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Five Questions with Jackie Wilke: Modern Marketing and More
“The modern investor cares less about where you are, and more about who you are. Technology can be a catalyst for building deeper relationships with clients and prospects by consistently showing up where they are with meaningful content.” — Jackie Wilke
ExchangeRight Achieved Strong Performance and New Growth in 2024
ExchangeRight’s 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm’s inception in 2012.
Blue Vault Q3 2024 NTR/BDC Individual Performance Page Update 12-18-2024
Check out Blue Vault’s newly published Q3 NTR and BDC individual performance pages or browse the Full BDC Industry Review .
Explore Portfolio Impacts of Tax Policy at December Community Groups Meeting
Join Scott Hodge of the Tax Foundation at our next Alts Community Groups meeting on Monday, December 16, 2024, and equip yourself for client questions about next year’s tax debate and the future of the Tax Cuts and Jobs Act of 2017.
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Mark Lavery: Is There a Typical Structure of an Interval Fund Portfolio?
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) addresses whether or...
Lucy Lu Munro: Dislocated Credit Defined
In this video clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) offers a definition for...
Mark Lavery: Typical Investor Profile
In this video clip from the webinar, “How do Interval Funds Choose Their Investments?”, Mark Lavery (First VP, Business Development for CIM) describes the...
Lucy Lu Munro: Attraction of Interval Funds
In this clip from the webinar, “How Do Interval Funds Choose Their Investments?”, Lucy Lu Munro (Client Portfolio Manager, Apollo) explains what makes interval...
Abby Salameh: Understanding the Needs of the Client
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Abby Salameh (Chief Marketing Officer, CAIS) addresses the importance of...
Which nontraded BDC raised $224.4 million in capital in August 2022?
Which nontraded BDC raised $224.4 million in capital in August 2022? Answer: Blue Owl Capital Inc. (formerly Owl Rock Capital Advisors) raised $224.4 for Owl Rock Core...
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As of March 1, two traded REIT sectors trading at premiums to NAV above 9% were also the two sectors in which two particular nontraded REITs concentrate their current investments. What are the sectors and which two NTRs focus in those sectors?
As of March 1, two traded REIT sectors trading at premiums to NAV above 9% were also the two sectors in which two particular nontraded REITs concentrate their current investments. What are the sectors and which two NTRs focus in those sectors? Answer: Healthcare...
Self-Storage REITs Remain Appealing
Self-Storage REITs Remain Appealing March 24, 2017 | by Michele Lerner | REIT.com Following a banner year in 2015, self-storage REITs cooled off in 2016. Returns for the sector were down 8.14 percent for the year, compared with an increase of 9.3 percent overall for...
Self-Storage Investment Firm Strategic Storage Trust IV Launches $1B IPO
Self-Storage Investment Firm Strategic Storage Trust IV Launches $1B IPO March 20, 2017 | Inside Self-Storage Strategic Storage Trust IV Inc. (SST IV), which intends to invest in self-storage and qualify as a real estate investment trust (REIT), has launched an...
Are REITs Like Bonds: Why or Why Not?
Are REITs Like Bonds: Why or Why Not? With the Federal Reserve finally beginning to raise short-term interest rates from the historical lows over the last several years, we may want to compare REITs to bonds and consider the ways in which investor returns from...
Lightstone Closes $85.3 Million Loan for Exclusive Upper East Side Development
Lightstone Closes $85.3 Million Loan for Exclusive Upper East Side Development March 23, 2017 | Lightstone NEW YORK, March 23, 2017 /PRNewswire/—The national real estate investor/developer, Lightstone, announced today the closing of financing for 40 East End Avenue, a...
Blackstone’s REIT Buys $116M of Mortgage-backed Securities
Blackstone’s REIT Buys $116M of Mortgage-backed Securities March 27, 2017 | by James Sprow | Blue Vault In March 2017, the REIT purchased $116 million of commercial mortgage-backed securities issued by a trust sponsored by Goldman Sachs, and secured by a...
CNL Healthcare Properties II Lowers Fees in Current Offering
CNL Healthcare Properties II Lowers Fees in Current Offering March 27, 2017 | by James Sprow | Blue Vault On March 20, 2017, the REIT and CNL Securities Corp., its dealer manager, entered into an Amended and Restated Dealer Manager Agreement, which amends and restates...
NTR Subscribers, the “Blue Vault Brief – 2016 Nontraded NTR Year In Review” is now available online!
NTR Subscribers, the “Blue Vault Brief – 2016 Nontraded NTR Year In Review” is now available online! Log in to the Blue Vault website, this report can be found under “Subscriber-Only Research”, then “Briefs – Years In...
BDC Subscribers, the “Blue Vault Brief – 2016 Nontraded BDC Year In Review” is now available online!
BDC Subscribers, the “Blue Vault Brief – 2016 Nontraded BDC Year In Review” is now available online! Log in to the Blue Vault website, this report can be found under “Subscriber-Only Research”, then “Briefs – Years In...
Blue Vault’s first nontraded REIT NAV study is now available to NTR subscribers.
Blue Vault’s first nontraded REIT NAV study is now available to NTR subscribers. Log in to the Blue Vault website and look under “Subscriber-Only Research” and “Nontraded REIT Studies”.
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