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Prospect Capital Schedules First Fiscal Quarter Earnings Release and Conference Call
The Company will host a conference call on Thursday, November 9, 2023 at 10:30 a.m. Eastern Time…
Higher Interest Rates and Nontraded REIT Refinancing
As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%…These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.
An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT
The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”
Inside the V(ALT), with Sumit Saraf
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Recent News
Alternative Fund Advisors Selects UMB Fund Services to Provide Services to the Firm’s First Registered Closed-End Interval Fund
Alternative Fund Advisors Selects UMB Fund Services to Provide Services to the Firm’s First Registered Closed-End Interval Fund August 12, 2021 | UMB Fund Services, Inc....
Leitbox Storage Partners Announces Full-Cycle Storage Disposition of its Palm Beach, FL facility
Leitbox Storage Partners Announces Full-Cycle Storage Disposition of its Palm Beach, FL facility August 17, 2021 | Leitbox Storage Partners BIRMINGHAM, AL – August 17, 2021...
Pacific Oak Capital Markets Taps Industry Veteran Bill Talbott to Lead Sales Efforts in Ohio Valley
Pacific Oak Capital Markets Taps Industry Veteran Bill Talbott to Lead Sales Efforts in Ohio Valley August 16, 2021 | Pacific Oak Capital Markets LOS ANGELES (Aug. 16,...
Kirk Montgomery: Family Offices Moving Toward Alts
In this clip from Inside the V(ALT), Kirk Montgomery explores the evolution of family offices and alternative...
Kirk Montgomery: Advisors’ Alts Use More Sophisticated Today
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the...
Clip: Family Offices Moving Toward Alts
Clip: Family Offices Moving Toward Alts In this clip from Inside the V(ALT), Kirk Montgomery explores the evolution of family offices and alternative investments. Click...
More articles…
Blog Post: Are Flat-Fee TAMPs a Boon to RIAs?
Blog Post: Are Flat-Fee TAMPs a Boon to RIAs? August 2, 2018 | Beth Glavosek | Blue Vault In an era in which fees have come under scrutiny, one major selling point of the Registered Investment Adviser (RIA) model is the channel’s commitment to transparency, lower...
Which Nontraded REITs May Be Most Vulnerable to Rising Interest Rates? (Part 2 of 2)
In a recent article, we looked at those nontraded REITs that could be vulnerable to rising interest rates…
NexPoint Capital: A Brief Update
Effective August 1, 2018, the board of directors of NexPoint Capital, Inc. approved the determination of the Company’s net asset value per share…
Griffin-American Healthcare REIT IV Acquires Medical Office Building Near Seattle
American Healthcare Investors and Griffin Capital Company, LLC, the co-sponsors of Griffin-American Healthcare REIT IV, Inc., announced on July 31
According to a filing with the SEC, what is the name of a limited partnership in Israel that owns over $100 million in nontraded REIT shares in the United States and recently concluded a tender offer for shares of Cole Office & Industrial REIT (CCIT II), Inc.?
Answer: Comrit Investments Ltd. is a real estate investment fund that was formed in 2015 and currently owns over $100 million in nontraded REIT securities in the United States. On July 30, 2018, the company accepted 56,691 Class A shares that were tendered and following the purchase of all of the tendered shares will own an aggregate of approximately 667,217 Class A shares in the REIT.









