A recent article on S&P Capital IQ stated that the cash ratios of non-investment grade-rated companies were “squeezed further” in the first quarter of 2023. The article used the median measure of cash and equivalents as a share of total liabilities of companies rated...

ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the successful completion of its Net-Leased Preferred Equity Fund 3 (“NLPEF 3”), a fund that consistently generated 8.25%–9.75% annualized returns to investors throughout the offering’s six-year lifespan. The liquidation of NLPEF 3 marked the 32nd successful full-cycle event…

Differences in cap rates capture the divergence that occurred between U.S. public and private real estate markets in 2022, with public real estate cap rates (REIT implied) higher than their private real estate counterparts (transaction and appraisal). As expected, the gaps between REIT implied...

Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 23 Nontraded REIT (newly published performance reports are in bold font) All Q1 2023 individual performance pages are now published and the full NTR Industry Review will be published soon.  American Healthcare REIT Q1 2023 Apollo Realty Income Solutions Q1 2023 (limited operations) Ares…

In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault's semi-annual interval fund individual performance pages.

NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).

Peachtree Group has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC Investors ("PPCI"), with the appointment of industry veteran Brian Cho...

Q1 2023 Nontraded REIT and BDC Published Performance Reports as of June 22 Nontraded REIT (newly published performance reports are in bold font) American Healthcare REIT Q1 2023 Apollo Realty Income Solutions Q1 2023 (limited operations) Ares Industrial Real Estate Income Trust Q1 2023 Ares Real Estate Income Trust Q1 2023 Blackstone Real Estate Income Trust…

In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.