Professional Services Perspectives
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Brian Evans: Vetting Alts Sponsors for Your Practice
In this Blue Vault Minute, Brian Evans (Founder, Madrona Financial Services) talks about the factors he considers when choosing which alts sponsors to work with in his practice.
What Government Can and Cannot Do to Make Housing “Affordable”
The U.S. has a “housing shortage” and a popular part of that theme today is an “affordable housing” shortage. Honest economists would have to question that conclusion…
Blackstone NAV REIT Performance Outshines Cash Flow Concerns
Despite indications that Blackstone’s nontraded real estate investment trust (NAV REIT) has struggled to deliver on redemptions, the diversified fund has shown “consistently better” total returns than its peers, proving its post-pandemic staying power, Blue Vault researchers say. As more second-quarter data become available, we’re finding that Blackstone’s Real Estate Income Trust has outperformed or held steady against many of the other large NAV REITs it competes with, said Blue Vault Senior VP James Sprow on Blue Vault’s July 26 webinar, A Deeper Look at Blackstone. Sprow said this is due to several factors, including: Limited office sector exposure, a consistently positive risk-vs-return profile, and a 0.69% rise in NAV in Q2 2023 — the largest Q2 2023 rise in NAV among nontraded REITs…
IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries
The Internal Revenue Service recently issued Notice 2023-54, in which they waived the excise tax on 2023 required minimum distribution failures committed by designated beneficiaries. This extends the waiver already provided for 2021 and 2022 under Notice 2022-53….
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Recent News
JLL REIT buys $95M Kentucky distribution center
JLL REIT buys $95M Kentucky distribution center February 11, 2021 | Real Estate Weekly JLL Income Property Trust, an institutionally managed daily NAV REIT, announced the...
Griffin-American Healthcare REIT IV Announces February Distributions
Griffin-American Healthcare REIT IV Announces February Distributions February 12, 2021 The board of directors of Griffin-American Healthcare REIT IV, Inc. authorized a...
Student Housing Properties Begin to Change Hands Again
Student Housing Properties Begin to Change Hands Again Potential sellers are still optimistic about the investor demand for student housing properties. February 10, 2021 |...
Hotel Assets Aren’t Going Back to Lenders
Hotel Assets Aren’t Going Back to Lenders Capital is entering the space, which is helping maintain values. February 10, 2021 | Les Shaver | GlobeSt.com While the hotel...
JLL Income Property Trust Announces Tax Treatment of 2020 Distributions
JLL Income Property Trust Announces Tax Treatment of 2020 Distributions February 9, 2021 On February 5, 2021, JLL Income Property Trust, an institutionally managed daily NAV...
Which Private Fund Sponsor was founded in 1967 by four Chicago-area school teachers and has raised $1.748 billion over the last two years, leading all Private Fund Sponsors over that time period, according to Stanger Research?
Which Private Fund Sponsor was founded in 1967 by four Chicago-area school teachers and has raised $1.748 billion over the last two years, leading all Private Fund Sponsors...
More articles…
There’s a fund for that…
There’s an app fund for that… At Blue Vault, we’ve identified 15 or more different strategies or asset classes that interval funds and nontraded CEFs invest in, including but not limited to: Real estate private equity Real estate lending Corporate credit Venture...
NTR Sales Up 15% in June While BDC Sales Increase 17%, IF/CEF and PP’s Down
NTR Sales Up 15% in June While BDC Sales Increase 17%, IF/CEF and PP’s Down July 11, 2017 | by James Sprow | Blue Vault Sales by nontraded REITs rose 15% in June. The May sales of $304.2 million reported to Blue Vault by nontraded REIT sponsors rose to $350.9 million...
Which five nontraded REITs raised a combined capital of $980.5 Million in Q1 2017?
Which five nontraded REITs raised a combined capital of $980.5 Million in Q1 2017? Blackstone Real Estate Income Trust, Inc. $482.8 Million Carey Watermark Investors 2 Inc. $210.0 Million Strategic Storage Growth Trust, Inc. $134.1 Million Carter Validus...
Corporate Capital Trust Prepares for NYSE Listing
Corporate Capital Trust Prepares for NYSE Listing July 11, 2017 | by Jared Schneider | Blue Vault Corporate Capital Trust filed an 8-K on Monday July 10, 2017 stating that the Company has received clearance to and has applied for listing on the NYSE under the symbol,...
Attitudes About Mixed-Use Have Changed Dramatically
Attitudes About Mixed-Use Have Changed Dramatically In the past four or five years, mixed-use projects have become part of our culture, and we are embracing this asset class more as an extension of everyone’s life, say speakers at PCBC. July 7, 2017 | by CARRIE...
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