Purchase Your Blue Vault Research SubscriptionIs Every Commercial Office Property in Trouble?
Midway through 2023, media coverage of the challenges many commercial office real estate owners are confronting has reached a feverish level.
Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history tells us that this traditional model of investing in stocks and bonds is not as effective as the model that endowments (think Harvard and Yale) use. Over the last 30 years, the average return in the US for someone using the 60/40 model is 8.2%, not bad. But, the Endowment Model Yale earned 13.1% over the same 30 years…
Digital Infrastructure: Real Estate for the Digital Age
In today’s “connected” data-driven world, digital infrastructure has become a critical component of our daily lives and an increasingly popular investment option for real estate investors. The expanding number of mobile and connected devices, combined with tremendous growth in data creation, analysis, and consumption, is catalyzing ongoing demand in the sector.
Tax Advantages of Public Nonlisted REITS
The tax laws applicable to non-listed REITs may reduce, defer or eliminate taxes. We’ll explain each of the potential tax advantages and also provide some hypothetical examples of how they work together…
JPMorgan Chase: How Multifamily Investors Can Prepare for a Recession
More than half of commercial real estate leaders—including those with multifamily property rentals—believe a recession…
KKR’s Real Estate Select Trust (KREST) Is Not a Typical Nontraded REIT
Recent news reports have referred to KKR’s Real Estate Select Trust (KREST) as a “nontraded REIT.” Blue Vault has been…
Venture Debt
Venture debt is a term that you may not have heard, but it is certainly one you will hear more of in the near future. The little brother…
J.P. Morgan’s New Nontraded REIT Has a Differentiated Investment Strategy
J. P. Morgan launched their new nontraded REIT program, J. P. Morgan Real Estate Income Trust (JPMREIT), in July 2022…
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent
Greater use of bar codes can make global supply chains more robust and enhance the ability to verify social and…
TradeBacked: Transparency Will Make Global Trade and Supply Chains More Resilient, Socially Responsible
We need to know more about who is involved and what is going on at all points in the supply chain process. Digitalization is key to…
Blackstone Private Credit Fund Provides Income Consistency
Blackstone Private Credit Fund (“BCRED”), a non-traded business development company (“BDC”) sponsored by private equity giant Blackstone…
Blue Vault’s Look at Capital Square
Founded in 2012, Capital Square sponsors turn-key real estate investment offerings with low investment minimums to provide investors…
Blackstone REIT’s Use of Interest Rate Derivatives to Protect Against Interest Rate Increases
As of June 30, 2022, Blackstone REIT had $29.8 billion in variable rate loans secured by the Company’s real estate. The REIT…
Highlighting NexPoint Diversified Real Estate Trust
NexPoint Diversified Real Estate Trust (NXDT) is an externally advised, publicly traded, diversified real estate investment trust…
Blue Vault’s Prospect Capital Corporation Analysis
Prospect Capital Corp. is a publicly traded Business Development Company (“BDC”) that invests in middle-market companies located…
Net Lease Real Estate vs Inflation and Interest Rates
In recent months, interest rates have risen, inflation has spiked, and the economic outlook has clouded. Naturally real…
Blue Vault’s Analysis of Cottonwood Communities
As the S&P 500 was down 20.6% from the start of 2022 thru June 30, there is a nontraded REIT that reported a 22.05% total return to its Class I…
Tax Planning Structures
Tax Planning Structures July 25, 2022 | Richard Hillson | Hillson Consulting Qualified Opportunity Zones (“OZs”) have been at or close to the top of the most interesting and topical conversation list for a while now. Many predicted that amidst all the proposed tax legislation changes last year, that OZs would have their benefits extended. …
The Wall or the Cliff? ExchangeRight’s Macro Perspective
In light of the current economic volatility, a number of investors, representatives, and advisors with whom we work have asked…
A Conversation with Brian Mitts of NexPoint on Single-Family Rentals
Blue Vault recently spoke with Brian Mitts, CFO at NexPoint Real Estate Advisors. NexPoint is an alternative investment…
Timing the Market Is Impossible
In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake…
You Asked and We Answered: Five Questions about Opportunity Zones
If you are considering investing in an Opportunity Zone Fund such as ours, it’s worth understanding why and how. We put together these…
Urban Catalyst Breaks Ground on Senior Living Project in Downtown San Jose
It’s not every day you get to drive an excavator and knock stuff down. But on a recent Thursday afternoon, I took the wheel…
Urban Catalyst: More Than Fund Managers
When investors are considering putting their capital gains into a Qualified Opportunity Zone Fund, they have lots of choices…
Commercial Real Estate and Inflation
The numbers sound downright scary – an 8.5% rise in the consumer price index (CPI) for the 12 months ending March, and a 11.2% rise…
I have been using Blue Vault Partners for the past five years. I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs. The reports help me analyze which sponsors are doing a responsible job of managing their offerings. This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.
