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Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
Advisor Relationships That Last
Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
Blue Vault’s alternative investment data includes coverage of 38 active (open and closed) nontraded REITs. What was the median debt ratio among these offerings in Q1 2025?
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ExchangeRight REIT Credit Facility Commitments Increase to $150 Million Following Renasant Bank’s Addition
Expanding the Essential Income REIT’s Credit Facility further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
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Recent News
Four Springs Fully Subscribes $32 Million DST Offering
Four Springs Fully Subscribes $32 Million DST Offering April 4, 2023 | Kinsley Lively | DI Wire Four Springs TEN31 Xchange LLC, a sponsor of Delaware statutory trust...
Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration
Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to...
How CMBS Accounting Creates an Anomaly
How CMBS Accounting Creates an Anomaly April 3, 2023 | James Sprow | Blue Vault In a recent article by Blue Vault entitled When GAAP Doesn’t Make Sense: A Nontraded REIT...
Capital Square Completes Delaware Statutory Trust (DST) to UPREIT Transaction with Over 85% DST Investor Participation and 161% Total Return
Capital Square Completes Delaware Statutory Trust (DST) to UPREIT Transaction with Over 85% DST Investor Participation and 161% Total Return1 April 3, 2023 | Capital Square...
Fed’s Kashkari sees ‘more work to do’ on inflation
Fed’s Kashkari sees ‘more work to do’ on inflation March 30, 2023 | Ann Saphir | Reuters The Federal Reserve has “more work to do” to get...
Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds
Residential REITs Benefitting from Strong Balance Sheets and Leasing Tailwinds March 30, 2023 | Sarah Borchersen-Keto | Nareit Residential REITs offer investors a safe...
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A Tight Labor Market, the Cornerstone of Elevated Household Creation, Portends a Steady Outlook for the Apartment Sector
Steady economic growth and favorable demographic trends continue to keep the national apartment market on solid footing. Demand remains driven by…
Multifamily Continues to Rule CRE
The multifamily sector showed the most robust growth amongst all CRE sectors—multifamily, office, industrial, retail and hotel…
Advisor Pays Fees in Strategic Student & Senior Housing Trust’s Updated Public Offering
Blue Vault’s August 13 article about Strategic Student & Senior Housing Trust addressed the nontraded REIT’s strategy of focusing on two unique…
A Look at FS Investments Nontraded BDCs and Interval Funds
FS Investments started as Franklin Square Capital Partners in 2007. The firm currently has in excess of $23 billion in assets under management in 11 funds, with …
Strategic Student & Senior Housing Rides Demographic Waves
There are three trends and related strategies that combine to make a nontraded REIT program that invests in two distinct asset types both…
Of the 32 interval funds currently covered by Blue Vault, what is the most commonly used fiscal year-end date?
Answer: Seven funds use September 30 as their fiscal year-end date, followed by six funds who use October 31 as their fiscal year-end date, and five funds…
Bluerock Capital Markets Announces Record Capital Raise of Over $127 Million of New Investor Capital in July
Bluerock Capital Markets, LLC (“BCM”) announced today another record capital raise of over $127 million across all products…
Griffin Capital in Joint Venture with Legacy Partners in Colorado Opportunity Zone Project
Griffin Capital Company, LLC (“Griffin Capital”), a leading private alternative asset manager, with Legacy Partners (Legacy), a privately-owned national real estate firm, announced…
Steadfast Companies Announces Transformational Transactions to Merge Three REITs to Create a $3.3 Billion REIT Focused on Moderate Income Apartments
Steadfast Apartment REIT, Inc. (“STAR”), Steadfast Income REIT, Inc. (“SIR”) and Steadfast Apartment REIT III, Inc. (“STAR III”) announced today that they have entered into…
Owl Rock Capital Corporation Files Shelf Registration Statement
Owl Rock Capital Corporation, Inc. (NYSE: ORCC) (the “Company” or “ORCC”) today announced that it filed a Registration Statement on Form N-2…
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