Professional Services Perspectives
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Transfer Agent Case Study: Switching to a New Provider
There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical data to the system of a new transfer agent. They need not be.
A Curious Look at Commercial Real Estate Cap Rates
In this article we ask the question, “Which came first, the market value or the cap rate?” Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each determines the other. Confusing, isn’t it?
How Interest Rate Caps and Swaps Are Used by Non-Traded REITs
Non-traded REITs utilize different types of financial contracts to hedge their variable rate debts to protect themselves financially from changes in interest rates…
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…
Recent News
Continuously Offered Nontraded REITs Have Impressive Total Returns in March
Continuously Offered Nontraded REITs Have Impressive Total Returns in March April 21, 2021 | James Sprow | Blue Vault With regular NAV revisions and distribution yields,...
Surging demand for logistics properties highlighted in Prologis’ Q1 report
Surging demand for logistics properties highlighted in Prologis’ Q1 report Leases commenced up 25% April 19, 2021 | Todd Maiden | Freight Waves Prologis Inc. (NYSE: PLD)...
Redemption Requests Slow Inflows to Real Estate Interval Funds
Redemption Requests Slow Inflows to Real Estate Interval Funds Interval fund structures have been widely adopted by the institutional management sector, including for...
Which listed REIT raised over $242 million in nontraded preferred stock offerings in 2020, and has raised over $98 million in preferred stock offerings in first three months of 2021?
Which listed REIT raised over $242 million in nontraded preferred stock offerings in 2020, and has raised over $98 million in preferred stock offerings in first three months...
Strategic Storage Trust VI in JV with SmartCentres REIT
Strategic Storage Trust VI in JV with SmartCentres REIT April 20, 2021 SmartCentres REIT teamed up with Strategic Storage Trust VI Inc., a private real estate investment...
Hartman REIT Launches BIZSUITES, an Executive Suites Concept for Small Businesses
Hartman REIT Launches BIZSUITES, an Executive Suites Concept for Small Businesses April 16, 2021 Houston, TX, April 16, 2021 (GLOBE NEWSWIRE) — Hartman Income REIT...
More articles…
Does REIT Credit Get Enough Credit?
Does REIT Credit Get Enough Credit? September 18, 2017 | Paul Bubny | GlobeSt.com NEW YORK CITY—Do REITs’ credit metrics deserve more, well, credit from ratings agencies when it comes to rating the companies’ bonds? A special report from Kroll Bond Rating Agency says...
InvenTrust Properties Corp. Acquired River Oaks in Valencia, CA
InvenTrust Properties Corp. Acquired River Oaks in Valencia, CA September 19, 2017 | Luke Schmidt | Blue Vault On September 18, 2017, InvenTrust Properties Corp. announced the acquisition of River Oaks, a 275,000 square foot grocery-anchored center located in a...
Owl Rock Capital Issues Drawdown Notice to Investors
Owl Rock Capital Issues Drawdown Notice to Investors September 20, 2017 | Luke Schmidt | Blue Vault On September 15, 2017, Owl Rock Capital Corporation delivered a capital drawdown notice to its investors relating to the sale of approximately 9,842,519.80 shares of...
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...










