Professional SErvices News
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Eagle Point Institutional Income Fund Is Added to the Schwab Alternative Investment OneSource® Platform
Eagle Point Institutional Income Fund is now available on the Schwab Alternative Investment OneSource platform, expanding investor access to its CLO-focused income strategy.
Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
What percentage of nontraded REIT public capital raise came from Blackstone REIT in the third quarter of 2024?
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Recent News
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors
J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors March 22, 2023 | J.P. Morgan J.P. Morgan (NYSE:...
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer:...
CIM Real Assets & Credit Fund Announces 16.7% Dividend Increase
CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends of $0.148 per share of Class A...
American Healthcare REIT Reduces NAV and Suspends DRIP
American Healthcare REIT Reduces NAV and Suspends DRIP March 20, 2023 | James Sprow | Blue Vault On March 15, 2023, American Healthcare REIT’s board of directors unanimously...
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and...
Diversifying Beyond the 60/40 Portfolio: Part 2
Diversifying Beyond the 60/40 Portfolio: Part 2 March 20, 2023 | Larry Swedroe | WealthManagement.com In the first article in this series, I established that portfolios...
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How Glenn Rufrano Became CRE’s Turnaround Specialist
When Glenn Rufrano assumed the CEO post at American Realty Capital Properties on April Fools’ Day in 2015, the net lease REIT had barely begun digging…
REIT Interest Exposures are Down—Especially in the Tails
REITs have strengthened their balance sheets over the past decade, raising equity capital and reducing their interest rate exposures. Leverage for the sector…
How many nontraded REIT programs were raising equity capital in 1995?
Answer: Blue Vault data shows four nontraded REITs raising capital in 1995. They were Cornerstone Realty Income, Inc., Corporate Property Associates 12, Inc….
SmartStop Self Storage REIT, Inc. Reports 2019 Second Quarter Results and Highlights
SmartStop Self Storage REIT, Inc. (“SmartStop”) announced continued growth in operations as part of its overall results for…
Not Everyone Is Concerned About the Yield Curve Inversion
The yield curve inversion is at the top of everyone’s mind. As a precursor to the past several recessions, the yield curve inversion has become a telltale sign of…
A Deeper Look at CIM Group and SmartStop
Blue Vault presented a Performance Series Webinar on Tuesday, September 24, that covered the nontraded REIT programs sponsored by…
Q2 2019 NTR & BDC Pages Now Available
Q2 2019 NTR & BDC Pages Now Available To see the latest individual performance pages, log in, hover over “Subscriber-Only Research“, and then click “NTR individual Reports” from the menu located at the top of the page. The following Q2 2019...
Real estate always in style for the rich
Whether it’s buying a waterfront home, a publicly traded real estate investment trust, an apartment complex or investing in a trophy high-rise building, wealthy Americans need…
NTR Sponsors Benefitting as Industry Sales Surge to $1.4 Billion in August
According to Robert A. Stanger & Company (“Stanger”), nontraded REITs booked capital raise of nearly $1.4 billion in August, up 228% from the $418 million total for August 2018. Blue Vault looks at the NTR capital raise by programs with…
Which nontraded REIT program raised an estimated $48.2 million in equity in 1990?
Answer: Corporate Property Associates 10, Inc., a nontraded REIT sponsored by W.P. Carey, raised an estimated $48.2 million in 1990. This is the first nontraded REIT…
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