Inside the Vault

June 29, 2021

How many alternative investment sponsors, BDs and RIAs are using Altigo from WealthForge?

Answer: 100+ as of June 1, 2021. One recent added feature is Redtail CRM Integration. The API integration allows reps and advisors to...

June 24, 2021

Which externally managed, non-diversified, closed-end management investment company has a 7+-year history of paying a 10% annualized dividend?

Answer: Priority Income Fund, Inc...

June 23, 2021

Which financial technology company recently announced a partnership with Phoenix American to deliver straight-through processing for alternative investments?

Answer: Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and...

June 22, 2021

Which real estate infrastructure owner, operator, lender and developer has over 1,000 employees in nine corporate offices and manages $29.2 billion in assets?

Answer: CIM Group, founded in 1994 in Southern California. The firm manages three public programs...

June 14, 2021

Which Capital Markets team will be partnering with SmartStop Self Storage REIT, Inc. to serve as the dealer manager for potential investment offerings the firm may sponsor?

Answer: Pacific Oak Capital Markets LLC will partner with SmartStop Self Storage REIT, Inc., a self-managed REIT to raise capital for future programs...

June 14, 2021

How did Bluerock Residential Growth REIT perform in Q1 2021 compared to the prior year?

Answer: Net income attributable to common stockholders for the first quarter of 2021 was $23.6 million or $1.00 per diluted share, as compared to net loss attributable to common stockholders of...

June 13, 2021

Which company acquires hotels and offers investors the option of utilizing a 721 UPREIT (Umbrella Partnership REIT) to provide a combination of liquidity and equity-equivalent operating partnership (OP) units?

Answer: Legendary Acquisitions buys 80- to 400-room limited service, select service, full service and extended-stay hotels with midscale to upper-midscale brands...

June 10, 2021

Which fully integrated commercial real estate investment company and recognized leader in industrial real estate recently acquired two distribution warehouses totaling 243,902 square feet in Indianapolis, Indiana?

Answer: Sealy & Company announced the acquisitions on May 28, 2021. For more news and information regarding Sealy & Company, please visit the...

June 9, 2021

Which investment manager has a total of 825+ properties in its 1031-exchangeable DST portfolios that include at least three retail tenants that provide COVID-19 vaccine distribution?

Answer: ExchangeRight has several tenants, including Dollar General, CVS and Walgreens that are doing their part in the nation's effort toward immunization...