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Investment Manager Perspectives

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…

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. …

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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…

The “Thump” Heard On Wall Street

The clanging of the closing bell at the New York Stock Exchange on the last trading day of April, the 29th, more appropriately should…

2021 tax time has passed – let’s get ready for next year’s tax season!

The Good Friday holiday extended this year’s tax filing deadline from April 15 to April 18, but now that day, too, has come and gone…

Phoenix American: 2022 Trend Report for Commercial Real Estate Uneven Recovery and Pandemic’s Lasting Effects

he U.S. economy and real estate markets are reopening following the biggest economic shock in U.S. history. Although Covid-19…

Leitbox Storage Partners: Finding the Sweet Spot

The self-storage sector of the commercial real estate market has been a top performer over the last several years. For example, the five…

Delivering Quality Cake Beneath the Frosting

Delivering Quality Cake Beneath the Frosting April 26, 2022 | Erik Hayden | Urban Catalyst Frosting atop a cake is sweet. But it’s the cake that really matters. At Urban Catalyst, we see the potential tax advantages of our Opportunity Zone fund as the frosting we offer our investors. But that frosting provides little value …

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New World Disorder and Your Financial Freedom

This writer─with a BS degree from the School of Foreign Service, Georgetown University, Washington, DC, and as a Certified Financial…

Byron Wien: Time for a Pause

We had a pretty good year with the Ten Surprises of 2021. Although the goal is to stretch our own thinking and that of our clients…

Real estate: Ideas that CLIC

Longtime real estate investors are well-acquainted with the “Residential, Industrial, Office and Retail” framework that has defined this space…

The Fifth Generation of Self-Storage

It’s hardly a secret that self-storage companies have performed well over the last year. For example, Public Storage, the owner of…

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Gordon Dunne
September 30, 2019

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”