Professional Services Perspectives
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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...
ExchangeRight Fully Subscribes a $109 Million Offering Designed for Economic Resilience
“Given where we are in the macroeconomic cycle, Net-Leased Portfolio 61 DST reflects our focus on protecting investor wealth and income with our historically recession-resilient investment strategy,”
Recent News
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...
Realty Income to Merge with VEREIT to Form $50B Entity
Realty Income to Merge with VEREIT to Form $50B Entity April 30, 2021 | S&P Global Market Intelligence Single-tenant retail real estate investment trust Realty Income...
Top 20 Office Investment Sales Markets in 2021 So Far
Top 20 Office Investment Sales Markets in 2021 So Far April 28, 2021 | Slideshow | Wealth Management The markets that saw the most office investment activity in the first...
US Hotel Occupancy Remains Flat at 57.3% in Week Ended April 24 – STR
US Hotel Occupancy Remains Flat at 57.3% in Week Ended April 24 – STR April 30, 2021 | S&P Global Market Intelligence U.S. hotel occupancy in the week ended April 24...
More articles…
Warehouse boon fueled by Amazon’s expanding need for space
Warehouse boon fueled by Amazon’s expanding need for space October 12, 2017 | CNBC.com Raj Dhanda, Black Creek Group president, explains how Amazon is driving growth in commercial real estate and where he is seeing the greatest demand. Watch Video Here ...
Investment Strategies For A Mature Market
Investment Strategies For A Mature Market October 12, 2017 | Natalie Dolce | GlobeSt.com The first rule of investing is to buy low and sell high—but that’s easier said than done. That is according to Jack Mullen, founder and managing director of Summer Street...
Do We Need to Re-Think Inflation Expectations?
Do We Need to Re-Think Inflation Expectations? October 12, 2017 | James Sprow | Blue Vault One big question that Fed officials and economists generally are grappling with is “What’s happened to inflation?” The standard benchmark that Federal Reserve policy makers have...
Which Sponsor in the NTR sector reported the highest amount of assets under management as of June 30, 2017?
Which Sponsor in the NTR sector reported the highest amount of assets under management as of June 30, 2017? Answer: W.P. Carey reported total assets of approximately $11.0 billion across four NTRs. Learn more about W. P. Carey on the Blue Vault Sponsor Focus...
NTR Sales Flat in September While BDC Sales Fall 19%
NTR Sales Flat in September While BDC Sales Fall 19% October 13, 2017 | James Sprow | Blue Vault Sales by nontraded REITs were relatively flat in September compared to August. September sales of $282.2 million reported to Blue Vault by nontraded REIT sponsors were...










