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Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
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Recent News
Bluerock Capital Markets Logs a Record $4+ Billion in Annual Capital Raise in 2022, Up 92% Over 2021’s Record Inflows
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer manager...
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors January 17, 2023 | Joe Gose | REBusinessOnline The mere flipping of the calendar to mark...
Understanding the Terms of the Blackstone REIT Share Repurchase Plan
Understanding the Terms of the Blackstone REIT Share Repurchase Plan January 17, 2023 | James Sprow | Blue Vault It is important for shareholders and journalists reporting...
Blackstone’s BREIT and other funds curb investor redemptions
Blackstone’s BREIT and other funds curb investor redemptions January 16, 2023 | Arleen Jacobius | Pensions & Investments While open-end real estate fund managers...
Blackstone Venture Adds Five Data Centers in Sector’s Largest US Market
Blackstone Venture Adds Five Data Centers in Sector’s Largest US Market January 12, 2023 | Katherine Hamilton and Mark Heschmeyer | CoStar News Blackstone Group has...
Remote and Hybrid Work Hold Keys to the Future for Office Sector
Remote and Hybrid Work Hold Keys to the Future for Office Sector January 4, 2023 | Edward F. Pierzak | Nareit Office REITs own and manage office real estate and rent...
More articles…
Rodin Global Property Trust Acquires Office Building in Columbus, Ohio
On July 31, 2018, Rodin Global Property Trust, Inc., through its operating partnership, acquired,…
Which Nontraded REITs May Be Most Vulnerable to Rising Interest Rates? (Part 1 of 2)
Using the most recent quarterly filings of all nontraded REITs that had significant operations in Q1 2018 and are not in the process of liquidating, Blue Vault identifies those REITs that have the most vulnerability to rising rates using several different metrics as criteria…
Resource Apartment REIT III: A Brief Update
On July 23, 2018, Resource Apartment REIT III, Inc. through its operating partnership entered into an agreement to purchase…
CNL Healthcare Properties Inc.’s Board Urges Rejection of Tender Offer
CNL Healthcare Properties Inc.’s board urged the healthcare real estate investment trust’s stockholders to reject an unsolicited mini-tender offer from…
Carter Validus Mission Critical REIT II to Close Offering November 27, 2018
On November 27, 2017, a follow-on offering by Carter Validus Mission Critical REIT II of up to $1,000,000,000 in shares of common stock was declared effective…
Digging Deeper into American Finance Trust Valuation
There’s the old saying about how any fool can become a millionaire…
American Realty Capital New York City REIT Closes $12.95 Self-Tender
On July 27, American Realty Capital New York City REIT announced that it had accepted for purchase…
MacKenzie Realty Capital’s Tender for All Classes of AFIN Shares
On July 25, 2018, MacKenzie Realty Capital, Inc. (“MacKenzie”) sent a tender offer to shareholders of American Finance Trust, Inc. (“AFIN”) that offers …
Which nontraded REITs have listed a portion of their common shares and delayed the listing of the remaining shares for up to 18 months to reduce potential selling pressure on the first listing date?
Answer: Whitestone REIT in 2012; Inland Western Retail Real Estate Trust, Inc. in 2013; Healthcare Trust of America, Inc. in 2013; Catchmark Timber Trust, Inc. (formerly Wells Timerland REIT, Inc.) in 2015; and American Finance Trust, Inc. in 2018.
On July 19, 2018, American Finance Trust, Inc. listed only Class A shares, with Class B-1 and Class B-2 to become Nasdaq-listed Class A shares in 90 and 180 days, respectively.
CNL Strategic Capital, LLC – A New Approach for Alternative Investors
On February 12, 2018, CNL Strategic Capital, LLC (the “Company”) filed a prospectus for…
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