIT II, Inc….
Survey Finds May Was Better Than April For Commercial Real Estate Developers
Compared to April, commercial real estate developers in May saw lesser impacts from the COVID-19 pandemic, although the improvements are slight and developers have come to believe…








