Non-Traded REIT Sees 19.7% Increase in NAV over Initial Offering Price
January 20, 2015
United Realty Trust Incorporated (URTI), a public non-traded REIT which originally offered shares at $10.45 a piece, recently published its...
Stephanie Adamson
Articles
DSTs – The Entity of Choice Post-Recession
January 20, 2015
Last week, Louis Rogers, Founder and CEO of Capital Square Realty Advisors, LLC, introduced us to Section 1031 Tax-Deferred Exchanges....
Upcoming Conference Connects Emerging Growth Companies to Broker-Dealers and Capital Sources
January 16, 2015
New Orleans will host an exciting event in mid-February and we’re not talking about Mardi Gras. Broker-dealers and advisors interested...
An Introduction to Section 1031 Tax-Deferred Exchange – Part One of a Two Part Series
January 16, 2015
Section 1031 of the Internal Revenue Code provides that no gain or loss shall be recognized if property held for...
Behringer Looks for Repositioning Opportunities in Hospitality
January 15, 2015
Recently launched Behringer Lodging Group, LLC (BLG) is a newly formed joint venture between Behringer Harvard Holdings, LLC (Behringer) and...
Daily NAV REIT Closes Senior Unsecured Credit and Term Facility of $550 Million
January 15, 2015
Public reporting, daily NAV REIT Dividend Capital Diversified Property Fund (DPF) announced today that it has closed on a new...
BDCs Continue to Grow, Wilshire Adds an Index
January 15, 2015
Recently announced, Wilshire Associates Incorporated (Wilshire®) launched a Business Development Company (BDC) index to allow monitoring of this growing asset...
Hiring! DI Related Job Openings on the Rise
January 15, 2015
Two weeks into 2015 has direct investment industry companies looking ahead to a prosperous year. To achieve that goal, firms...
REIT Sponsor Signs CRE Advisory Firm to a New Lease
January 14, 2015
Non-Traded REIT KBS Real Estate Investment Trust I (KBS REIT I), recently announced the signing of a 13,000 plus square-foot...
A New Look at an Institutional Commercial Real Estate Allocation Strategy
January 14, 2015
Many pension funds, endowments and other institutional investors have experienced large losses in their commercial real estate (CRE) portfolios during...
Capital Square Acquires Retail Center in Sunny California
January 13, 2015
DST Sponsor, Capital Square Realty Advisors, LLC (Capital Square), recently announced the acquisition of a seven-building retail center in La...
BDC With Common Adviser to CĪON Investment Corp to Host Call
January 12, 2015
Apollo Investment Corporation (NASDAQ: AINV) (Apollo), a business development company (BDC) managed by Apollo Investment Management, will host a conference...
Franklin Square Hires a Vanguard Executive
January 12, 2015
The Direct Investment Industry’s pioneer of the non-traded business development company announced today the hiring of a former Vanguard executive. Berta...
RIAs Have a New Alts Education Resource
January 12, 2015
There’s a new alternative investments academy coming to market. Aequitas Capital Partners (ACP) and Circle Squared Alternative Investments (CSQ) have...
Summit Healthcare REIT, Inc. Acquires Two Senior Living Centers
January 9, 2015
Public, non-traded REIT Summit Healthcare REIT, Inc. recently announced the acquisition of two senior living facilities for an aggregate cost...
Non-Traded REIT Acquires Triple-Net Leased Medical Headquarters
January 9, 2015
United Realty Trust Incorporated (URTI), a public non-traded REIT offered through the independent broker-dealer channel, recently announced an acquisition of...
Texas-Based Wholesaler Wanted
January 9, 2015
Bluerock Capital Markets, LLC (Bluerock), the managing broker-dealer for Bluerock Real Estate, LLC, is on the hunt for a Texas-based...
Changes to Valuation Guidelines for Unlisted REITs and Direct Participation Programs
January 8, 2015
On October 10, 2014, the SEC approved FINRA’s proposed changes to NASD Rule 2340 and FINRA Rule 2310 regarding valuations...
Wealthy Investors Want More Private Equity
January 8, 2015
A recent Forbes article dated December 1, 2014 stated, “while the affluent population has always invested in privately held firms,...
New York-Based Sponsor Announces 2014 Achievements
January 8, 2015
New York-based sponsor of equipment leasing programs SQN Capital Management, LLC (SQN) recently announced several key highlights of last year’s...
