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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?
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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.
Bluerock Announces Shareholder Liquidity Event in Bluerock Total Income+ Real Estate Fund
This transformative and shareholder-driven initiative is designed to deliver enhanced liquidity and the potential for stronger long-term returns to investors.
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Recent News
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....
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?
Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the...
US REIT direct exposure to Silicon Valley Bank fairly limited
US REIT direct exposure to Silicon Valley Bank fairly limited March 14, 2023 | Chris Hudgins | S&P Global Market Intelligence U.S. equity real estate investment trusts...
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio
Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio March 15, 2023 | KKR At KKR we still firmly believe that we have entered a different macroeconomic...
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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%.
Healthcare Trust Moves Share Repurchase Date Out One Month
On March 26, 2019, the board of directors of Healthcare Trust, Inc. approved an amendment to the Company’s existing share repurchase program (“SRP”) changing…
Strategic Storage Trust IV Acquires Self Storage Facility in Newark, New Jersey
Strategic Storage Trust IV, Inc. (SST IV), a public non-traded real estate investment trust sponsored by SmartStop Asset Management, LLC (SmartStop), announced on…
Fed Signals End of Tightening Cycle; Interest Rates Reignite Opportunities
At its latest meeting, the Federal Reserve signaled an end to rate hikes this year, while reserving the potential for one increase in 2020…
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