Professional Services Perspectives
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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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Gold Leaf Farming Firm Overview [PDF]
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Recent News
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...
How One Industrial Fund Is Targeting a Wider Investor Base
How One Industrial Fund Is Targeting a Wider Investor Base CRG is trying to connect with family offices and high-net-worth investors, as well as underrepresented investor...
Randy Anderson: Yield is Hard to Come By
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July 2021 Nontraded REIT Capital Raise Decreases 9.2% for Reporting Offerings
July 2021 Nontraded REIT Capital Raise Decreases 9.2% for Reporting Offerings August 16, 2021 | James Sprow | Blue Vault Blue Vault received July sales totals for 10...
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Carter Validus Mission Critical REIT II to Close Offering November 27, 2018
On November 27, 2017, a follow-on offering by Carter Validus Mission Critical REIT II of up to $1,000,000,000 in shares of common stock was declared effective…
Digging Deeper into American Finance Trust Valuation
There’s the old saying about how any fool can become a millionaire…
American Realty Capital New York City REIT Closes $12.95 Self-Tender
On July 27, American Realty Capital New York City REIT announced that it had accepted for purchase…
MacKenzie Realty Capital’s Tender for All Classes of AFIN Shares
On July 25, 2018, MacKenzie Realty Capital, Inc. (“MacKenzie”) sent a tender offer to shareholders of American Finance Trust, Inc. (“AFIN”) that offers …
Which nontraded REITs have listed a portion of their common shares and delayed the listing of the remaining shares for up to 18 months to reduce potential selling pressure on the first listing date?
Answer: Whitestone REIT in 2012; Inland Western Retail Real Estate Trust, Inc. in 2013; Healthcare Trust of America, Inc. in 2013; Catchmark Timber Trust, Inc. (formerly Wells Timerland REIT, Inc.) in 2015; and American Finance Trust, Inc. in 2018.
On July 19, 2018, American Finance Trust, Inc. listed only Class A shares, with Class B-1 and Class B-2 to become Nasdaq-listed Class A shares in 90 and 180 days, respectively.











