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$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline
The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
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Recent News
Both NAREIT and IPA define FFO and MFFO for nontraded REITs. What is a major difference between the two calculations for FFO?
Both NAREIT and IPA define FFO and MFFO for nontraded REITs. What is a major difference between the two calculations for FFO? Answer: The NAREIT definition of FFO includes...
UPREITs: Keeping Real Estate Investments in Play
UPREITs: Keeping Real Estate Investments in Play April 11, 2023 | Altigo Asset managers know there’s more than one way to invest in real estate, and many of them manage...
Office space available for rent hits new record high
Office space available for rent hits new record high April 11, 2023 | Emily Peck | Axios Markets Office space available for lease in the U.S. is at a record high, according...
Triton Pacific portfolio firm buys two KFC locations in Alabama, US
Triton Pacific portfolio firm buys two KFC locations in Alabama, US April 6, 2023 | Verdict Food Service US-based private equity firm Triton Pacific Capital Partners has...
Baby Boomers Stay in Their Homes Longer, Driving Younger Households Toward Single-Family Rentals
Baby Boomers Stay in Their Homes Longer, Driving Younger Households Toward Single-Family Rentals April 9, 2023 | Richard Lawson | Costar.com A growing number of seniors...
Publicly-Traded REITs Tread Water in March; Remain Up for the Year
Publicly-Traded REITs Tread Water in March; Remain Up for the Year April 10, 2023 | David Bodamer | WealthManagement.com The Nareit All Equity REIT Index was down...
More articles…
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…
REITs Ramp Up Equity Issuance as Outlook Brightens
REITs issued $19.2 billion in secondary offerings of common equity during the first half of 2019, which is more than they raised during…
5G REITs: Where Tech Meets Real Estate
There is a revolution going on. You’ve probably heard the term 5G technology. It is the latest, or “fifth generation,” of cellular wireless technology just starting to be rolled out…
Global Data Center Market Braces for Change
It was a mixed bag for the data center market in the first half of 2019, as changes in consumer demand and the increased growth…
Financial planning founders started a movement — and created a profession
When Patti Houlihan became a certified financial planner in 1983, she commemorated the occasion by putting a personal license plate on her car…
Advisers may not be equipped to help clients navigate private markets
As the Securities and Exchange Commission considers easing rules surrounding investments in unregistered securities, financial advisers could find themselves…
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