Professional Services Perspectives
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CIM Real Assets & Credit Fund Announces Significant Reduction in Incentive Fee
The increase in the distribution rate reflects increasing income on CIM RACR’s floating rate real estate and credit investments and the expectation of improving net operating income on its real estate equity investments from recent strong leasing activity.
CAIS Expands Alts Offering with Pershing with No Transaction Fees
It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.
The Consequences of Cash
Investors may often hear that “cash is king,” but holding on to too much cash and staying out of both private and public investments may have serious repercussions on an investor’s portfolio.
Harnessing the Alts Tech Advantage
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This
contrasts with the 60/40 approach that had been the traditional investment framework utilized by
investment advisors for their clients previously…
Recent News
Which five nontraded REITs from Blue Vault’s Full-Cycle Performance studies had the lowest annualized rate of return to early investors?
Which five nontraded REITs from Blue Vault’s Full-Cycle Performance studies had the lowest annualized rate of return to early investors? Answer: American Realty...
SmartStop Asset Management Announces Scholarship Winners of YOUnion Student Living Essay Contest
SmartStop Asset Management Announces Scholarship Winners of YOUnion Student Living Essay Contest October 18, 2021 | SmartStop Asset Management, LLC SmartStop Asset...
Black Creek Industrial REIT IV’s Remarkable Increase in NAV
Black Creek Industrial REIT IV’s Remarkable Increase in NAV October 19, 2021 | James Sprow | Blue Vault On October 15, Black Creek Industrial REIT IV announced a revised...
How did Tasty Brands restaurant sales for the 2nd Quarter of 2021 compare to the 2nd Quarter of 2020?
How did Tasty Brands restaurant sales for the 2nd Quarter of 2021 compare to the 2nd Quarter of 2020? Answer: Total restaurant revenue increased 35.5% to $52.8...
Economy, Stimulus, Resiliency: Where to Find Opportunities Post Coronavirus
Economy, Stimulus, Resiliency: Where to Find Opportunities Post Coronavirus October 18, 2021 | James Sprow | Blue Vault Dr. Randy Anderson of Griffin Capital presented a...
IPA Honors David Fisher with Outstanding Service Award for His Advocacy Efforts
IPA Honors David Fisher with Outstanding Service Award for His Advocacy Efforts October 19, 2021 | ExchangeRight The Institute for Portfolio Alternatives (“IPA”) has honored...
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Q4 2018 “Vault View” Webinar
Q4 2018 “Vault View” Webinar How are nontraded REITs and BDCs executing their investment strategy? Join BV for an up-to-date industry overview of 2018 REIT and BDC performance. Find out where the alts market is heading and ask your questions....
How many sponsors of nontraded REITs have raised over $1 billion since 1990?
How many sponsors of nontraded REITs have raised over $1 billion since 1990? Answer: 22 Sponsor Cumulative Capital Raise since 1990 ($ Mill) Rank AR Global $17,933.3 1 Inland Real Estate Investment Corporation $17,471.9 2 CIM Group $13,580.0 3 CNL Financial Group...
InPoint Commercial Real Estate Income Reports Changes to Offering Agreements and Bylaws
On April 29, 2019, InPoint Commercial Real Estate Income entered into the Dealer Manager Agreement with Inland Securities Corporation pursuant to which the Dealer Manager will serve as the exclusive dealer manager…
Tax Benefits Aren’t The Biggest Benefit of Opportunity Zones
Investors are lining up to buy projects in qualified opportunity zones and take advantage of the subsequent tax benefits, but the capital gains tax forgiveness is…
Oaktree’s Nontraded REIT Program Public Offering Status
Oaktree Real Estate Income Trust, Inc. was formed on July 27, 2017. The Company was organized to invest primarily in well-located, high quality commercial…









