Professional Services Perspectives
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Newly Published Interval Fund, Tender Offer Fund & Nontraded LLC Performance Reports
Blue Vault is pleased to announce the publication of the following interval fund, tender offer funs, and nontraded LLC individual performance reports for the period ending March 31, 2023 Interval Funds ACAP Strategic Fund March 31, 2023 Alternative...
Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter?
The answer is in Blue Vault’s comprehensive alternative investment database.
Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives
CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated alternative asset manager, today announced the expansion of its internal wholesale team, which will significantly extend its reach into the Registered Investment Advisor (RIA) and independent broker-dealer channels…
Legion Capital Selects Wealthforge as Managing Broker-Dealer
Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey |...
Recent News
Which sponsor reported the largest total sales of private placements in October?
Which sponsor reported the largest total sales of private placements in October? Answer: Inland Private Capital Corporation reported $45.3 million in private placements for...
How FAs win by going all in with automation: A Blue Vault Webinar Recap
How FAs win by going all in with automation: A Blue Vault Webinar Recap November 15, 2020 “Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not...
FS and KKR Merging Two Public BDCs, Creating $15 Billion Lending Firm
FS and KKR Merging Two Public BDCs, Creating $15 Billion Lending Firm November 25, 2020 | Bloomberg Two business development companies managed by a joint venture of FS...
10 Office Markets Facing Deep Challenges
10 Office Markets Facing Deep Challenges The top office markets in the US are seeing negative absorption, flat or decreasing rents and rising vacancy rates. November 25,...
How many nontraded REITs filed quarterly reports for the third quarter of 2020?
How many nontraded REITs filed quarterly reports for the third quarter of 2020? Answer: There were 58 nontraded REITs filing 10-Qs for Q3 2020. This is down from 60...
Tasty Restaurant Group to Acquire Portfolio of 37 Pizza Hut Restaurants
Tasty Restaurant Group to Acquire Portfolio of 37 Pizza Hut Restaurants November 20, 2020 | Triton Pacific Securities, LLC LOS ANGELES, Nov. 20, 2020 (GLOBE NEWSWIRE)...
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Self-Storage Investment Firm Strategic Storage Trust IV Launches $1B IPO
Self-Storage Investment Firm Strategic Storage Trust IV Launches $1B IPO March 20, 2017 | Inside Self-Storage Strategic Storage Trust IV Inc. (SST IV), which intends to invest in self-storage and qualify as a real estate investment trust (REIT), has launched an...
Are REITs Like Bonds: Why or Why Not?
Are REITs Like Bonds: Why or Why Not? With the Federal Reserve finally beginning to raise short-term interest rates from the historical lows over the last several years, we may want to compare REITs to bonds and consider the ways in which investor returns from...
Lightstone Closes $85.3 Million Loan for Exclusive Upper East Side Development
Lightstone Closes $85.3 Million Loan for Exclusive Upper East Side Development March 23, 2017 | Lightstone NEW YORK, March 23, 2017 /PRNewswire/—The national real estate investor/developer, Lightstone, announced today the closing of financing for 40 East End Avenue, a...
Blackstone’s REIT Buys $116M of Mortgage-backed Securities
Blackstone’s REIT Buys $116M of Mortgage-backed Securities March 27, 2017 | by James Sprow | Blue Vault In March 2017, the REIT purchased $116 million of commercial mortgage-backed securities issued by a trust sponsored by Goldman Sachs, and secured by a...
CNL Healthcare Properties II Lowers Fees in Current Offering
CNL Healthcare Properties II Lowers Fees in Current Offering March 27, 2017 | by James Sprow | Blue Vault On March 20, 2017, the REIT and CNL Securities Corp., its dealer manager, entered into an Amended and Restated Dealer Manager Agreement, which amends and restates...









