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Based on the nontraded REITs tracked by Blue Vault, what was the nontraded REIT industry’s average distribution rate as of June 30, 2025?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Cove Capital Investments, LLC Acquires 19 building Small Bay Industrial Property for Its Ponder Small Bay Industrial 101 DST
Cove Capital has acquired another Texas small bay industrial asset for its Cove Ponder Small Bay Industrial 101 DST offering.
Blue Vault’s alternative investment data as of June 30, 2025, includes coverage of 55 active tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Recent News
Morningstar DBRS Revises Apollo Debt Solutions BDC’s Trend to Positive from Stable and Confirms Long-Term Credit Ratings at BBB (low)
MorningStar DBRS DBRS, Inc. (Morningstar DBRS) confirms the Long-Term Issuer Rating and Long-Term Senior Debt rating of Apollo Debt Solutions BDC (ADS or the Company) at BBB...
Mercer Expands Private Market Access with Launch of Aspen Partners
David Bodamer | WealthManagement.com Mercer Advisors, a wealth management and financial planning business with $60 billion in client assets, is expanding its private markets...
KKR eyes Japanese private credit
Selin Bucak | KKR US-based alternative asset manager KKR is mulling entering the private credit market in Japan, according to a report in Bloomberg. The group’s Japan head...
Blackstone’s $59 Billion Property Trust Hit by Starwood Fallout
John Gittelsohn and Dawn Lim | Bloomberg A $59 billion Blackstone Inc. property trust is contending with the fallout from a rival’s decision to enforce stricter limits on...
John Hancock Closed-End Funds Declare Monthly Distributions
The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: June 3, 2024 Ex...
XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution of $0.085 per Share
Business Wire XAI Octagon Floating Rate & Alternative Income Trust (the “Trust”) has declared its regular monthly distribution of $0.085 per share on the Trust’s common...
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California Self Storage Operator Vaults to Fifth Largest Player in Canada
California-based SmartStop Self Storage REIT is expanding in Canada’s largest city, adding eight facilities in the greater Toronto area for $CA300 million…
SmartStop Adds Eight Self-Storage Facilities in the Greater Toronto Area for Approximately CAD $300 Million
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that its affiliates, Strategic Storage Trust VI, Inc. and Strategic Growth Trust III, Inc…
How Cash Ratios Are Trending for NTRs
A recent article on S&P Capital IQ stated that the cash ratios of non-investment grade-rated companies were “squeezed further” in the first quarter of 2023. The article used the median measure of cash and equivalents as a share of total liabilities of companies rated…
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…










