Professional Services Perspectives
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PetSmart’s Owner Sells Minority Stake to Apollo
BC Partners has agreed to sell a minority stake of its PetSmart holdings to funds managed by affiliates of Apollo…
Why Blackstone Was Able To Turn Simply Self Storage Into an Extra $1 Billion in Under Three Years
Blackstone Real Estate Income Trust’s deal to sell Simply Self Storage to Public Storage for $2.2 billion signals more than the seller collecting $1 billion over what it paid less than three years ago. It also indicates optimism about long-term self-storage demand in certain parts of the country didn’t ease with the pandemic…
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
NAV REITs Report Flat Median Total Returns for June
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was just 0.01% in June, compared to negative 0.46% in May. Eight of the 16 reported positive total returns. This is the first month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return, albeit a very small one. Year-to-date in 2023, the median total return for the 16 REITs was negative 2.94%. By contrast, the S&P 500 Index total return over the same six-month period was 16.89% and the NAREIT All Equity REIT Index total return was 2.97%.
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Sila Realty Trust Declares February Distributions
Sila Realty Trust Declares February Distributions January 26, 2021 | James Sprow | Blue Vault Class A Distributions Authorized On January 25, 2021, the board of directors...
Existing home sales in 2020 hit highest point since 2006, but listings are at a record low
Existing home sales in 2020 hit highest point since 2006, but listings are at a record low Pandemic-driven demand sent total 2020 home sales to the highest level since 2006....
Investors of All Stripes Are Still Interested in Silicon Valley Office Buildings
Investors of All Stripes Are Still Interested in Silicon Valley Office Buildings The impediment to more office transactions in the market has been a dearth of core-plus...
U.S. Multifamily Tenants Owe $70B in Unpaid Rent
U.S. Multifamily Tenants Owe $70B in Unpaid Rent Apartment investments are still an attractive bet, but income pressures are mounting on some properties. January 19, 2021 |...
Cerulli Associates and Blue Vault Launch First Ever Comprehensive Survey on Alternative Investments
Cerulli Associates and Blue Vault Launch First Ever Comprehensive Survey on Alternative Investments January 25, 2021 Cerulli Associates and Blue Vault have partnered on a...
Blackstone REIT Buys 60% of $1.6 Billion Industrial Portfolios
Blackstone REIT Buys 60% of $1.6 Billion Industrial Portfolios January 22, 2021 | James Sprow | Blue Vault The Blackstone Group Inc.’s Blackstone Real Estate Income...
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Are Investors Ready to Return to Non-Listed REITs?
Are Investors Ready to Return to Non-Listed REITs? Non-listed REITs are ready to step on the gas and increase fundraising. June 7, 2017 | by Beth Mattson-Teig | National Real Estate Investor The non-listed REIT industry has seen capital flows drop off a cliff in the...
LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban
LPL Caps Non-Traded REIT Pay Ahead of DOL Rule, Delays Off-Platform Fund Ban June 6, 2017 | by Mason Braswell | AdvisorHub Taking advantage of the Department of Labor’s announcement that it will not actively enforce its fiduciary rule until at least January, LPL...
Hartman¹ – A History of Delivering Value to Investors
Hartman¹ – A History of Delivering Value to Investors June 7, 2017 | PR Rocket HOUSTON (PRWEB) June 07, 2017 The following footnotes are meant to accompany the table. (1) “Hartman” refers to Allen R. Hartman and all affiliated companies. (2) These programs are closed...
Industrial Investors Drawn To Non-Traditional Locations
Industrial Investors Drawn To Non-Traditional Locations CHICAGO—Distribution has changed, and many properties in out-of-the-way locations have assumed tremendous importance in some firms’ operations. June 7, 2017 | by BRIAN J. ROGAL | GlobeSt.com CHICAGO—A...
Effective Nontraded REIT Funds with Limited Operating Results in Q1 2017
Effective Funds with Limited Operating Results in Q1 2017 Each quarter Blue Vault includes a table in the Nontraded REIT and BDC Industry Reviews dedicated to funds that are effective, with limited operating results. Additionally, in the NTR Review, Blue Vault...
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