Offering Type Archives - Page 2 of 105

Offering Type

October 3, 2023

T. Rowe Price and Oak Hill Advisors Launch “OCREDIT” Private Credit Fund

T. Rowe Price and Oak Hill Advisors (OHA) are pleased to announce the launch of their joint investment offering, the T. Rowe Price OHA Select Private Credit Fund (OCREDIT). OCREDIT provides an OHA-managed private credit investment solution for income-oriented individual investors with the convenience of a non-traded, perpetual-life business development company (BDC) structure.

October 3, 2023

ARCTRUST Launches DST Offering of Ohio Industrial Facility

ARCTRUST Inc, a 38-year-old, fully integrated real estate company specializing in the development, acquisition and funding of reliable properties, announced today the launch of ARCTRUST Industrial Delaware statutory trust (“DST”), a Regulation D private placement offering that seeks to raise up to $7.1 million in equity and provides 49.5% leverage, targeting a 5.07% year-one distribution…

October 3, 2023

Mobile Infrastructure Corp.’s Listing Goes South

Mobile Infrastructure Corporation (formerly known as The Parking REIT, Inc.) was a nontraded REIT corporation formed on May 4, 2015. The Company focuses on acquiring, owning and leasing parking facilities and related infrastructure, including parking lots, parking garages and other parking structures throughout the United States...

September 27, 2023

Prologis Looks at Four Global Trends Impacting Logistics

Logistics giant Prologis has been looking at the forces affecting logistics real estate and points to four areas that will have the biggest impact. First is a fall in volatility “because of the multiplier effect on demand and structural discipline in supply.” One is a “multiplier effect on demand.” More economic activity is now tied…

September 23, 2023

NAV REITs Report Barely Positive Median Total Returns for August

The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was 0.03% in August, compared to 0.21% in June. Eight of the 16 reported positive total returns. This is the second month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return,…

September 20, 2023

A Brief History of Alternative Investments (and the Current State of Play)

The history of alternative investments is a story of diversification, innovation, and adaptation to changing financial landscapes. Alternative investments refer to a broad category of assets that extend beyond conventional investments like stocks, bonds, and cash. “Alts” have garnered increased interest over the years as investors seek new ways to boost portfolio returns, reduce risk,…

September 14, 2023

Accordant Investments Introduces its First Registered Interval Fund, Accordant ODCE Index Fund – ODCEX

Accordant Investments LLC (“Accordant”), a registered investment advisor, has announced the launch of its first registered interval fund, Accordant ODCE Index (“Fund”), ticker: ODCEX. The Fund employs an indexing investment approach that seeks to track the NCREIF Fund Index – Open End Diversified Core Equity (“NFI-ODCE Index”) on a net-of-fee basis while minimizing tracking error...

September 13, 2023

KBRA Releases Research – Second-Quarter 2023 Business Development Company (BDC) Ratings Compendium

KBRA releases its Business Development Company Ratings Compendium, which looks at results for the quarter ended June 30, 2023, and offers a review of perpetual continuously offered non-traded BDCs as well as recent industry developments....

September 11, 2023

Visualizing Blackstone REIT’s Recent Capital Raise History

Beginning in the fourth quarter of 2022, common stock redemptions by several continuously offered nontraded REIT programs became a major news item for the nontraded REIT industry. Blackstone Real Estate Income Trust, as the largest of the active nontraded REITs with total assets of $138 billion as of June 30, 2023, garnered the most news…