Professional Services Perspectives
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Legion Capital Selects Wealthforge as Managing Broker-Dealer
Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from...
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…”
Ashford Securities $500 Million In Capital Raised Since 2021
To date, over 88 independent broker-dealers and RIAs have utilized the investment products distributed by Ashford Securities.
Recent News
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...
Starwood Real Estate Income Trust Reports Acquisitions
Starwood Real Estate Income Trust Reports Acquisitions November 2, 2020 | James Sprow | Blue Vault On October 27, 2020, Starwood Real Estate Income Trust (“the REIT”)...
Blackstone Real Estate Income Trust Declares October Distributions
Blackstone Real Estate Income Trust Declares October Distributions November 2, 2020 | James Sprow | Blue Vault On October 29, 2020, Blackstone Real Estate Income Trust, Inc....
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Carey Watermark Investors Sells Three Hotels
Carey Watermark Investors Sells Three Hotels On February 1, 2017, Carey Watermark Investors Incorporated, or CWI, sold its 100% ownership interests in three non-core assets, the Hampton Inn Frisco Legacy Park in Frisco, Texas, the Hampton Inn Birmingham Colonnade in...
How many assets under management do effective nontraded closed-end funds have?
How many assets under management do effective nontraded closed-end funds have? Answer: There are 12 effective interval funds with $3.8 billion under...
KBS Legacy Partners Apartment REIT Sells 301-Unit Apartment Complex in Charlotte, N.C.
KBS Legacy Partners Apartment REIT Sells 301-Unit Apartment Complex in Charlotte, N.C. February 7, 2017 | James Sprow | Blue Vault KBS Legacy Partners Apartment REIT Inc., through its subsidiaries, agreed to sell Wesley Village in Charlotte, N.C., and the adjacent...
Lightstone Value Plus REIT III Acquires Joint Venture in Tiburon, California Apartments
Lightstone Value Plus REIT III Acquires Joint Venture in Tiburon, California Apartments February 7, 2017 | James Sprow | Blue Vault Lightstone Value Plus REIT III Inc., Lightstone Real Estate Income Trust Inc. and Maximus Cove Investor LLC signed a joint venture...
Moody National REITs II and Moody National REIT I Enter into Stockholder Servicing Coordination Agreement
Moody National REITs II and Moody National REIT I Enter into Stockholder Servicing Coordination Agreement February 7, 2017 | by James Sprow | Blue Vault In connection with the merger of Moody National REITs I and II, the surviving Company has entered into a...










