Professional Services Perspectives
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US Hotel Metrics Edge Lower in Week Ended August 12
US hotel performance declined during the week ended Aug. 12, STR reported, citing the latest data from CoStar, which provides information and analytics in the property markets…
Blue Vault Begins Publishing Q2 2023 Performance Reports
Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR...
What was Blackstone’s Floating Rate Enhanced Income Fund Class I annualized distribution rate as of March 31, 2023?
The fund’s annualized distribution rate…
Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…
Recent News
Cottonwood Communities Completes $1.6B Merger
Cottonwood Communities Completes $1.6B Merger May 13, 2021 | Cottonwood Communities Cottonwood Communities, Inc. (“Cottonwood Communities” or “CCI”), a publicly registered...
The Transformation of Retail – An Interview with Inland’s CEO Mitchell Sabshon
The Transformation of Retail – An Interview with Inland’s CEO Mitchell Sabshon May 13, 2021 | James Sprow | Blue Vault Mitchell Sabshon is CEO and President of Inland Real...
Which Reg. A+ real estate investment trust sponsored by Cottonwood recently announced an NAV that was up 9% from its 2020 NAV per share?
Which Reg. A+ real estate investment trust sponsored by Cottonwood recently announced an NAV that was up 9% from its 2020 NAV per share? Answer: Cottonwood Multifamily...
Prospect Capital Corporation, one of the largest BDCs with $6.1 billion in capital under management as of 12/31/20, has significant insider ownership. What percentage of shares are owned by insiders as of 12/31/20?
Prospect Capital Corporation, one of the largest BDCs with $6.1 billion in capital under management as of 12/31/20, has significant insider ownership. What percentage of...
US government bond yields stagnate despite hot economic data
US government bond yields stagnate despite hot economic data May 6, 2021 | Brian Scheid | S&P Global Marketing Intelligence A stagnant U.S. government bond market in the...
Morgan Stanley’s Laurel Durkay Takes a Global View
Morgan Stanley’s Laurel Durkay Takes a Global View April 7, 2021 | Clay Risher | Nareit For Morgan Stanley’s Laurel Durkay, investing in real estate is, at its core, problem...
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TIAA Plans to Introduce a Nontraded REIT
TIAA’s London-based real estate arm is introducing a nontraded real estate investment trust in the coming months, PERE News reported, citing unnamed sources familiar with the vehicle.
How did the median debt ratio for Open Nontraded REIT programs in Q2 2017 compare to Q2 2016?
Answer: The median debt ratio was 42.8% at Q2 2017 compared to 45.5% at Q2 2016.
Building My Practice: What Farmers and Financial Advisors Have in Common
Ron Carson on Why Advisors Should Embrace Complexity.
Which Nontraded REIT program led the industry in DRIP proceeds YTD through Q2 2017?
Answer: Cole Credit Property Trust IV, Inc. reported $51.7 million in DRIP proceeds YTD.
Consumers enjoy the in-store grocery experience: reports
More and more consumers are giving online grocery shopping a try, but a significant segment of the population still says they enjoy the in-store experience, according to some recent surveys.









