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Investment Manager Perspectives

The Transformation of Retail – An Interview with Inland’s CEO Mitchell Sabshon

Mitchell Sabshon is CEO and President of Inland Real Estate Investment Corporation, one of the nation’s leading sponsors of…

2021 Outlook for Investing in Qualified Opportunity Zones

Since the creation of the Qualified Opportunity Zone (QOZ) program in 2017 as part the Tax Cuts and Jobs Acts, with a focus on low-income communities and census tracts across the country…

Strategic Capital Fund Management Q4 2020 Digital Infrastructure Update and Market Outlook

Data centers and cell towers accentuated their essential nature and supported our digital transformation throughout 2020. Strategic Capital Fund Management’s latest…

Zero Cash Flow Properties: What Are They and How Can They Be Beneficial to Property Owners?

Industrial distribution centers, necessity-based retail centers and corporate office headquarters with long-term, triple-net leases and…

Digital Infrastructure as an Investment Class

Digital infrastructure broadly refers to the real assets that keep us all connected. Data centers, cell towers, fiber optic networks, and other essential communications infrastructure assets…

NexPoint’s Single Family Rental Strategy

Blue Vault recently spoke with Brian Mitts at NexPoint about the sponsor’s views on the single family rental…

Leitbox Storage Fund – Properly Positioned, Perfectly Timed

Blue Vault recently spoke with the team at Leitbox Portfolio Partners Self-Storage Fund II, LLC, including Bill Leitner, Manager, Laurie Levassar Senior Vice President of…

ExchangeRight Has the Right Stuff

Blue Vault recently interviewed Joshua Ungerecht at ExchangeRight, the real estate sponsor that offers diversified portfolios invested in recession-resilient necessity…

Cell Towers – An Ideal Complement (or Alternative) To Traditional Real Estate

Strategic Capital Fund Management’s latest research paper explores the essential, utility-like nature of cell tower assets and why the sector is attracting smart-money investors.

A Look at Digital Infrastructure Investments at Strategic Capital Fund Management

Blue Vault recently spoke with Brandon Hunt about Strategic Capital Fund Management’s (“SC”)’s strategies and investments in digital infrastructure, including…

Self-Storage – Overcoming a COVID-19 World

I once asked a forty-year self-storage executive what drives self-storage demand.  Without hesitation, he responded…

Digital Infrastructure Continues To Shine

Despite disruption in global markets during the first half of 2020, the long-term fundamental demand drivers for digital infrastructure assets continue to…

ExchangeRight’s Formula for Success in Private Placements

ExchangeRight Real Estate and its affiliates have experienced growing national demand for their offerings. The company stewards over…

Bluerock Capital Markets Continues Capital Raise Success

Bluerock Capital Markets, LLC (“BCM”) announced on September 11, 2019, another record capital raise of over $130 million across all…

Leitbox Targeted Approach to Self-storage Development

Blue Vault recently spoke with Bill Leitner at Leitbox Portfolio Partners Self-storage Fund I, LLC. Leitner is promoting the Reg D offering that will target…

Resource’s Outlook on Late-cycle Real Estate Investing

Resource’s Outlook on Late-cycle Real Estate Investing August 27, 2019 | James Sprow | Blue Vault The Federal Reserve’s recent pivot to a “mid-cycle adjustment” on interest rates, combined with further tensions in the United States’ trade war with China, have ushered volatility back to equity markets. The S&P continues to dance as we enter …

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Strategic Student & Senior Housing Rides Demographic Waves

There are three trends and related strategies that combine to make a nontraded REIT program that invests in two distinct asset types both…

A Look at the Proposed Merger of Carter Validus Mission Critical REITs

The proposed merger of Carter Validus Mission Critical REIT (“REIT I”) into Carter Validus Mission Critical REIT II (“REIT II”) was announced…

Commercial Real Estate Is Strong … If You Know Where to Look

You assess the lay of the land: buildings all around you are rising from vacant turf. Commercial real estate appears strong, but investing for the future requires…

Accessing Direct Lending with Interval Funds

While interval funds have been around for many years, their popularity did not begin to grow until more recently.  The flexibility in investment options has drawn interest from investors who crave access to the alternative space but do not want to be limited to the stricter investment…

How Co-working, Labor Costs, and M&A May Impact Real Estate Investing

Ethereal drivers like the government and politics seem to have a stranglehold on the media optics of real estate investing: the polarization of D.C., while creating volatility and opportunity, continue to drive eyes and form sentiment…

Shifts in Credit Markets Highlight Importance of Active Management

Fundamental changes in today’s credit markets are occurring in the later stages of the business cycle, a situation that puts investors’ appetite for risk back under…

FIRST PERSON: Jeffrey Schwaber of Bluerock

Blue Vault recently had the opportunity to speak with Jeffrey Schwaber, CEO of Bluerock Capital Markets,

FIRST PERSON: SmartStop Asset Management’s John Strockis on Student Housing Investments

FIRST PERSON: SmartStop Asset Management’s John Strockis on Student Housing Investments November 12, 2018 | SmartStop Asset Management John Strockis, as Chief Investment Officer – Student and Senior Housing for SmartStop Asset Management (SmartStop), is directly responsible for SmartStop’s overall strategic direction and oversight of all acquisitions and asset management functions related to student housing …

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FIRST PERSON: Bill Miller on CIM Group’s Institutional Approach to the Retail Business

CIM is a community-focused real estate and infrastructure owner, operator and lender…

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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.”