Professional Services Perspectives
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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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Gold Leaf Farming LP Investment Overview [pdf]
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Recent News
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...
Clip: Advisors’ Alts Use More Sophisticated Today
Clip: Advisors’ Alts Use More Sophisticated Today In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry. Click here to...
Clip: Family Offices
Clip: Family Offices In this clip from Inside the V(ALT), Kirk Montgomery defines the family office and the services it provides to clients. Click here to watch the full...
REIT earnings recovery accelerated in the second quarter of 2021: Nariet
REIT earnings recovery accelerated in the second quarter of 2021: Nariet August 13, 2021 | Kathleen Steele Gaivin | McKnight’s Senior Living The commercial real estate...
More articles…
AFIN’s Board Recommends Rejection of MacKenzie July 26 Tender Offer
American Finance Trust (“AFIN”), Inc.’s board of directors announced on August 1 that it strongly recommends that its shareholders reject…
Rodin Global Property Trust Acquires Office Building in Columbus, Ohio
On July 31, 2018, Rodin Global Property Trust, Inc., through its operating partnership, acquired,…
Which Nontraded REITs May Be Most Vulnerable to Rising Interest Rates? (Part 1 of 2)
Using the most recent quarterly filings of all nontraded REITs that had significant operations in Q1 2018 and are not in the process of liquidating, Blue Vault identifies those REITs that have the most vulnerability to rising rates using several different metrics as criteria…
Resource Apartment REIT III: A Brief Update
On July 23, 2018, Resource Apartment REIT III, Inc. through its operating partnership entered into an agreement to purchase…
CNL Healthcare Properties Inc.’s Board Urges Rejection of Tender Offer
CNL Healthcare Properties Inc.’s board urged the healthcare real estate investment trust’s stockholders to reject an unsolicited mini-tender offer from…










