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Blue Vault Begins Publishing Q2 2023 Performance Reports
Blue Vault Begins Publishing Q2 2023 Performance Reports Blue Vault began publishing Q2 2023 NTR and BDC Individual Performance Reports today with the release of the following nontraded REIT pages: CNL Healthcare Properties Q2 2023 Healthcare Trust...
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…
Doing More Of What Really Matters
Doing More Of What Really Matters August 23, 2023 | Marketing Intent The book, Essentialism – The...
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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...
Biden Plan Would Limit Longstanding Tax Break Used by Farmers
Biden Plan Would Limit Longstanding Tax Break Used by Farmers Curb on provision allowing landowners to defer payment of capital-gains levies is seen as another burden on...
April 2021 Nontraded REIT Capital Raise Increases 37% for Reporting Offerings
April 2021 Nontraded REIT Capital Raise Increases 37% for Reporting Offerings May 11, 2021 | James Sprow | Blue Vault Blue Vault received April sales totals for 10 effective...
Strategic Wireless Continues its Cell Tower Acquisition and Development Programs in Multiple Regions of the U.S.
GREENWICH, Conn.–(BUSINESS WIRE)–Strategic Wireless Infrastructure Funds Management (“Strategic Wireless”), announced today that through its affiliate, SWI Funds...
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How many total Interval Funds are currently active and report a positive net assets figure?
How many total Interval Funds are currently active and report a positive net assets figure? Answer: 36 Interval...
Strategic Realty Trust Sells Morningside Marketplace in Fontana, California
On November 1, 2017, Strategic Realty Trust sold an approximately 76,900 square foot retail property located in Fontana, California (“Morningside Marketplace”) to an unrelated third party for $12.7 million.
U.S. companies add most workers in 7 months as storm effect fades: ADP
U.S. companies added the most workers in seven months in October as hiring rebounded from an 11-month low set in September stemming from Hurricanes Harvey and Irma, a report by a payrolls processor showed on Wednesday.
DC Industrial Liquidating Trust to Sell Final 10 Properties by December 11
DC Industrial Liquidating Trust (the “Trust”) was formed on September 18, 2015, to hold and liquidate the 11 properties excluded from the merger of Industrial Income Trust Inc. (“IIT”) with and into a subsidiary of Western Logistics, LLC, an affiliate of Global Logistics Properties Limited.
DOL Files Official Delay of Fiduciary Rule
The Department of Labor on Wednesday filed a rule with the Office of Management and Budget for the official 18-month delay of its fiduciary rule.
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