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ExchangeRight Secures 50 Lease Renewals and Sustains 100% Rent Collection for its Essential Income REIT
This strong asset management resulted in a net lease occupancy rate of 99.86% as of June 30, 2025, among the highest in the net lease sector.
Blue Vault Publishes 5-31-2025 Interval Fund Performance Reports
Blue Vault added two May 31, 2025 Interval Fund Performance Pages to its research catalog.
Bluerock Value Exchange Fully Subscribes $36.7 Million Diversified Industrial Portfolio V DST
The DST program also provides investors with multiple options upon a future exit strategy event including 721 exchange (UPREIT) or subsequent 1031 exchange / cash out optionality.
Since 2015, which year did the nontraded REITs tracked by Blue Vault have the highest average and median distribution rates?
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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...
What were the total equity sales by FS Credit Real Estate Income Trust through the first four months of 2023?
What were the total equity sales by FS Credit Real Estate Income Trust, a nontraded REIT, through the first four months of 2023? Answer: The REIT raised $319.5 million in...
Rick Vitale, CFA Returns to Legendary Capital, Bringing Extensive Expertise and Vision to the Firm
June 6, 2023 | Legendary Capital Legendary Capital LLC, a leading sponsor of private real estate investments focused on the hospitality sector, is pleased to announce the...
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ExchangeRight’s Strategy Is Right for Times Such as This
ExchangeRight has been sponsoring 1031-exchangeable DST offerings of net-leased portfolios since 2012. Blue Vault recently interviewed Warren Thomas and Joshua Ungerecht, Managing…
The Short- and Long-Term Implications of COVID-19 for Seniors Housing
The coronavirus crisis has rapidly become a major part of Americans’ everyday lives and many of us are thinking about the most vulnerable among us: seniors. The virus has and will continue to…
Blue Vault Bowman Alts Week 2020 Kicks Off May 4
Blue Vault Bowman Alts Week 2020 Kicks Off on May 4 Blue Vault and Bowman Law are teaming up to drive dialogue about alternative investments at this unprecedented historical time. Join us for the inaugural launch of Alts Week May 4-8, 2020. This event will be...
March 2020 Nontraded REIT Capital Raise Down, But Quarterly Y-O-Y Results Strong
Blue Vault received March sales totals for 17 effective nontraded REIT program offerings as of April 14. Sales reported by those 17 NTRs totaled…
Phoenix American Announces Updated Brand Image and Launch of New Website
San Rafael, CA – Phoenix American Financial Services (“Phoenix) announced today the introduction of the company’s new brand image coinciding with the launch of its new company website…
Which type of fee charged by nontraded REIT sponsors has the most important impact on shareholder returns over the life of the REIT?
Answer: The asset management fee charged annually by nontraded REIT sponsors has by far the most important impact on shareholder returns. While upfront loads are important…
IRS Loosens Timelines for 1031-Exchange Buyers
Section 1031 of the Internal Revenue Code enables real estate investors to defer capital gains on income-producing property when those gains are used to acquire a like-kind investment…
Fiscal Package Brings Aid to Workers And Businesses Impacted by COVID-19
Global health crisis causes shock to labor market. Social-distancing measures and the closure of many businesses to stem the spread of COVID-19 have forced companies to temporarily lay off…
The Parking REIT Announces Increased Expenses in 2019, Suspension of Preferred Distributions
In the following letter to shareholders, Michael V. Shustek, Chairman and CEO of the Parking REIT nontraded REIT, described results for 2019. Notably, 2019 revenues of $22.8 million, an increase…
Independent Living Faces Covid-19 Vulnerabilities As Less Needs-Based Product
Compared to assisted living and memory care, independent living and active adult communities can be harder to secure during the coronavirus pandemic. The better health, mobility and independent…
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