Professional Services Perspectives
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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%.
Q1 2023
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‘I’ll Show You Mine, You Show Me Yours’: More Office Tenants Looking At Owners’ Books Before Signing Leases
It’s traditional in lease negotiations for the owner of an office building to ask a prospective tenant to show proof that they are in good financial standing and can be expected to pay rent every month….
Recent News
KBS Sells 333,014 Square-Foot Class A Office Property in Phoenix, Arizona for $103.5 Million After Completing Extensive Improvement Program
KBS Sells 333,014 Square-Foot Class A Office Property in Phoenix, Arizona for $103.5 Million After Completing Extensive Improvement Program Jan 19, 2021 ...
What is the total book value of all real estate assets owned by nontraded REITs?
What is the total book value of all real estate assets owned by nontraded REITs? Answer: Active nontraded REITs, excluding three REITs that are in the process of liquidating...
InPoint Commercial Real Estate Income Reports NAVs
James Sprow | Blue Vault | On January 20, 2021, InPoint Commercial Real Estate Income, Inc. (“the Company”) reported an updated NAV per share as of December 31, 2020. The...
Blackstone’s Pre-Covid-19 Portfolio Shifts Have Turned Out Well
Blackstone’s Pre-Covid-19 Portfolio Shifts Have Turned Out Well The investment firm boosted exposure in hot industrial-space category and shifted out of retail and...
ExchangeRight Reports Record-Breaking Year in 2020
ExchangeRight Reports Record-Breaking Year in 2020 January 21, 2021 | ExchangeRight PASADENA, Calif. – ExchangeRight is pleased to report that 2020 was a...
Ben Aitkenhead: Risks of Single Family Rental
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Mark Goldberg to Resign from W.P. Carey
Mark Goldberg to Resign from W.P. Carey June 6, 2017 | The DI Wire W.P. Carey (NYSE: WPC), publicly traded real estate investment trust and sponsor of non-traded investment programs, announced that Mark Goldberg is resigning as managing director and president of...
One diversified NTR has properties in the U.S., U.K., Poland, Germany, Australia, France and Russia. Which NTR is it?
One diversified NTR has properties in the U.S., U.K., Poland, Germany, Australia, France and Russia. Which NTR is it? Answer: Hines Global REIT, Inc....
KBS Strategic Opportunity REIT sells 50 Congress Street for $79 million – Benedict and Sayles of HFF broker sale of 179,872 s/f office building
KBS Strategic Opportunity REIT sells 50 Congress Street for $79 million – Benedict and Sayles of HFF broker sale of 179,872 s/f office building June 2, 2017 | New England Real Estate Journal Boston, MA KBS Strategic Opportunity REIT, a non-traded real estate...
Carey Watermark Investors 2 Acquires the Charlotte Marriott City Center
Carey Watermark Investors 2 Acquires the Charlotte Marriott City Center June 2, 2017 | Carey Watermark Investors 2 NEW YORK, June 2, 2017 /PRNewswire/ — Carey Watermark Investors 2 Incorporated (CWI 2), a non-traded real estate investment trust (REIT) focused...
Are brokers really ready to be fiduciaries?
Are brokers really ready to be fiduciaries? There are plenty of legal risks and compliance pitfalls facing the securities industry following June 9, the official start date for the DOL fiduciary rule June 1, 2017 | by Bruce Kelly | InvestmentNews.com The Department of...










