Professional SErvices News
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Blue Vault Publishes 4-30-2025 Interval Fund, Tender Offer Fund Reports
Blue Vault added nine Interval Fund and five Tender Offer Fund Individual Performance Pages (IPPs) to its research catalog for the period ending April 30, 2025.
Capital Square Housing Trust Launches $40 Million Preferred Stock Offering
Capital Square Housing Trust seeks to raise $40 million to fund acquisitions, UPREIT transactions, preferred stock redemptions, and other real estate-related investments and working capital.
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
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Recent News
How Much Strain Is the Commercial Real Estate Market Showing? It’s a Complex Issue.
How Much Strain Is the Commercial Real Estate Market Showing? It’s a Complex Issue. March 29, 2023 | Elaine Misonzhnik | WealthManagement.com It is a precarious time...
Secondary Marketplaces Offer New Liquidity Options As Nontraded REITs Limit Redemptions
Secondary Marketplaces Offer New Liquidity Options As Nontraded REITs Limit Redemptions March 22, 2023 | Tim Carroll | Bisnow In the first week since LODAS Markets...
Blackstone, Starwood Now on Online Marketplace for Secondary CRE Trades
Blackstone, Starwood Now on Online Marketplace for Secondary CRE Trades March 27, 2023 | Erik Sherman | GlobeSt.com LODAS Markets, which runs an automated online marketplace...
How many continuously offered nontraded REITs had annualized distribution yields above 5.00% as of February 2023?
How many continuously offered nontraded REITs had annualized distribution yields above 5.00% as of February 2023? Answer: Eight NAV REITs (continuously offered nontraded...
Reported Capital Raise by NTRs Fall to Lowest Level Since February 2021
Reported Capital Raise by NTRs Fall to Lowest Level Since February 2021 March 27, 2023 | James Sprow | Blue Vault The sale of shares by continuously-offered nontraded REITs...
ExchangeRight Confirms No Exposure to Any Failed Banks
ExchangeRight Confirms No Exposure to Any Failed Banks March 27, 2023 | ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and...
More articles…
Strategic Storage Trust IV Announces Initial NAV
On June 21, 2019, Strategic Storage Trust IV, (“SST IV”), a public non-traded REIT sponsored by SmartStop Asset Management, LLC, announced the approval…
Hartman vREIT XXI Announces Follow-On Offering
On June 24, 2019, Hartman vREIT XXI, Inc. (“HVREIT”), a public non-traded REIT, filed a follow-on offering for up to $220 million…
Nareit’s Calvin Schnure Discusses Interest Rates
Former New York Fed senior economist and Milken Institute chief economist William Lee and Nareit Research & Economic Analysis SVP Calvin Schnure give their take…
Strategic Storage Growth Trust II Completes Acquisition
On June 21, 2019, Strategic Storage Growth Trust II, Inc. (“SSGT II”), a private real estate investment trust sponsored by SmartStop Asset Management, LLC (“SmartStop”), announced its acquisition…
Carter Validus Enhances Leadership Structure
On June 12, 2019, Carter Validus Mission Critical REIT, Inc. (“CVMC”) announced the appointment of Kay Neely to the roles Chief Financial Officer, Treasurer,…
Which nontraded REIT recently announced a merger which will add 61 healthcare facilities to its portfolio of 56 healthcare and 29 data center properties?
Answer: On April 11th, Carter Validus Mission Critical REIT II, Inc. announced the entry into a merger agreement with Carter Validus Mission Critical REIT, Inc. The merger, if consummated, would add 61 healthcare properties to its portfolio and create a combined company with a total enterprise value of approximately $3.2 billion.
Owl Rock Capital Corporation II Increases Offering Size
On June 17, 2019, the board of directors of Owl Rock Capital Corporation II (“ORCCII”), a non-traded business development company, approved…
Trade Tensions Reinforce the Value of Real Estate Investment, Portfolio Manager Says
Joel Beam, senior portfolio manager of real estate strategies at Salient, spoke with Nareit’s REIT Report podcast in New York at REITweek: 2019 Investor Conference.
Bluerock Announces 364% Total Return on DST Program
On June 18, 2019, Bluerock Value Exchange (“BVEX”) announced one of the largest returns ever reported in the direct investment industry.
Defining the Roles in the Alternative Investments Industry
In this article, we look at various players in the alternative investments industry and identify who they are and what they do. The many firms involved…










