Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Nontraded BDC Fundraising, Asset Levels Rise in Q1 2025
As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.
ExchangeRight Enhances REIT Access with Consolidated PPM and Class D Share Launch
The newly launched Class D shares are specifically designed for registered investment advisors and custodial platforms and offer one of the lowest fee structures in the industry.
2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
Blue Vault Q1 2025 Full Nontraded REIT Industry Review is Published
The Q1 2025 Nontraded REIT Industry Review is published and available for Blue Vault Members. In additional to 38 Individual Performance Pages (IPPs), the full review looks at industry statistics such as current quarter and historic capital raise, debt ratios, YTD interest coverage ratio, median distribution yields, and much more.
Stay informed about alts
Subscribe to our free emails
Recent News
US Office Sales Sank 28 Percent in 2022: Report
US Office Sales Sank 28 Percent in 2022: Report January 27, 2023 | Greg Cornfield | Commercial Observer New data reveal how much the nation’s office sector is deflating in...
More Industrial Supply Is Coming But It Still Won’t Meet Demand
More Industrial Supply Is Coming But It Still Won’t Meet Demand January 30, 2023 | Lynn Pollack | GlobeSt.com A record amount of new industrial product is expected to...
US Hotel Performance Drops in Week ended January 21
US Hotel Performance Drops in Week ended January 21 January 26, 2023 | Zeeshan Murtaza | S&P Capital IQ, Market Intelligence U.S. hotel performance edged lower during...
Blackstone Inc. Reports Q4 2022 Performance
Blackstone Inc. Reports Q4 2022 Performance January 27, 2023 | S&P Capital IQ Blackstone Inc.’s full-year profits fell more than 70% in 2022 from a record high the...
Cohen & Steers’ Rich Hill Says Timing is Right for Building Exposure to REITs
Cohen & Steers’ Rich Hill Says Timing is Right for Building Exposure to REITs January 26, 2023 | Sarah Borchersen-Keto | Nareit REITs have historically made solid...
Tech Office Leasing Plummets Nationwide As Layoffs Hit
Tech Office Leasing Plummets Nationwide As Layoffs Hit January 24, 2023 | Olivia Lueckemeyer | Bisnow Tech’s turbulent relationship with the office market took an abrupt...
More articles…
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…
Are Dollar Stores The True Retail Disrupters?
Lost in all the news this past week about Amazon’s massive Prime Day results,
What Are the Structural Factors That Boost Long-Term REIT Performance?
REITs have provided investors solid returns over the years, despite short-term zigs and zags along the way, in part…
How Amazon’s expanding U.S. brick-and-mortar footprint stacks up against other big retailers
Amazon’s rapidly growing brick-and-mortar footprint …
Inflation Protection from REITs: Constructing a Diversified Inflation-Protecting Portfolio
In two recent market commentaries I analyzed the inflation-protecting attributes of REITs and four other…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
