SmartStop Self Storage REIT: Secondary Market Analysis
SmartStop Self Storage is urging shareholders to reject a recent third party tender offer. Investors who are looking for liquidity would...
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Focus
Our singular focus is to find the best candidate for the opportunity within segments of the financial marketplace that we understand.
Our broad network enables us to execute highly customized, confidential, and comprehensive placements.
Focus
Our singular focus is to find the best candidate for the opportunity within segments of the financial marketplace that we understand.
Our broad network enables us to execute highly customized, confidential, and comprehensive placements.
Secondaries Liquidity
- 4 days ago
- 2 min
DI Wire: Cox Capital Partners Provides Direct Secondary Liquidity for Nontraded Alts
Cox Capital Partners, an SEC-registered investment firm based in Philadelphia, PA, is an institutional liquidity solution for illiquid...
- Feb 6
- 1 min
HMS Income Fund Repurchase Update
HMS Income fund successfully redeemed ~11% of shareholder redemption requests for the third consecutive quarter. This update is a...
- Dec 19, 2022
- 1 min
2022 Wrapped
It’s a wrap! It was a year of record growth for Cox Capital and, in many respects, a record year for the industry. Check out some...
- Dec 14, 2022
- 1 min
Demystify Non-Traded Investments: PPB Capital Partners
Frank Burke and Anton Golding of PPB Capital Partners recently published a thoughtful article regarding the liquidity and transparency of...
- Dec 5, 2022
- 1 min
Starwood Joins BREIT Liquidity Woes
Starwood Capital Group and Blackstone continue to generate headlines for their increasingly illiquid products. However, non-traded...
- Dec 1, 2022
- 1 min
Blackstone Real Estate Income Trust (BREIT) Breaches Redemption Limit
BREIT’s repurchase program has reportedly become oversubscribed for the first time, confirming that the laws of supply and demand do, in...
- Oct 20, 2022
- 1 min
Market Liquidity Pains Continue
Liquidity is the backbone of the market and has deteriorated quickly in this extended trench of volatility and macro pressure. Both...
- Sep 13, 2022
- 1 min
Multiple Active Tender Offers for Griffin Realty Trust Highlight Ongoing Value Gap in Nontraded Alts
Griffin Realty Trust, a well-known nontraded real estate investment trust (REIT), currently has two active and one recently completed...
- Aug 30, 2022
- 5 min
"Predatory" Mini-Tender Offers Highlight Liquidity Challenges For Real Estate Alts
Featured article published on Wealthmanagement.com Written by Beth Mattson-Teig August 29, 2022 https://www.wealthmanagement.com/reits/pr...
- Aug 25, 2022
- 1 min
Third Party Tender Offers Destroy Shareholder Value
There are currently six active third party tender offers for retail-focused #BDCs and #REITs. The predatory third party tender pricing...
- Aug 5, 2022
- 1 min
Oversubscribed Repurchase Programs Persist
The trend continues. Recent nontraded #BDC share repurchase programs have been unable to meet shareholder demand for liquidity. Cox...
- Jul 18, 2022
- 1 min
Secondary Markets Provide Superior Pricing
Secondary markets and directly negotiated transactions tend to provide superior pricing for non-traded REIT shareholders who are seeking...
- Jul 15, 2022
- 1 min
Inflection Point for Data Center REITs?
Famed short seller Jim Chanos says data center REITs are the next big short idea while Blackstone and others continue to invest in the...
- Jul 7, 2022
- 1 min
Blackstone BDC Goes Liquid
This week, Blackstone Secured Lending Fund ($BXSL), the fourth largest Business Development Company, completed its tiered liquidity...
- Jul 7, 2022
- 1 min
CION Investments Completes Liquidity Event
Congratulations to CION Investments ($CION) and their shareholders on completing the final stage of CION's three-part listing. Over the...
- Apr 18, 2022
- 1 min
FBRT Lock-Up Expiration
This week in nontraded alternatives: Franklin Benefit Street Partners Realty Trust ($FBRT) lock-up expiration. On 4/19/22, six months...
- Apr 7, 2022
- 1 min
CION Public Listing - Phase 2
This week, the second unlisted tranche of CION shares becomes tradable on the NYSE. The 16% pullback from Friday raises questions about...
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