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read the latest about the firms transforming how wealth advisors implement alts in their practices
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Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight
Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.
Five Questions with Erin Botsford: Allocating to Alts
“Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky.” — Erin Botsford
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Recent News
REITs Fell Sharply Along with Broader Markets in September
REITs Fell Sharply Along with Broader Markets in September October 7, 2022 | John Barwick | Nareit In September, REITs and stocks posted their worst monthly performance...
US Hotel Performance Weakens in Week Ended Oct. 1 – STR EXTRA
US Hotel Performance Weakens in Week Ended Oct. 1 – STR EXTRA October 7, 2022 | S&P Global Market Intelligence Performance metrics for the U.S. hotel industry weakened...
Traffic Down At Grocery-Anchored Centers As Inflation Changes Shopping Patterns
Traffic Down At Grocery-Anchored Centers As Inflation Changes Shopping Patterns October 5, 2022 | Olivia Lueckemeyer | Bisnow “If you have the right grocer anchoring your...
Three (Potentially) Sobering Credit Realities
Three (Potentially) Sobering Credit Realities October 6, 2022 | Erik Sherman | GlobeSt.com Credit rating agency KBRA put together a list of a dozen aspects of credit as...
US Equity REITs Trade at Median 27.6% Discount to NAV on Oct. 3
US Equity REITs Trade at Median 27.6% Discount to NAV on Oct. 3 October 7, 2022 | S&P Global Market Intelligence Publicly listed U.S. equity REITs traded at a median...
Prospect Capital Corporation Announces New 6.50% Series A3 and M3 for Current Non-Traded Preferred Stock Offering
Prospect Capital Corporation Announces New 6.50% Series A3 and M3 for Current Non-Traded Preferred Stock Offering October 7, 2022 | Prospect Capital Corporation Prospect...
More articles…
CION Announces New Share Structure
CION Announces New Share Structure May 2, 2017 | by Beth Glavosek | Blue Vault CION has announced a new “T share”-type structure for its offering, effective Monday, May 1, for its CION Investment Corporation (CIC) product. CIC is a credit-focused business development...
Cole Credit Property Trust IV Inc.’s Board Urges Stockholders to Reject Tender Offer
Cole Credit Property Trust IV Inc.’s Board Urges Stockholders to Reject Tender Offer May 2, 2017 | by James Sprow | Blue Vault Cole Credit Property Trust IV Inc.’s board of directors in a letter on April 24, recommended to its shareholders that they reject...
Effective Funds with Limited Operating Results in Q4 2016
Effective Funds with Limited Operating Results in Q4 2016 Each quarter Blue Vault includes a table in the Nontraded REIT and BDC Industry Reviews dedicated to funds that are effective, with limited operating results. Additionally, in NTR Review Blue Vault includes a...
What is “LIBOR” and how does it relate to the cost of debt for nontraded REITs?
What is “LIBOR” and how does it relate to the cost of debt for nontraded REITs? Answer: Many nontraded REITs have debt with interest rates that are set to vary with “LIBOR”, the London Interbank Offered Rate. It is the benchmark rate that some of the world’s leading...
American Realty Capital Healthcare Trust III Suspends DRIP
American Realty Capital Healthcare Trust III Suspends DRIP May 2, 2017 | by James Sprow | Blue Vault American Realty Capital Healthcare Trust III, Inc. notified participants in the Company’s distribution reinvestment plan (the “DRIP”), that, pursuant to the terms of...
NTR and BDC March Sales Recover
NTR and BDC March Sales Recover April 28, 2017 | by by Beth Glavosek | Blue Vault In March, we witnessed a significant one-month recovery in sales of nontraded REITs (NTRs) and Business Development Companies (BDCs). NTR sales in March were $622.6 million and BDC sales...
NexPoint Capital Reduces Public Offering Price
NexPoint Capital Reduces Public Offering Price April 28, 2017 | by Jared Schneider | Blue Vault On April 26, 2017 NexPoint Capital, Inc., a nontraded BDC, decreased its public offering price to $10.50 per share from $10.66 per share. This is in accordance with the...
With a sliding scale of selling commissions for volume purchases of nontraded REIT shares, what happens to the net proceeds per share when selling commissions fall?
With a sliding scale of selling commissions for volume purchases of nontraded REIT shares, what happens to the net proceeds per share when selling commissions fall? Answer: Net proceeds per share remain the same as selling commissions fall because the effective...
Getting mom and pop investors into private equity proves to be an elusive goal
Getting mom and pop investors into private equity proves to be an elusive goal April 21, 2017 | by Bloomberg News | InvestmentNews Private equity firms are good at solving complex problems. What’s stumping them? Normal people. Five years ago, Carlyle...
SEC Fiduciary Rule Becomes an Increasing Possibility
SEC Fiduciary Rule Becomes an Increasing Possibility April 24, 2017 | Financial Advisor IQ The SEC’s acting chairman believes the commission should spearhead a fiduciary rule in place of the Department of Labor’s version, the Wall Street Journal writes. The SEC needs...
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