Professional SErvices News
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John Hancock Closed-End Funds Declare Quarterly Distributions
Quarterly distributions were announced for the John Hancock Diversified Income Fund and for the John Hancock Financial Opportunities Fund.
Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: equity-focused interval funds or equity-focused tender offer funds?
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Based on Blue Vault data, which type of alts offering generated a higher average distribution rate in 2024: credit-focused interval funds or credit-focused tender offer funds?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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Recent News
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual...
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue...
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
June 21, 2023 | Peachtree Group Peachtree Group (“Peachtree”) has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC...
Q1 2023 Published Reports as of June 22
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 22 Nontraded REIT (newly published performance reports are in bold font) American Healthcare REIT Q1...
Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative...
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?
Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023? Answer: Sila Realty Trust, Inc. listed 87 Medical Office...
More articles…
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…
Opportunity Zone Funds Work to Regain Momentum
COVID-19 has created a new headwind for developers and sponsors raising capital for opportunity zone (OZ) investments…
Oaktree Real Estate Income Trust Reports May Rent and Interest Income Collections
In a June 5, 2020, filing with the SEC, Oaktree Real Estate Income Trust, Inc., a nontraded REIT, reported the following information about…








