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Q3 2024 NTR AND BDC Filing Deadline: November 14, 2024
The SEC deadline for Q3 2024 quarterly financial report filings was November 14, 2024.
Eagle Point Institutional Income Fund Generates 9.9% Annual Net Return and Exceeds $150 Million in Assets
During the month of October 2024, the Fund completed its 28th consecutive monthly distribution payment, which represented a 10.2% annualized distribution rate.
Which nontraded REIT disposed of the most properties in the second quarter of 2024?
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Inland Private Capital & Devon Self Storage Complete Property in Lubbock, TX
IPC’s current self-storage portfolio spans more than $1.7 billion in assets under management.
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Recent News
Advisor-Daniel Goodwin: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, Daniel Goodwin (CEO, Provident Wealth Advisors), discusses why he’s looking forward to the 2023 Blue Vault Bowman Alts Summit March 6-8 at the...
Advisor-James Bayard: Why Attend the 2023 Blue Vault Bowman Alts Summit?
In this video clip, James Bayard from Capital South Wealth Management, explains why he’s looking forward to attending the 2023 Blue Vault Bowman Alts Summit March 6-8...
Which interval fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval funds?
Which interval fund had $14.3 billion in total assets as of September 30, 2022, the most assets among all interval funds? Answer: Cliffwater Corporate Lending Fund had $14.3...
Shopoff and Artemis Joint Venture Sells 1.8 Million-Square-Foot Inland Empire East Logistics Development
Shopoff and Artemis Joint Venture Sells 1.8 Million-Square-Foot Inland Empire East Logistics Development January 31, 2023 | Shopoff Realty Investments Shopoff Realty...
CION Ares Diversified Credit Fund Reaches Milestone Six-Year Track Record
CION Ares Diversified Credit Fund Reaches Milestone Six-Year Track Record January 31, 2023 | CION Ares Management LLC CION Ares Management LLC, a joint venture between...
Redemption Requests Raise Eyebrows for Non-Traded REITs
Redemption Requests Raise Eyebrows for Non-Traded REITs January 30, 2023 | Beth Mattson-Teig | WealthManagement.com The wave of capital flowing into non-traded REITs in...
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Data Center M&A Deal Volume Grew in 2018; but Total Value Dropped from 2017
New data from Synergy Research Group shows that the number of significant data center-oriented M&A deals continued to climb in 2018, though the total value of deals that closed in the year
Interval Fund Individual Performance Pages are Available
Interval Fund 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...
Blue Vault Expands Coverage of Nontraded LLCs
Blue Vault Expands Coverage of Nontraded LLCs To access the individual performance pages, log in, hover over “Subscriber-Only Research“, and then click “OTHER DIRECT PARTICIPATION PROGRAMS” from the menu located at the top the...
Which previously nontraded REIT completed its full liquidity event when its last tranche of common shares were converted to listed shares on January 9, 2019?
American Finance Trust, Inc. (“AFIN”) announced on December 20, 2018, that all issued and outstanding shares of its Class B-2 common stock would automatically convert into shares of its Class A common stock on January 9, 2019. Class A shares trade on the Nasdaq under the ticker symbol AFIN. The Class B-2 shares represent approximately 25% of AFIN’s total outstanding shares. As of the conversion date, 100% of AFIN’s common shares became tradeable, completing its full liquidity event.
December Nontraded REIT, BDC Sales Down
Nontraded REITs booked capital raise of $405.7 million in December*, down 2.7% from the $417.0 million in November.
Public Hearing on Investing in Qualified Opportunity Funds Postponed
The public hearing on proposed regulations under section 1400Z-2 of the Internal Revenue Code concerning capital gains invested in qualified opportunity funds
Where Multifamily Investors Are Seeking Opportunities
Over the last three years, a portion of the multifamily investment community has begun to look beyond urban centers like New York, Boston, and San Francisco.
Downside Beta and Upside Beta: REITs Have Generally Protected Against Stock Market Declines
Early January 2019 has seen a continuation of the stock market turmoil that dominated December 2018…
Carter Validus Mission Critical REIT Reached 2% Limit in Q1 2019 SRP
According to the REIT’s Second Amended and Restated Share Repurchase Program (the “Amended & Restated SRP”), which became effective January 1, 2019,…
Which sponsor of a nontraded REIT has been investing in real estate since 1934 and had $988 billion in assets under management, including $45 billion in U.S. real estate as of September 30, 2018?
Nuveen Global Cities REIT is sponsored by Nuveen. The REIT is currently offering up to $5 billion of common stock in a perpetual life offering, featuring monthly Net Asset Values (NAVs). The public offering includes four share classes (T, S, D, and I shares). Teachers Insurance and Annuity Association of America (“TIAA”) is the ultimate parent company of TIAA Global Asset Management/Nuveen.
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