Professional SErvices News
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Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.
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Recent News
Median January Total Returns to Continuously Offered NTRs Were Negative
Median January Total Returns to Continuously Offered NTRs Were Negative March 2, 2023 | James Sprow | Blue Vault The 16 continuously offered nontraded REIT programs posted...
ExchangeRight Fully Subscribes $40.75-Million Value-Add Portfolio 2 DST
ExchangeRight Fully Subscribes $40.75-Million Value-Add Portfolio 2 DST March 2, 2023 | ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified...
March 15: SEC’s Q4 2022 NTR and BDC 10-K Deadline
SEC filing deadline for Q4 2022 Nontraded REIT and BDC 10-K reports is March 15th. Blue Vault anticipates posting the quarter’s first individual performance page PDFs by...
Blackstone Shareholder Redemptions Slow, But Analysts Point to Risks
Blackstone Shareholder Redemptions Slow, But Analysts Point to Risks March 1, 2023 | Mark Heschmeyer | CoStar Investors’ share redemption requests are still exceeding...
What percentage of the REIT’s aggregate NAV at Ares Industrial REIT were redeemed in Q4 2022?
What percentage of the REIT’s aggregate NAV at Ares Industrial REIT were redeemed in Q4 2022? Answer: According to filings with the SEC, approximately 2.43% of the...
Cantor Fitzgerald and Silverstein Properties Announce the Closing of a $165 Million Construction Loan for 44-01 Northern Boulevard in Astoria
Affiliates of Cantor Fitzgerald, L.P., (“Cantor Fitzgerald”) a leading global financial services firm and real assets investment company, and Silverstein Properties...
More articles…
Creating Value by Consolidating Independently-Owned CRE Assets
There have been many successful examples in the past of large-scale investments in sectors that began as many independently-owned businesses…
The U.S. Apartment Sector Would Continue to Remain Strong Even in a Recession
Even if there is an economic downturn in the near future, the apartment sector is likely to hold up, according to industry experts…
REITs Contend With Flexible Lease Demands
This year is poised to be an eventful one for REITs, with several regulatory and policy changes taking effect that will impact operations and balance sheets…
2019 Self-Storage US Investment Forecast
Steady job creation will sustain economic growth in the coming year, but the tight labor market will create a highly competitive recruiting climate that…
Hartman vREIT XXI Announces Acquisition of Suburban Houston Office Building
Hartman vREIT XXI, Inc. (vREIT XXI) completed its acquisition of 11211 Katy Freeway on January 10, 2019. 11211 Katy Freeway is a 6-story, 77,882 square foot…
JLL Income Property Trust Announces 2018 Tax Treatment of Distributions
One of the advantages of REIT investments is the tax treatment of cash distributions. In the case of Jones Lang LaSalle’s Income Property Trust, 99.92% of 2018…
January NTR Sales Down 2.6% From December, Nontraded BDC Sales Up 33%
Reporting nontraded REITs booked capital raise of $395.1 million in January*, down 2.6% from the $405.7 million total for…
Bluerock Capital Markets’ Equity Sales Surge in January to $120 Million
Bluerock Capital Markets (BCM) announced today that after reporting back-to-back months of record equity capital raise by its sponsored investment programs…
NexPoint Challenges Independence of Medley and Sierra Boards
Following the announcement that Medley Capital Corporation (“MCC”) and Sierra Income Corporation (“Sierra”) have declined the alternative merger proposal…
Which nontraded REIT has grocery-centered retail properties that have anchor tenants Publix (61) and Kroger (39) among the tenants in its estimated 340-property portfolio?
Answer: Phillips Edison & Company’s tenants include Publix, Kroger, UPS Store, Subway, Starbucks, and Great Clips.
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