Professional Services Perspectives
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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 |...
May 2023 Reported Nontraded REIT Sales Up 11.3% from April 2023
Blue Vault received April 2023 sales totals for ten nontraded REIT program offerings as of June 25, 2023. Sales reported by those ten NTRs totaled $198.4 million, up 11.3% from $178.2 million in April for the same ten NTRs, and down 68% Y-O-Y from the $627.9 million in sales in May 2022…
Overmoon Hires Jen Ricci as Head of Retail Capital Markets
“We are incredibly excited to have Jen on the team at Overmoon as we develop partnerships with the best broker-dealers and RIAs in the country…”
Recent News
Soaring Covid-19 Cases, Lockdowns Spell Trouble for Retail
Soaring Covid-19 Cases, Lockdowns Spell Trouble for Retail Already high vacancy rates are expected to rise as restrictions tighten, but some indicators still point to the...
According to a recent SmartStop Self Storage REIT presentation, what percentage of the self storage market do the top 10 owners of self storage assets own?
According to a recent SmartStop Self Storage REIT presentation, what percentage of the self storage market do the top 10 owners of self storage assets own? Answer: As a...
Automation and Logistics Real Estate #1: The State of Automation in Supply Chains
Automation and Logistics Real Estate #1: The State of Automation in Supply Chains November 2020 | Prologis Automation has the power to revolutionize logistics operations. As...
Blackstone REIT Pays $211 Million for North Carolina Industrial Assets
Blackstone REIT Pays $211 Million for North Carolina Industrial Assets November 18, 2020 | S&P Global Marketing Intelligence The Blackstone Group Inc. unit Blackstone...
Can Ground Leases Provide Equity Relief for Operators Navigating the COVID-19 Pandemic?
Can Ground Leases Provide Equity Relief for Operators Navigating the COVID-19 Pandemic? In a Q&A with NREI, Dan Amer, of Kawa Capital Management, talks about the pros...
Understanding Property Valuation Disruptors
Understanding Property Valuation Disruptors Figuring out how to value properties amid unprecedented circumstances has been a challenge that’s vexed commercial real...
More articles…
SEC chairman nominee Clayton not asked about key adviser issues, reveals no specific plans
SEC chairman nominee Clayton not asked about key adviser issues, reveals no specific plans President Trump’s choice to head the Securities and Exchange Commission spent most of his confirmation hearing fending off questions about conflicts March 23, 2017 |...
Among traded REIT sectors, which two were trading at the highest median premiums to NAV as of March 1, 2017?
Among traded REIT sectors, which two were trading at the highest median premiums to NAV as of March 1, 2017? Answer: Healthcare (13.4% premium to NAV) and Specialty (10.2% premium to...
Retail Closings and Impacts on Nontraded REITs
Retail Closings and Impacts on Nontraded REITs March 23, 2017 | by James Sprow | Blue Vault With the announcement by J.C. Penney Co. Inc. that 138 stores will be closed, all eyes are focused on retail and the sea-change that is occurring in the sector. How do retail...
Banking Regulators Proposing Easing Restrictions on Smaller Institution CRE Lending
Banking Regulators Proposing Easing Restrictions on Smaller Institution CRE Lending March 23, 2017 | by James Sprow | Blue Vault Continuing their efforts to reduce regulatory burdens while ensuring the safety and soundness of the nation’s financial institutions,...
Interval Funds are Having Their Moment
Interval Funds are Having Their Moment March 21, 2017 | Barron’s Interval funds are proliferating as investors reach for yield, but the products have serious drawbacks, according to Morningstar. PIMCO last month launched an interval fund—PIMCO Flexible Credit...










