Professional Services Perspectives
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Leitbox Announces Fund Targeting Storage and Industrial Real Estate
Leitbox Storage Partners announced a fund extending its storage strategy into industrial outdoor storage, contractor yards, and industrial flex. The announcement gives advisors a concrete application of the firm’s HALO framework to evaluate.
ExchangeRight Details 721 Structure of Dow Campus Acquisition
ExchangeRight’s Essential Income REIT acquired the Dow Texas Innovation Center through a 721 exchange with Brixton Capital. The transaction highlights how property contributions, financing, and operating partnership units shape acquisition economics.
Hard Assets, Low Obsolescence: Leitbox’s Perspective on HALO Investing
Leitbox Storage Partners explores the HALO framework—Hard Assets, Low Obsolescence—and why durability of use matters alongside careful investment underwriting.
Ares Capital Agrees to Acquire MidCap Financial Investment
Ares Capital agreed to acquire MidCap Financial Investment in a transaction with approximately $2.6 billion in enterprise value. Closing is expected in the first half of 2027, subject to approvals and other conditions.
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Recent News
Blue Owl’s Repurchase Update Puts Liquidity Limits in Focus
Blue Owl’s latest shareholder updates highlight an important distinction for advisors: a fund’s repurchase limit and the percentage of an investor’s request fulfilled are...
DST Performance Is Easier to Evaluate When the History Is Visible
Evaluating a DST sponsor starts with understanding how much of its historical performance is available for review. The next question is what that history actually tells us....
What Can You Learn from a DST Sponsor’s History?
What Can You Learn From a DST Sponsor’s History? When evaluating a DST, advisors often review the property, projected distributions, financing, fees, and exit provisions....
JLL Income Property Trust Acquires Boston-Area Distribution Center for $90 Million
JLL Income Property Trust acquired Worcester Distribution Center, a Class A industrial property in Massachusetts, for approximately $90 million. The property is located in...
KKR Asset-Based Income Fund Extends Fee Reduction and Eliminates Early Repurchase Charge
KKR Asset-Based Income Fund has eliminated the 5% early repurchase fee that previously applied when investors tendered shares before the first anniversary of their purchase....
Highlands REIT Expands Tender Offer and Repurchases 18.7% of Outstanding Shares
Highlands REIT accepted approximately 135.4 million shares in its completed self-tender offer at $0.20 per share. The shares represented approximately 18.7% of the nontraded...
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When Evaluating a DST, What Do You Know About How It May Exit?
Blue Vault data shows that 53.8% of open DSTs with a populated exit type reference a 721-related exit. Advisors should examine the specific classification, offering provisions and potential outcome rather than treating every 721 reference as equivalent.
Fed Raises Target Rate by 25 Basis Points
The Federal Reserve raised its target rate by 25 basis points to 3.75%–4.00%, creating different considerations across alternative-investment strategies.
DST Exit Due-Diligence Checklist
A DST’s stated exit can affect what the investor may own, when liquidity could become available and who controls the final decision.
North Haven Private Income Fund Prorates Repurchases for Third Consecutive Quarter
North Haven Private Income Fund has disclosed the results of its latest repurchase offer, providing new insight into current shareholder liquidity demand—and how much of that demand originated in prior quarters.
SkyBridge Opportunity Fund Limits Oversubscribed Tender to 7.66% of Each Request
SkyBridge Opportunity Fund’s latest liquidity window attracted requests well beyond the shares available for repurchase.
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