Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
GTIS Partners Builds Out Fundraising Team with Appointment of Sharon Liss as Managing Director
GTIS Partners LP (“GTIS”), a global real estate investment firm with a focus on residential and industrial/logistics investments, is pleased to announce that it has expanded its U.S. Capital Markets team with the hire of Sharon Liss as a Managing Director.
Blue Vault Q1 2024 Nontraded REIT Industry Review is Published
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Recent News
Rising Interest Rates, Inflation Lead Investors to Reassess Which CRE Assets to Pursue
Rising Interest Rates, Inflation Lead Investors to Reassess Which CRE Assets to Pursue June 28, 2022 | Buck Wargo | WealthManagement.com Multifamily and industrial continue...
Continuously Offered Nontraded REITs Maintain Positive Returns in May
Continuously Offered Nontraded REITs Maintain Positive Returns in May June 30, 2022 | James Sprow | Blue Vault Eleven of the thirteen continuously offered non traded REIT...
As Housing Demand Softens, Could Building Prices Finally Peak?
As Housing Demand Softens, Could Building Prices Finally Peak? June 28, 2022 | Paul Bergeron | GlobeSt.com Given rising interest rates, housing demand is slowing, according...
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced...
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022?
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022? Answer:...
Thoughts About Effects of Rising Interest Rates on CRE NAVs and Cap Rates
Thoughts About Effects of Rising Interest Rates on CRE NAVs and Cap Rates June 29, 2022 | James Sprow | Blue Vault In this discussion, we focus on the effects of rising...
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The Blue Vault NTR and BDC quarterly Reviews will be released no later than May 3. However, as usual, individual product pages will be released as they are completed. You will begin to see individual pages beginning the week of April 18.
Inland Real Estate Acquisitions Buys Two Colorado Multifamily Properties
Apr 05 2016 | by DI Wire Inland Real Estate Acquisitions, the purchasing arm for various Inland-sponsored programs including various Delaware statutory trust investments and non-traded real estate investment trusts, purchased two multifamily properties, Miramont...
InvenTrust Properties Corp. Announces Acquisition of Renaissance Center in Durham, NC
Property to Serve as Centerpiece of Company’s Portfolio in Key Strategic Raleigh-Durham Market April 04, 2016 09:30 AM Eastern Daylight Time OAK BROOK, Ill.–(BUSINESS WIRE)–InvenTrust Properties Corp. (“InvenTrust” or “the Company”) today announced that it...
Franklin Square Upsizes Commitment to Swift Worldwide Resources
Increase of senior secured unitranche loan supports Swift’s merger with Air Energi 09:03 ET from Franklin Square Capital Partners PHILADELPHIA, April 4, 2016 /PRNewswire/ — Franklin Square Capital Partners (Franklin Square), the largest manager of business...
Strategic Storage Trust II to Buy 27 Property Portfolio for $371 Million
Apr 04 2016 | by DI Wire Strategic Storage Trust II Inc., a publicly registered non-traded real estate investment trust, signed multiple agreements to purchase a portfolio of 27 properties for approximately $371 million, plus closing costs and acquisition fees. The...
Over $10 billion in shareholder liquidity was created by the full-cycle events among nontraded REITs in 2015.
Lightstone Value Plus REIT III Buys Rhode Island Hotel for $12.4 Million
Mar 31 2016 | by DI Wire Lightstone Value Plus Real Estate Investment Trust III, Inc., a publicly registered non-traded real estate investment trust, purchased a 92-room Courtyard by Marriott hotel in Warwick, Rhode Island for $12.4 million. The Courtyard –...
Phillips Edison Grocery Center REIT II, Inc. Strengthens Portfolio with Strategic Acquisition
March 31, 2016 01:06 PM Eastern Daylight Time CINCINNATI–(BUSINESS WIRE)–Phillips Edison Grocery Center REIT II, Inc. (the “Company”) today announced the strategic acquisitions of a grocery-anchored shopping center in Ohio. The Company acquired the 67,280...
Moody National REIT I Declares Value at $10.75 per Share
HOUSTON, March 31, 2016 /PRNewswire/ — Moody National REIT I, Inc., (“REIT I”) a publicly registered non-traded real estate investment trust, has announced that, on March 24, 2016, its board of directors determined the estimated value per share of...
Based on current SEC filings, sponsor reports directly to Blue Vault, and sales trends, it is estimated that the nontraded REIT industry raised approximately $10.0 billion in 2015 versus $15.6 billion in 2014.
Based on current SEC filings, sponsor reports directly to Blue Vault, and sales trends, it is estimated that the nontraded REIT industry raised approximately $10.0 billion in 2015 versus $15.6 billion in 2014....
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