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Transfer Agent Case Study: Switching to a New Provider

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?

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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...

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