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
2021 Outlook for Investing in Qualified Opportunity Zones
2021 Outlook for Investing in Qualified Opportunity Zones April 20, 2021 | Colin Cosgrove | Inland Real Estate Since the creation of the Qualified Opportunity Zone...
Which closed-end fund managed by NexPoint Advisors has completed the repositioning of its investment portfolio sufficient to achieve REIT status and is operating during its 2021 taxable year so that it may qualify for taxation as a REIT?
Which closed-end fund managed by NexPoint Advisors has completed the repositioning of its investment portfolio sufficient to achieve REIT status and is operating during its...
Griffin Institutional Access Real Estate Fund Generated Highest Monthly Return Since Inception
Griffin Institutional Access Real Estate Fund Generated Highest Monthly Return Since Inception May 4, 2021 EL SEGUNDO, California (May 4, 2021) – Griffin Capital Company,...
Hospitality Investors Extends Potential Restructuring Support Agreement Deadline
Hospitality Investors Extends Potential Restructuring Support Agreement Deadline May 3, 2021 | S&P Global Market Intelligence Hospitality Investors Trust Inc. amended...
Cottonwood Multifamily Opportunity Fund Reports 9% Increase from 2020 NAV to $10.64
Cottonwood Multifamily Opportunity Fund Reports 9% Increase from 2020 NAV to $10.64 May 3, 2021 The Board of Directors of Cottonwood Multifamily Opportunity Fund, Inc. (the...
Court Rules in Favor of United Development Funding IV; Grants Motion to Dismiss Lawsuit Brought by NexPoint Advisors, L.P.
Court Rules in Favor of United Development Funding IV; Grants Motion to Dismiss Lawsuit Brought by NexPoint Advisors, L.P. April 29, 2021 | United Development Funding IV...
More articles…
KBS Strategic Opportunity REIT to Sell 11 Properties to Singapore REIT
KBS Strategic Opportunity REIT to Sell 11 Properties to Singapore REIT October 16, 2017 | James Sprow | Blue Vault On October 13, 2017 KBS Strategic Opportunity REIT, Inc. announced its intentions to sell 11 of its properties to various subsidiaries of a newly formed...
Which NTR reported the highest Distribution Yield from their Class A stock in Q2 2017?
Which NTR reported the highest Distribution Yield from their Class A stock in Q2 2017? Answer: Benefit Street Partners Realty Trust, Inc. reported a distribution yield of 8.25% in Q2 2017....
“PASS” Act to Repeal the DOL Fiduciary Rule Moves to U.S. House Floor
“PASS” Act to Repeal the DOL Fiduciary Rule Moves to U.S. House Floor October 13, 2017 | James Sprow | Blue Vault Representative Ann Wagner’s Protecting Advice for Small Savers (PASS) Act of 2017 (H.R. 3857) has passed the House Financial Services Committee in a...
KBS REIT Finalizes Its Full-Cycle Liquidation in Filing
KBS REIT Finalizes Its Full-Cycle Liquidation in Filing October 12, 2017 | James Sprow | Blue Vault On October 10, 2017, KBS Real Estate Investment Trust, Inc. filed articles of dissolution with the State Department of Assessments and Taxation (“SDAT”) of Maryland...
Behringer Harvard Opportunity REIT I Agrees to Sell Frisco Square
Behringer Harvard Opportunity REIT I Agrees to Sell Frisco Square October 12, 2017 | James Sprow | Blue Vault On October 11, 2017, Behringer Harvard Opportunity REIT I, Inc. entered into an agreement to sell the mixed-use community commonly known as Frisco Square...









