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QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability
The QOZ Program was created to encourage investment in designated communities across the U.S. by providing certain tax incentives in return for committing long-term capital to these communities through investment vehicles known as Qualified Opportunity Funds (“QOFs”).
I Don’t Want To Pay Taxes, There Is An “Alt” For That
Investing in energy partnerships offers benefits such as diversification and the opportunity to take advantage of meaningful tax deductions and investor returns.
Princeton Medspa Partners Closes $120 Million Growth Financing Official Princeton Medspa Partners Logo
BC Partners, a leading alternative assets investor with approximately $40 billion of assets under management, provided the growth capital to refinance the Company’s existing credit facility and fund near-term acquisitions.
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Chad Clark: Risk Mitigation
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Chad Clark (Partner & Senior Advisor, Redemption Capital) discusses how his firm handles...
Andrew Doughty: Types of Alternative Investments Used
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks Andrew Doughty (Senior Research Manager,...
Kevin Best: Benefits of the Blue Vault Database
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times Financial) discusses the benefits of...
Chad Clark: Building Relationships with Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) asks Chad Clark (Partner & Senior Advisor,...
Andrew Doughty: Selecting Product Sponsors
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Stacy Chitty (Managing Partner, Blue Vault) and Andrew Doughty (Senior Research Manager,...
Kevin Best on Client Relationships
In this clip from the webinar, Why We Use Alts: An Advisor’s Perspective, Kevin Best (Personal Chief Financial Officer, Best Times Financial) describes his approach to...
More articles…
Forty-two individual Nontraded REIT pages have been posted on the Blue Vault website over the last few weeks, all of which will be included in our Q3 2015 Nontraded REIT Review that will soon be completed, posted and printed for our active Blue Vault Research Subscribers.
Blue Vault’s 3rd quarter NTR Review and BDC Review will be released Dec. 10, 2015 Individual NTR performance page releases began Friday, Nov. 20.
Six Additional NTR Pages Posted to the Blue Vault Website on December 2, 2015.
The following Q3 2015 Nontraded REIT Individual Reports have been posted to the Blue Vault Website: American Realty Capital New York City REIT CNL Healthcare Properties KBS Real Estate Investment Trust II KBS Real Estate Investment Trust III Phillips Edison Grocery...
Carey Watermark Investors Buys Historic Dallas Hotel
Carey Watermark Investors, a publicly registered non-traded real estate investment trust sponsored by W.P. Carey (NYSE: WPC), purchased Le Meridien Dallas, The Stoneleigh, a historic hotel in the Uptown Dallas district. Originally built in 1923, Le Meridien Dallas,...
Due to Thanksgiving Day week, this will be the only Blue Vault NewsWire delivered this week. Blue Vault’s NewsWire will resume its delivery next Tuesday, December 1st. Have a Blessed and Happy Thanksgiving!!
Strategic Storage REITs Ink $51 Million Deal
Strategic Storage Growth Trust and Strategic Storage Trust II, two publicly registered non-traded real estate investment trusts sponsored by SmartStop Self Storage Inc., agreed to purchase the Storage Spot Portfolio, which consists of four self storage facilities in...
AR Capital Halts Fundraising for Senior Housing REIT
November 19, 2015 by Amy Baxter Times have certainly changed for AR Capital LLC (ARC) since the $2.6 billion sale of ARC Healthcare REIT to Ventas Inc. (NYSE: VTR) last year. ARC, one of the largest sponsors of non-traded real estate investment trusts (REITs), has...
AR Capital Suspends Capital Raising, Putting $2.3 Billion of Properties in Limbo
Fundraising To Be Cut Off for Trio of Non-Traded REITs With About $550 Million in Pending Acquisitions By Mark Heschmeyer | CoStar November 18, 2015 Alternative asset manager AR Capital LLC, one of the largest sponsors of non-traded REITs that has raised nearly $19...
Franklin Square Finances Acquisition of Justrite Manufacturing
PHILADELPHIA, Nov. 18, 2015 /PRNewswire/ — Franklin Square Capital Partners, the largest manager of business development companies (BDCs), announced the origination of a new senior secured loan and equity co-investment to help finance the acquisition by Audax...
Moody National REIT II Declares Share Value of $25.03
Moody National REIT II Inc., a publicly registered non-traded real estate investment trust, announced that its board of directors determined an estimated value per share of $25.03 for the company’s common stock, as of October 31, 2015. “In an effort to provide...
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