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Strategy Is Nothing Without Implementation
By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether…
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.
John Hancock Investment Management Launches a Multi Asset Credit Interval Fund with Manulife | CQS Investment Management
With CQS’ differentiated expertise in global alternative credit, John Hancock Multi Asset Credit Fund is a strong addition to our growing lineup of liquid and semi-liquid alternative offerings and our larger credit franchise.
Recent News
Apartment Owners Likely To Reap Rewards Of Housing Market Headaches
Apartment Owners Likely To Reap Rewards Of Housing Market Headaches June 29, 2022 | Dees Stribling |Bisnow Ballooning costs in the for-sale housing market have served as an...
The Housing Shortage Is Going to Get Worse
The Housing Shortage Is Going to Get Worse July 1, 2022 | James Sprow | Blue Vault The Federal Reserve’s increase in its overnight rate for the third time this year in...
Independence Day Message from Blue Vault
July 1, 2022 Blue Vault offices will close at 1pm on Friday, July 1st in observance of Independence Day and reopen with normal business hours on Tuesday, July 5th. Have a...
Total Assets for Open Nontraded REIT Programs at $150 Billion
Total Assets for Open Nontraded REIT Programs at $150 Billion July 1, 2022 As of March 31, 2022, the total assets owned by those perpetual nontraded REIT programs that are...
Research Brief: Housing
Research Brief: Housing June 30, 2022 | Marcus & Millichap Early Signs of Housing Price Recalibration as Higher Interest Rates Stunt Affordability Prospective buyers...
Total Assets for Open Nontraded REIT Programs at $150 Billion
Total Assets for Open Nontraded REIT Programs at $150 Billion June 30, 2022 | James Sprow | Blue Vault As of March 31, 2022, the total assets owned by those perpetual...
More articles…
The full-cycle event by a nontraded REIT in 2015 that created the most estimated common shareholder liquidity was Apple Hospitality REIT, which was created by a merger of Apple REITs Seven, Eight and Nine. The listing created approximately $3.3 billion in shareholder liquidity.
Twelve 4th Quarter 2015 Nontraded REIT Individual Pages Have Now Been Posted to the Blue Vault Website
Twelve 4th Quarter 2015 Nontraded REIT Individual Pages have now been posted to the Blue Vault website. Stay tuned for more individual pages to be posted throughout the week. American Finance Trust Q4 2015 American Realty Capital – Retail Centers of America Q4...
InvenTrust Properties Corp. Announces Acquisition of Stevenson Ranch Plaza in Los Angeles, California
InvenTrust Properties Corp. Announces Acquisition of Stevenson Ranch Plaza in Los Angeles, California InvenTrust Expands Presence in Southern California with Top-Tier Retail Center InvenTrust Properties Corp. Announces Acquisition of Stevenson Ranch Plaza in Los...
California REIT to Acquire $371M Worth of Assets from Mindful Storage
April 20, 2016 | by Adriana Pop | Commercial Property Executive In a $371 million deal, Strategic Storage Trust II has agreed to purchase a portfolio of 27 facilities totaling more than 1.5 million square feet in North Carolina, Florida and Maryland. Ladera Ranch,...
By the end of 2015, 17 industry sponsors had completed full-cycle events, and all of the eight 2015 full-cycle events were by sponsors with previous such events.
The average distribution rate for nontraded BDCs as of December 31, 2015 was 8.11%.
KBS REIT III Signs 21,000 Square Feet in Leases at Phoenix Office Complex
Apr 19 2016 | by DI Wire KBS Real Estate Investment Trust III, a publicly registered non-traded REIT, signed three new leases totaling 20,671 square feet at Anchor Centre in Phoenix Arizona’s Camelback Corridor. Black & Veatch Corporation, a global engineering,...
California REIT continues buying spree
BURL ROLETT | APRIL 15, 2016 | Business Den After spending more than $200 million on deals in Colorado in 2015, a California-based REIT is gobbling up more real estate. Steadfast Apartment REIT bought the Fielder’s Creek apartment complex in South Denver last month...
In 2015 the top five sponsors raised an estimated $5.6 billion of the total capital raised by all nontraded REITs, or 56% of the estimated $10.0 billion total. This marked a decrease in market share by the top five sponsors in 2014, when the top five raised over 70% of all equity, including DRIP proceeds, through public offerings.
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Phillips Edison Grocery Center REIT II, Inc. Strengthens Portfolio with Three Strategic Acquisitions
– Expands portfolio in New York and adds new grocer to portfolio – April 14, 2016 03:13 PM Eastern Daylight Time CINCINNATI–(BUSINESS WIRE)–Phillips Edison Grocery Center REIT II, Inc. (the “Company”) today announced the strategic acquisitions...









