Events
Blue Vault Summit Broker Dealer Attendees February 1, 2019

Blue Vault Summit Broker Dealer Attendees

The following individuals have previously attended a Blue Vault Summit, representing their Broker Dealer: Heide Ahmann Ameriprise Financial Services, Inc. Kelly Archer Great Nation Investment Corporation Jayme Barrett ProEquities Eugenia (Gina) Bokios Regal Securities Jaime Brodsky Riverstone Tony Brown Advisor Group Wesley (Wes) Brown Securities America Joseph (Joe) Byrne LPL Financial Ed Ciuffo Commonwealth Financial…
Which Business Development Company (“BDC”) had investments in the common stock of at least 25 different nontraded REITs as of September 30, 2018, with a total cost basis of over $22 million? January 31, 2019

Which Business Development Company (“BDC”) had investments in the common stock of at least 25 different nontraded REITs as of September 30, 2018, with a total cost basis of over $22 million?

Answer: MacKenzie Realty Capital, Inc., a nontraded BDC, owned common shares in at least 25 different nontraded REITs as of September 30, 2018. The cost basis of the 19 million shares was $22.6 million as of September 30, 2018, with an estimated fair value of $25.2 million. The BDC’s largest investment among the nontraded REITs…

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