Professional Services Perspectives
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May 2023 Reported Nontraded REIT Sales Up 11.3% from April 2023
Blue Vault received April 2023 sales totals for ten nontraded REIT program offerings as of June 25, 2023. Sales reported by those ten NTRs totaled $198.4 million, up 11.3% from $178.2 million in April for the same ten NTRs, and down 68% Y-O-Y from the $627.9 million in sales in May 2022…
Overmoon Hires Jen Ricci as Head of Retail Capital Markets
“We are incredibly excited to have Jen on the team at Overmoon as we develop partnerships with the best broker-dealers and RIAs in the country…”
Ashford Securities $500 Million In Capital Raised Since 2021
To date, over 88 independent broker-dealers and RIAs have utilized the investment products distributed by Ashford Securities.
Ashford Securities Announces $500 Million In Capital Raised Since 2021
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it has reached a milestone of $500 million, including $42.1 million from institutions, in capital raised in less than two years of serving investors via the independent broker-dealer and RIA distribution channels.
Recent News
Which owner and manager of self-storage properties began in 2014 via nontraded REITs and is now the 10th largest self storage company in the U.S.?
Which owner and manager of self-storage properties began in 2014 via nontraded REITs and is now the 10th largest self storage company in the U.S.? Answer: SmartStop Self...
Stores That Defined American Malls Bet on a Freestanding Future
Stores That Defined American Malls Bet on a Freestanding Future March 21, 2021 | Jordyn Holman, Lauren Coleman-Lochner | Bloomberg News Quintessential mall stores from...
Griffin Healthcare REITs Reviewing Strategic Alternatives, Update Net Asset Values Per Share
Griffin Healthcare REITs Reviewing Strategic Alternatives, Update Net Asset Values Per Share March 22, 2021 | James Sprow | Blue Vault Griffin-American Healthcare REIT III...
Griffin Institutional Access® Real Estate Fund Announces Continued Investment in the Life Sciences Sector
Griffin Institutional Access® Real Estate Fund Announces Continued Investment in the Life Sciences Sector March 16, 2021 EL SEGUNDO, Calif.–(BUSINESS...
SmartStop Self Storage REIT, Inc. Announces a New $500 Million Multi-Currency Credit Facility
SmartStop Self Storage REIT, Inc. Announces a New $500 Million Multi-Currency Credit Facility March 18, 2021 LADERA RANCH, Calif., March 17, 2021 /PRNewswire/...
SmartStop Self Storage REIT, Inc. Closes Acquisition of Strategic Storage Trust IV, Inc. in $380 Million All-Stock Transaction
SmartStop Self Storage REIT, Inc. Closes Acquisition of Strategic Storage Trust IV, Inc. in $380 Million All-Stock Transaction March 17, 2021 LADERA RANCH, Calif., March 17,...
More articles…
Which nontraded BDC reported the strongest capital raise in Q2 at $137.8 million?
Which nontraded BDC reported the strongest capital raise in Q2 at $137.8 million? Answer: FS Investment Corporation III Learn more about FS Investments on the Blue Vault Sponsor Focus page. Click Here FS Investments promotes Mike Kelly to president FS...
What nontraded closed-end fund reported assets under management of $2.276 billion as of 06/30/17?
What nontraded closed-end fund reported assets under management of $2.276 billion as of 06/30/17? Answer: FS Global Credit Opportunities Fund Learn more about FS Investments on the Blue Vault Sponsor Focus page. Click Here FS Investments promotes Mike...
1031 Exchanges: A Quick Primer
1031 Exchanges: A Quick Primer August 30, 2017 | Geoffrey Metz | GlobeSt.com IRVINE, CA—1031 exchanges continue to attract interest as a method for deferring taxes on a property transaction. But the strategy can be daunting for the first timer. How does a broker...
Phillips Edison Expands Holdings With Illinois Retail Buy
Phillips Edison Expands Holdings With Illinois Retail Buy September 15, 2017 | Gail Kalinoski | Commerical Property Executive Phillips Edison & Co., a Cincinnati-based owner of grocery-anchored shopping centers, is continuing its aggressive expansion, adding...
CNL Healthcare Properties Sees Significant Income Gains Across Its Portfolio
CNL Healthcare Properties Sees Significant Income Gains Across Its Portfolio Orlando, Fla., Sept. 14, 2017 (GLOBE NEWSWIRE) — CNL Healthcare Properties, a non-traded real estate investment trust (REIT) invested in seniors housing and healthcare properties,...









