Professional Services Perspectives
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How Wall Street’s REIT giants are reshaping U.S. real estate
U.S real estate investment trusts today manage $4.5 trillion in real estate worldwide. Many groups on Wall Street offer these tax-friendly funds to retail investors.
Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start)
With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return rises with an increase in risk…
How Wall Street’s REIT giants are reshaping U.S. real estate
U.S real estate investment trusts today manage $4.5 trillion in real estate worldwide. Many groups on Wall Street offer these tax-friendly funds to retail investors. KKR’s real estate business is one of the big players in the REIT game. The private equity firm manages multiple REIT funds. The KKR Real Estate Select Trust, which currently manages $1.5 billion in assets, paid a dividend of 5.4% to its investors in July 2023…
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 8-31-2023 Blue Vault has published Q2 2023...
Recent News
Blackstone Agrees to Buy U.K.’s St. Modwen for $1.7 Billion
Blackstone Agrees to Buy U.K.’s St. Modwen for $1.7 Billion May 20, 2021 | Jack Sidders | Bloomberg Blackstone Group Inc. has confirmed it will offer 1.2 billion pounds...
Inside the V(ALT), with Michael Schwartz and Ben Aitkenhead
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Capital Square Breaks Ground on Fourth Opportunity Zone Project in Richmond, Virginia
Capital Square Breaks Ground on Fourth Opportunity Zone Project in Richmond, Virginia May 25, 2021 | Capital Square RICHMOND, Va. (May 25, 2021) – Capital Square, a leading...
Clip: Investing in Scale
Clip: Investing in Scale In this clip from Inside the V(ALT), Ben Aitkenhead talks about giving investors the opportunity to invest in scale through single family rental...
Clip: Balancing Value Growth and Distribution Coverage
Clip: Balancing Value Growth and Distribution Coverage In this clip from Inside the V(ALT), Michael Schwartz talks about growing NAV and cash flow for investors. Click...
Clip: Solving for Income and Growth in Single Family Rental
Clip: Solving for Income and Growth in Single Family Rental Is it difficult to achieve income and growth in the single family rental sector? Find out what Ben Aitkenhead...
More articles…
A Tough Year for Nontraded BDCs
Sales of nontraded business development companies are headed for a decline for a third year in a row and are likely to have their worst year for equity raising since 2010…
Amazon & Whole Foods: A Win For Smart Grocers Everywhere
When you consider Amazon’s $13.4-billion acquisition of Whole Foods, think evolution, not revolution, says InvenTrust CEO Tom McGuinness.
FFO of all REITs Declined in Q3, but Firm Fundamentals Point to Future Growth
FFO of all U.S. listed REITs in the third quarter was $14.8 billion, 7.8 percent higher than it was one year earlier, according to the Nareit T-Tracker®.
Tax Bills Doom Tax-Free 1031 Exchanges Of Cryptocurrency
Under the tax code, most swaps are taxable as sales.
Inland Real Estate Income Trust Makes Strategic Moves
In a letter to stockholders November 22, 2017, the board of directors of Inland Real Estate Income Trust, Inc. announced a plan to implement a reverse stock split of 1 share for 2.5 shares and a move to quarterly distributions.











