Professional Services Perspectives
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ExchangeRight REIT Expands Portfolio Through Sponsor DST Transactions
ExchangeRight Essential Income REIT has reportedly acquired two additional sponsor DST portfolios using operating partnership units. Blue Vault examines what these transactions mean for evaluating DST exit strategies.
11 DST Sponsors Providing Historical Performance Data
Blue Vault’s updated October 15 DST datasets identify 11 sponsors represented in historical performance records, including 485 closed-program and 334 full-cycle records. See what changed and why historical transparency matters for advisor due diligence.
CAZ Launches a Growth-Focused GP Stakes Interval Fund
CAZ’s new GP Stakes Growth Fund adds a growth-focused approach alongside its income fund. Blue Vault explains why the launch, investment exposure, and liquidity terms deserve attention.
Blue Owl’s Repurchase Update Puts Liquidity Limits in Focus
Blue Owl’s preliminary third-quarter figures show why a fund’s 5% repurchase limit differs from the portion of an investor’s request fulfilled—and why that distinction matters for liquidity planning.
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Recent News
Private Credit’s Liquidity Test Isn’t Over: BCRED Repurchase Requests Remain Elevated
Blackstone Private Credit Fund (BCRED) continues to face elevated shareholder repurchase requests, underscoring the importance of understanding how liquidity works in...
Cottonwood Communities Plans $614 Million Multifamily Merger With Mandel Group
Cottonwood Communities, Inc. has agreed to combine a portfolio of 13 Mandel Group multifamily properties with the nontraded REIT’s existing portfolio. Cottonwood valued the...
BlackRock Private Credit Fund Names New CEO and President
BlackRock Private Credit Fund has appointed Jason Mehring as chief executive officer, chair of its board of trustees, and a trustee following the departure of Philip Tseng....
ExchangeRight Fully Subscribes $52.85 Million Essential Income 9 DST
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified REIT and DST investments, has fully subscribed its Essential Income 9 DST. This full...
VineBrook Homes Trust Offers Shareholders Liquidity at a Discount to NAV
VineBrook Homes Trust Inc. has launched a tender offer intended to provide limited liquidity to shareholders who have generally been unable to redeem their shares since the...
Inland Surpasses $1 Billion in Senior Living Acquisitions with Two-Community Purchase
Inland Real Estate Acquisitions, LLC Inland Real Estate Acquisitions, LLC (“Inland Acquisitions”) announced today that it negotiated and closed the purchase of two senior...
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Private Markets Offer New Paths to Portfolio Diversification
As high-net-worth investors look beyond the traditional stock-and-bond portfolio, private credit and real estate are gaining attention as additional sources of income and diversification. But incorporating alternatives requires advisors to look beyond headline yields.
Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
Monroe Capital’s MLEND Expands Private Credit Portfolio as Public Offering Builds
Monroe Capital’s nontraded BDC is rapidly building its private credit portfolio, but the sources of capital behind that growth reveal a notable gap between investment activity and public share sales.
BREIT Exits Self-Storage, Invests $3.3 Billion in Data Centers
BREIT continued reshaping its real estate portfolio in the second quarter, exiting self-storage while committing billions to data center development as Blackstone increases its exposure to AI-driven infrastructure demand.
Cove Capital Investments Completes Acquisition of a 64,607-Square-Foot Corporate Headquarters Building in Southfield, Michigan to Finalize the Formation of Its Southfield Corporate 118 DST
The recent acquisition highlights a fully leased corporate headquarters asset to Cove Capital’s growing portfolio of debt-free Delaware Statutory Trust offerings.
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