Professional Services Perspectives
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ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75%
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the successful completion of its Net-Leased Preferred Equity Fund 3 (“NLPEF 3”), a fund that consistently generated 8.25%–9.75% annualized returns to investors throughout the offering’s six-year lifespan. The liquidation of NLPEF 3 marked the 32nd successful full-cycle event ExchangeRight has executed on behalf of investors out of a total 87 offerings created…
Real Estate Cap Rates and the Slow Wheels of Progress
Differences in cap rates capture the divergence that occurred between U.S. public and private real estate markets in 2022, with public real estate cap rates (REIT implied) higher than their private real estate counterparts (transaction and appraisal). As expected, the gaps between REIT implied…
Q1 2023 Published Reports as of June 23
Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly...
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault’s semi-annual interval fund individual performance pages.
Recent News
Which North Dakota company has acquired 27+ hotels and offers investors an UPREIT structure?
Which North Dakota company has acquired 27+ hotels and offers investors an UPREIT structure? Answer: Legendary Acquisitions, based in Fargo, North Dakota, buys 80- to...
How many of the 60 nontraded REITs lowered their distribution rates between Q1 2020 and Q2 2020?
How many of the 60 nontraded REITs lowered their distribution rates between Q1 2020 and Q2 2020? Answer: Thirteen REITs lowered their distribution rates between Q1 and Q2...
Resource Real Estate REITs to Vote on Merger
Resource Real Estate REITs to Vote on Merger November 3, 2020 | James Sprow | Blue Vault Stockholders of Resource Real Estate Opportunity REIT Inc. (“REIT I”) and Resource...
Listed U.S. Equity REITs Trade at Median 16.7% Discount to NAV
Listed U.S. Equity REITs Trade at Median 16.7% Discount to NAV November 3, 2020 | S&P Global Market Intelligence Publicly traded U.S. equity REITs traded at a median...
Dunkin’ Brands to go private in $8.76 billion deal by Arby’s owner
Dunkin’ Brands to go private in $8.76 billion deal by Arby’s owner November 2, 2020 | Shubham Kalia, Nivedita Balu | Reuters Inspire Brands Inc will buy...
Nareit Research Estimates 145 Million Americans Invested in REITs
Nareit Research Estimates 145 Million Americans Invested in REITs November 2, 2020 | Nicole Funari | Nareit New research by Nareit estimates the number of American...
More articles…
KBS Strategic Opportunity REIT Acquires Two Office Buildings in Georgia
KBS Strategic Opportunity REIT Acquires Two Office Buildings in Georgia February 14, 2017 | by James Sprow | Blue Vault On February 14, 2017, KBS Strategic Opportunity REIT, Inc. acquired an office property (“Crown Pointe”) consisting of two office buildings...
FS Investments Sponsors a New Nontraded REIT
FS Investments Sponsors a New Nontraded REIT February 14, 2017 | by James Sprow | Blue Vault On February 13, FS Investments filed a prospectus with the SEC for FS Credit Real Estate Income Trust, Inc., a nontraded REIT program focused on floating-rate mortgage loans...
Which nontraded REIT had an original offering price of $10.00 per share in November, 2009 and had an NAV per share of $14.81 as of September 30, 2016?
Which nontraded REIT had an original offering price of $10.00 per share in November, 2009 and had an NAV per share of $14.81 as of September 30, 2016? Answer: KBS Strategic Opportunity REIT, Inc. announced the NAV per share as of September 30, 2016, on December 15,...
Sen. Elizabeth Warren presses Andrew Puzder on DOL fiduciary rule
Sen. Elizabeth Warren presses Andrew Puzder on DOL fiduciary rule Asks Trump’s nominee for secretary of Labor how he’ll evaluate the retirement advice regulation Feb 13, 2017 @ 1:21 pm | by Mark Schoeff Jr. | InvestmentNews.com Sen. Elizabeth Warren,...
3 questions independent broker-dealers should ask private equity product sponsors
3 questions independent broker-dealers should ask private equity product sponsors While private equity could become a positive force in the retail alternatives space, not all sponsors are created equal Feb 13, 2017 @ 5:37 pm | by Clive Slovin | InvestmentNews.com Just...









