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Alts Lingo for Beginners: How to Make an Informed Pitch
Alternative investments terminology can sometimes seem contradictory, but it’s important to understand the lingo in order to make an informed pitch to investors.
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
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Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault published its Q4 2024 Nontraded REIT Industry Review. The review compiles industry statistics that allow you to compare distribution rates, total assets, FFO payout ratios, and more.
Broker-Dealers: The Alts Ecosystem’s Salesforce
“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities.” — Catherine Bowman, The Bowman Law Firm
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Stacy Chitty: Direct Access to Decision Makers
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) discusses how the 2023 Blue Vault Summit allows direct...
Stacy Chitty: Expansive World of Alts
In this video clip from the webcast, Why Attend the Alts Summit 2023, Stacy Chitty (Managing Partner, Blue Vault) describes how the world of alts continues to...
How much capital did interval funds raise through the first three quarters of 2022 compared to all of 2021?
How much capital did interval funds raise through the first three quarters of 2022 compared to all of 2021? Answer: All interval funds raised $22.2 billion through the first...
Rents push up U.S. consumer prices; inflation gradually cooling
Rents push up U.S. consumer prices; inflation gradually cooling February 14, 2023 | Lucia Mutikani | Reuters U.S. consumer prices accelerated in January as Americans...
The gap between remote and onsite work narrows — again
The gap between remote and onsite work narrows — again February 12, 2023 | Erica Pandey | Axios The number of Americans back in offices has been steadily climbing since...
US Hotel Revenues Fully Recover in 2022
US Hotel Revenues Fully Recover in 2022 February 14, 2023 | S&P Capital IQ The U.S. hotel sector has largely recovered from the pandemic’s fallout, as revenues, profits...
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Opportunity Zone Investments Explained
The opportunity zone tax benefit has received a lot of attention. The program, born out of the Trump administration’s tax overhaul, lets investors defer and reduce capital gains…
Strategic Storage Trust II, Inc. Reports 2018 Fourth Quarter and Fiscal Year End Results
Strategic Storage Trust II, Inc. (“SST II”) announced increases in total revenues and net operating income (“NOI”), as well as increases in same-store results,…
Which nontraded REIT made its final liquidating distribution on March 7, 2019?
Answer: American Realty Capital Healthcare Trust III, Inc. made a final liquidating distribution to its common shareholders on March 7, 2019, of $2.29 per share. On January 9, 2018, the Company paid an initial liquidating…
A Deeper Dive into Strategic Storage Growth Trust’s Full-Cycle Performance
On January 24, 2019, Strategic Storage Trust II (SST II) acquired Strategic Storage Growth Trust by way of a merger. Upon completion of the merger, each share of Strategic Storage Growth Trust (SSGT) common stock (consisting of…
NexPoint Advisors Enhances Medley Proposal
On April 1, 2019, NexPoint Advisors, L.P. (“NexPoint”) announced it had proposed to Medley Capital Corporation (“MCC”) several enhancements related to its original proposal to become MCC’s external investment advisor. The updated…
Lightstone Taps Ex-Goldman Partner to Fund Opportunity Zone Hotel
Former Goldman Sachs partner Peter Scaturro and real estate developer Lightstone Group are joining the rush into “opportunity zones” – designated areas that allow investors to claim tax breaks for putting money to work in low-income…
Private Equity Real Estate Investors Remain Wary of Opportunity Zones
Private equity real estate investors remain reluctant to jump into Opportunity Zone plays, according to the latest research from London-based firm Preqin, which attributed the attitude to uncertainty surrounding program regulations and
New Other DPP Individual Performance Pages are Available
New Nontraded LLC Individual Performance Pages are Available To see the latest individual performance pages, log in, hover over “Subscriber-Only Research“, and then click “OTHER DIRECT PARTICIPATION PROGRAMS” from the menu located at the top...
New IFCEF Individual Performance Pages are Available
New IFCEF Individual Performance Pages are Available To see the latest individual performance pages, log in, hover over “Subscriber-Only Research“, and then click “IFCEF Individual Reports” from the menu located at the top the page. The...
Deferred financing costs are amortized over the maturities of nontraded REIT debt financing. What is the range of annualized cost of debt financing that these expenses add to the weighted average cost of debt financing (calculated based upon the stated interest rates for mortgages and other financing)?
Answer: The additional annualized deferred financing costs can add anywhere from 0.05% to 1.44% to the annualized cost of debt financing. For a sample of 38 nontraded REITs with deferred financing costs, the average additional cost of borrowing was 0.36% annualized, added to the weighted average cost of debt of 4.33% for a total average cost of borrowing of 4.66%.
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