Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
This is Peachtree’s ninth DST offering since the firm launched the program in 2022.
Blue Vault’s alternative investment data includes coverage of 78 active interval funds. Which interval fund has the highest distribution rate based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
CIM Group Hires Veteran Financial Services Executive Paul Weisenfeld as Head of National Accounts in Expansion of Private Wealth Team
Mr. Weisenfeld will lead CIM Group’s National Accounts team in expanding the firm’s footprint in the private wealth space.
Recent News
US Hotel Occupancy Rates Up in Week Ended March 11
US Hotel Occupancy Rates Up in Week Ended March 11 March 20, 2023 | S&P Global Market Intelligence U.S. hotel industry metrics improved during the week ended March 11,...
Amid U.S. Banking Crisis, CRE Has Interest Rate Hikes Top Of Mind
Amid U.S. Banking Crisis, CRE Has Interest Rate Hikes Top Of Mind March 14, 2023 | Dees Stribling | Bisnow The dust hasn’t yet settled from the implosions...
Blackstone’s BREIT Records Its Biggest Advance in 6 Months
Blackstone’s BREIT Records Its Biggest Advance in 6 Months March 15, 2023 | John Gittelsohn | Bloomberg Blackstone Real Estate Income Trust Inc., the Blackstone Inc. fund...
A volatile and unpredictable market
A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was...
Notes from the CEO: Perspective on the recent banking industry news
Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and...
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year
SmartStop Self Storage Wins Reputation’s 800 Award for Second Consecutive Year March 16, 2023 | SmartStop Self Storage REIT, Inc. SmartStop Self Storage REIT, Inc....
More articles…
Carter Validus Mission Critical REIT to Merge into Carter Validus Mission Critical REIT II
On April 11, 2019, Carter Validus Mission Critical REIT II, Inc. (“REIT II”) and Carter Validus Mission Critical REIT, Inc. (“REIT I”) entered into an…
Few rush to invest in opportunity zones
Investors eyeing President Donald Trump’s Opportunity Zones face a ticking clock if they want to fully capture one of the biggest tax breaks in decades…
The True Cost of Borrowing for Nontraded REITs
In this article, we analyze the added cost of borrowing that is represented by financing costs other than interest rates.
March NTR Sales Surge, Up 48% From February, Nontraded BDC Sales Up 12%
Reporting nontraded REITs booked capital raise of $786.4 million in March, up 48.2% from the $530.5 million total for February and up 38% from the $412.6 million monthly average for the…
Which nontraded REIT program met the minimum offering requirement as of December 21, 2018, and had approximately $165 million released from escrow?
Answer: Starwood Real Estate Income Trust, Inc. broke escrow as of December 21, 2018. The nontraded REIT had 9,560,175 common shares outstanding as of February 28, 2019, and a total net asset value of $193,259,539 as of that date.
What Does Industrial’s Future Look Like?
Warehouses are getting smarter, and distribution channels are getting more efficient. As consumers demand faster delivery of goods, the industrial sector will play a huge role in making that happen and…
Owl Rock Capital Corporation II Increases Public Offering Price
On April 3, 2019, Owl Rock Capital Corporation II increased its public offering price from $9.52 per share to $9.54 per share, effective as of the April 3, 2019 weekly closing and first applied to subscriptions…
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…











