Professional Services Perspectives
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How One Private Real Estate Firm is Attempting to Court Financial Advisors
CIM has split its wealth-focused team into three groups so that each group can pursue relationships with a particular segment of the wealth management industry, including broker/dealers, wirehouses and RIAs…
CIM Group Brings Luxury Watch Manufacturer A. Lange & Söhne to The Shops at Tribune Tower
CIM Group controls approximately 60,000 square feet of flexible retail space on Michigan Avenue with its Tribune Tower and 444 N. Michigan Ave. properties.
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
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Recent News
Phillips Edison & Company Reports Third Quarter 2021 Results; Raises Core FFO and Acquisitions Guidance
Phillips Edison & Company Reports Third Quarter 2021 Results; Raises Core FFO and Acquisitions Guidance November 04, 2021 | Phillips Edison & Company, Inc. Phillips...
Listed US Equity REITs Traded at Median 2.6% Premium to NAV on November 1
Listed US Equity REITs Traded at Median 2.6% Premium to NAV on November 1 November 4, 2021 | James Sprow | Blue Vault Publicly traded U.S. equity REITs traded at a median...
Inland Private Capital Corporation Monetizes 34-Property Self-Storage Portfolio with $265 Million Sale on Behalf of Investors
Inland Private Capital Corporation (“IPC”) today announced the $265 million sale of a 34-property portfolio of self-storage assets, providing liquidity to three of its...
Capital Square 1031 Acquires Newly Constructed, Class A Multifamily Community Near Florida’s Scenic Highway 30A
Capital Square 1031 Acquires Newly Constructed, Class A Multifamily Community Near Florida’s Scenic Highway 30A November 4, 2021 | Capital Square Capital Square, a leading...
Dynamic Balance Sheet Modeling for Business Planning
Dynamic Balance Sheet Modeling for Business Planning September 21, 2021 | Jordan Taylor | UMB The pandemic has caused an abundance of uncertain times. It’s becoming...
Strategic Wireless Expands Portfolio With Multiple Cell Towers and Other Assets
Strategic Wireless Expands Portfolio With Multiple Cell Towers and Other Assets November 3, 2021 | Strategic Wireless Strategic Wireless Infrastructure Funds Management...
More articles…
Multifamily Continues to Rule CRE
The multifamily sector showed the most robust growth amongst all CRE sectors—multifamily, office, industrial, retail and hotel…
Advisor Pays Fees in Strategic Student & Senior Housing Trust’s Updated Public Offering
Blue Vault’s August 13 article about Strategic Student & Senior Housing Trust addressed the nontraded REIT’s strategy of focusing on two unique…
A Look at FS Investments Nontraded BDCs and Interval Funds
FS Investments started as Franklin Square Capital Partners in 2007. The firm currently has in excess of $23 billion in assets under management in 11 funds, with …
Strategic Student & Senior Housing Rides Demographic Waves
There are three trends and related strategies that combine to make a nontraded REIT program that invests in two distinct asset types both…
Of the 32 interval funds currently covered by Blue Vault, what is the most commonly used fiscal year-end date?
Answer: Seven funds use September 30 as their fiscal year-end date, followed by six funds who use October 31 as their fiscal year-end date, and five funds…
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