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Which nontraded BDC had the highest redemption rate in the first quarter of 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Tender Offer Funds See Strong Capital Raise, Private Equity Push in Late 2024
Blue Vault’s alternative investment data includes coverage of 48 active tender offer funds. Of those, the five top capital-raisers in the second half of last year were all equity-focused.
Inside the Vault: An Exclusive Look at Individual Performance
To showcase our industry-leading alts analytics, we’ve unlocked the vault to give you an exclusive look at one of our individual performance pages.
ExchangeRight’s Joshua Ungerecht Featured in June Issue of Real Assets Adviser
ExchangeRight Managing Partner Joshua Ungerecht explains “How necessity-based real estate protects investors amid economic uncertainty.”
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Luke Schmidt- Annual Distribution Yields of Nontraded BDCs for Q3 2022
In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault), discusses the annual distribution yields of...
Of the 11 nontraded REITs that reported sales to Blue Vault for November 2022, which raised the most capital via sales of shares for the month?
Of the 11 nontraded REITs that reported sales to Blue Vault for November 2022, which raised the most capital via sales of shares for the month? Answer: FS Credit Real Estate...
Capital Square Launches Offering to Fund Development of Single Family Build-For-Rent (BFR) Community Near Dallas
Capital Square Launches Offering to Fund Development of Single Family Build-For-Rent (BFR) Community Near Dallas January 23, 2023 | Capital Square Capital Square, one of the...
Total Returns for NAV REITs Turn Negative in December 2022
Total Returns for NAV REITs Turn Negative in December 2022 January 24, 2023 | James Sprow | Blue Vault For the first time since March 2020, the median total return for...
Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration
Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration January 24, 2023 | Phoenix American Phoenix American is pleased...
KKR’s Real Estate Select Trust (KREST) Is Not a Typical Nontraded REIT
KKR’s Real Estate Select Trust (KREST) Is Not a Typical Nontraded REIT January 24, 2023 | James Sprow | Blue Vault Recent news reports have referred to KKR’s Real Estate...
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Happy 150th Birthday, Closed-End Funds
A century and a half later, closed-end funds continue to be an efficient way for investors to access some of the biggest growth opportunities in emerging markets.
Rising rates? It may be time to buy, not sell, those REITs
Interest rates are rising. Sell your REITs! That’s the usual knee-jerk reaction of investors when the economic cycle is getting old and the Federal Reserve Bank is raising interest rates.
Economy Watch Weekly: US Economic Growth to Slow in 2019
Fannie Mae’s Economic and Strategic Research Group recently revised…
Bluerock’s Total Income+ Real Estate Fund Surpasses $1 Billion in AUM
Bluerock’s Total Income+ Real Estate Fund announced today that it surpassed $1 Billion in assets under management on June 4, 2018.
Griffin Capital Securities Achieves Record Growth Across All Intermediary Distribution Channels
Griffin Capital Company, LLC (“Griffin Capital”) announced today the achievement of several significant milestones for May including…
What percentage of nontraded REIT debt will mature during 2018?
Debt maturing during the fiscal year 2018 was 9.8% of the total debt for nontraded REITs reporting as of March 31, 2018. Debt maturing during the fiscal year 2017 was 11.2% of the total debt for nontraded REITs reporting as of the year-earlier March 31, 2017.
The World of Investment Advice Professionals
The World of Investment Advice Professionals June 6, 2018 | Beth Glavosek | Blue Vault In the last blog post, we offered an overview of the types of firms that sell alternative investments. Within the channels of Independent Broker Dealers, Registered Investment...
Parking REIT Replaces CFO and Leaves Blue Vault Wondering “What’s Going On?”
On May 31, 2018, the Board of Directors of The Parking REIT, Inc. a public non-traded real estate investment trust (“REIT”),…
Bluerock’s Total Income+ Real Estate Fund Announces Record Capital Inflows in May
In a press release dated June 6, 2018, Bluerock’s Total Income+ Real Estate Fund (“TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX) announced it has realized significant increases in…
What portion of nontraded REIT total debt is at fixed rates?
For 60 nontraded REITs reporting total debt at March 31, 2018, the portion of total debt that was at fixed rates, including debt that was hedged utilizing interest rate swaps, was 62.2%. For the year-earlier quarter ended March 31, 2017, 62 nontraded REITs reported 60.5% of all debt as having fixed rates.
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