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Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
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Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Inland Appoints Jovan Marconi as Chief Information Officer
In this role, Mr. Marconi is responsible for developing and implementing the IT strategy, including application development; data management; AI practices; cybersecurity; and the evolution of the technology infrastructure for Inland.
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Recent News
ExchangeRight: Cashflow & FFO
In this clip from Alts Week 2022, Warren Thomas (ExchangeRight) summarizes ExchangeRight’s cashflow & FFO for...
Bluerock: Interval Funds vs. REITS
In this video clip from Alts Week 2022, Josh Hoffman (Bluerock) makes an argument for interval funds over...
Which nontraded REIT recently made its first real estate investment in the “Research Triangle” in North Carolina?
Which nontraded REIT recently made its first real estate investment in the “Research Triangle” in North Carolina? Answer: Hines, the global real estate firm, on...
Sean Raft: 506(c) Selling Agreement
In this video clip from the panel webinar 506(c) Best Practices, Sean Raft (Urban Catalyst) outlines some of the key parts needed in a proper selling agreement for a...
Sean Raft: 506(c)Third Party Services
In this video clip from the panel webinar, 506(c) Best Practices, Sean Raft (Urban Catalyst) discusses the legality of third party services involved with a...
Louis Rogers: 506(c) Stocks & Mutual Funds vs. Reg D
In this video clip from the panel webinar 506(c) Best Practices, Louis Rogers (Capital Square) gives his thoughts on what is required for 506(c) vs. Reg...
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KBS Growth & Income REIT Makes Second Acquisition
KBS Growth & Income REIT Makes Second Acquisition July 15, 2016 | by Beth Glavosek | Blue Vault KBS has announced that its Growth & Income REIT purchased the 219,742-square-foot Commonwealth Building in Portland, Oregon for $69 million. This is...
Griffin-American Healthcare Trust IV is now offering Class I shares that will initially be sold for $9.30 each and have no selling commissions or stockholder servicing fees associated with their purchase. What percentage of the offering share price paid to the dealer manager will be paid by the REIT?
Griffin-American Healthcare Trust IV is now offering Class I shares that will initially be sold for $9.30 each and have no selling commissions or stockholder servicing fees associated with their purchase. What percentage of the offering share price paid to the dealer...
House spending bill includes provision to kill DOL fiduciary rule
House spending bill includes provision to kill DOL fiduciary rule Congressional Republicans continue to fight the measure that requires advisers to retirement accounts to act in clients’ best interest Jul 7, 2016 @ 12:25 pm | By Mark Schoeff Jr. |...
Dividend cuts possible at AR Global REITs, analysts say
Dividend cuts possible at AR Global REITs, analysts say The REITs are paying distributions to shareholders that exceed cash flow, in some cases by a wide margin Jul 11, 2016 @ 1:02 pm | By Bruce Kelly | Investment News Investors in a number of AR...
Office Outlook In A Word: ‘Vigorous’
Office Outlook In A Word: ‘Vigorous’ JULY 12, 2016 | BY JOHN SALUSTRI | GlobeSt.com CALABASAS, CA— “Steady office improvement with balanced development buoy investor interest,” says Marcus & Millichap in its quarterly market report. Office vacancy...
JLL-Managed REIT Returns To Office Investment with $122 Million Purchase
JLL-Managed REIT Returns To Office Investment with $122 Million Purchase JLL Income Property Trust Makes its Largest Single-Asset Buy in 12-Year History July 12, 2016 | By Mark Heschmeyer | CoStar JLL Income Property Trust, a non-traded REIT managed by...
Dot Your I’s and Cross Your T’s – Get Ready for the Next Generation of Share Classes
Dot Your I’s and Cross Your T’s – Get Ready for the Next Generation of Share Classes July 13, 2016 – Part Two in a month long series of Share Class blog posts. This week, we’re taking a closer look at some of the more specialized share classes available through...
June Nontraded REIT and BDC Performance
June Nontraded REIT and BDC Performance July 13, 2016 | by Beth Glavosek | Blue Vault The numbers are in, and we have the latest data on nontraded REIT and BDC performance for the month of June. After reaching a high mark in February of approximately...
One NTR had more cash and equivalents on its books ($273.6 million) at March 31, 2016, more than 12 nontraded REITs individually had in total assets on that date. Which REIT?
One NTR had more cash and equivalents on its books ($273.6 million) at March 31, 2016, more than 12 nontraded REITs individually had in total assets on that date. Which REIT? KBS Strategic Opportunity...
Good times for fast-casual chains
Good times for fast-casual chains JULY 8, 2016 | BY MARIANNE WILSON | Chain Store Age Bolstered by the rapid expansion of build-your-own pizza concepts, fast-casual chains had another strong year in 2015. That’s according to Technomic Inc.’s annual Top...
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