Available Now! The Nontraded REIT Full-Cycle Performance Study is available by subscription only. Subscribers, if you are logged in, click here to access the report now. The Nontraded REIT Full-Cycle Performance Study analyzes the returns that nontraded REITs have provided to shareholders with full liquidity. Full-cycle events occur in the nontraded REIT industry when a…
Events
Carey Financial Closing Its Doors
Carey Financial Closing Its Doors June 16, 2017 | by James Sprow | Blue Vault W. P. Carey Inc. announced today that its Board of Directors approved its plan to end all nontraded REIT fundraising to concentrate on net lease investing. The Company sees the move as eliminating the costs associated with its retail fundraising…
June 16, 2017
Advisors’ Perspectives: What are the Cons to Alternatives?
Advisors’ Perspectives: What are the Cons to Alternatives? June 16, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from advisors’ viewpoints. We heard from several independent Broker Dealer (IBD) sales and marketing executives that alternative investments are showing a lot of…
June 16, 2017
Which nontraded REIT recently changed its name to Black Creek Industrial REIT IV?
Which nontraded REIT recently changed its name to Black Creek Industrial REIT IV? Answer: Industrial Logistics Realty Trust, Inc. Learn more about Dividend Capital, the sponsor for this fund, on our Sponsor Focus page. Click Here
June 16, 2017
Tax reform is noble goal—but hands off like-kind exchanges
Tax reform is noble goal—but hands off like-kind exchanges June 9, 2017 | by DAN WAGNER | Chicago Business Rarely do the interests of small businesses owners, multi-generational family farmers and a broad range of local entrepreneurs agree with almost a century of federal income tax policy—especially when it results in billions of dollars in…
June 16, 2017
DOL fiduciary rule: When advisers actively seek to use BICE
DOL fiduciary rule: When advisers actively seek to use BICE Many advisers are embracing an exemption they've frequently derided, even though a less-contentious one is available for annuity sales June 14, 2017 | by Greg Iacurci | InvestmentNews.com To opponents of the Department of Labor's fiduciary rule, the best-interest contract exemption is something akin to the spawn…
June 16, 2017
Phoenix American Financial Services Announces Zane Doyle as New Vice President, Chief Strategy Officer For Business Development
Phoenix American Financial Services Announces Zane Doyle as New Vice President, Chief Strategy Officer For Business Development June 12, 2017 | Phoenix American Financial Services SAN RAFAEL, CA –Phoenix American Financial Services (PAFS) announced today that the company has hired Zane Doyle as Vice President, Chief Strategy Officer for Business Development. Mr. Doyle will be…
June 16, 2017
Griffin Capital’s BDC to Merge with Griffin’s Credit Interval Fund
Griffin Capital’s BDC to Merge with Griffin’s Credit Interval Fund June 16, 2017 | by Jared Schneider | Blue Vault According to a filing from Griffin Institutional Access Credit Fund, there will be a special stockholder meeting to vote on the combination and reorganization of Griffin-Benefit Street Partners BDC Corp. and Griffin Institutional Access Credit Fund.…
June 16, 2017
Sierra Income Corporation BDC Reduces Sales Load
Sierra Income Corporation BDC Reduces Sales Load June 16, 2017 | by Jared Schneider | Blue Vault According to an announcement on June 15, 2017, Sierra Income Corporation reduced the upfront selling commission from 7.00% to 3.00% and the dealer manager fee was reduced from 2.75% to 2.50%. Additionally, the Advisor will pay the Dealer Manager…
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