Professional Services Perspectives
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Headlines
Nontraded REIT Fundraising Stalls, AUM Falls in Q2 2025
The median distribution rate for all nontraded REITS in the second quarter of the year was a competitive 5%.
Blue Owl Capital Launches Debut Interval Fund, Focused on Alternative Credit
OWLCX aims to generate current income and, to a lesser extent, long-term capital appreciation by accessing alternative credit strategies.
Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
Platform offers turnkey operational support for investment managers seeking diversified, innovative strategies.
Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
Recent News
Blue Vault Q1 2024 NTR Performance Report Update 06-06-2024
These Individual Performance Pages are now available for Blue Vault members to view on the Blue Vault website. Recently published report names are in bold font. NTR Ares...
How much have the weighted average interest rates on nontraded REIT debt increased over the past two years?
Answer: The nontraded REIT industry average of weighted average interest rates on outstanding debt has increased from 3.32% (2021) to 5.18% (2022) to 5.91% (2023). Over the...
WATCH: Investors Seeking Value Creation Fully Subscribe ExchangeRight’s Third Value-Add Portfolio
ExchangeRight Watch Here: Investors Seeking Value Creation Fully Subscribe ExchangeRight’s Third Value-Add Portfolio ExchangeRight, one of the nation’s leading providers of...
Empowering Investors: Fostering Loyalty Through Investor Relations
David Fisher | Phoenix American Investor relations plays a key role in private equity fund management, serving as a bridge between fund managers and investors. Continuous...
BNY Mellon’s Pershing Launches a New Suite of Products on its Wove Platform
BNY Mellon’s Pershing The Bank of New York Mellon Corporation (“BNY Mellon”) (NYSE:BK), the global financial services company, announced today new enhancements to...
GTIS Partners Acquires Lot at Hardeeville Commerce Park in Savannah MSA
GTIS Partners GTIS Partners LP, a global real estate investment firm with a focus on residential and industrial/logistics investments, has announced the acquisition of Lot...
More articles…
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 published performance reports are in bold font) All Q1 2023 individual performance pages are now published and the full NTR Industry Review will be published soon. ...
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.
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).











