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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
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Dec 14, 20221 min read
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...
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Dec 5, 20221 min read
Starwood Joins BREIT Liquidity Woes
Starwood Capital Group and Blackstone continue to generate headlines for their increasingly illiquid products. However, non-traded...
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Dec 1, 20221 min read
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...
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Oct 20, 20221 min read
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...
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Sep 13, 20221 min read
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...
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Aug 30, 20225 min read
"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...
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Aug 25, 20221 min read
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...
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Jul 25, 20221 min read
Secondary Market Pricing Looms Over 3rd Party Tenders
As expected, recent market volatility has influenced the secondary market for illiquid assets. However, prices offered by firms that...
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Jul 18, 20221 min read
Secondary Markets Provide Superior Pricing
Secondary markets and directly negotiated transactions tend to provide superior pricing for non-traded REIT shareholders who are seeking...
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Jul 14, 20221 min read
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...
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Jul 6, 20221 min read
Blackstone BDC Goes Liquid
This week, Blackstone Secured Lending Fund ($BXSL), the fourth largest Business Development Company, completed its tiered liquidity...
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Jul 6, 20221 min read
CION Investments Completes Liquidity Event
Congratulations to CION Investments ($CION) and their shareholders on completing the final stage of CION's three-part listing. Over the...
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Jun 16, 20221 min read
Consider Price vs. Value Amid Volatility
It's important to consider price vs. value in nontraded alternatives during periods of market volatility. Detailed below are some...
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May 18, 20221 min read
The Correlation Between Illiquidity and Volatility
Traded markets don't always mean liquid markets.
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May 5, 20221 min read
Fund Liquidity Depends on Vintage
Fund liquidity, specifically for nontraded alternative investment funds, depends on when the vehicle was launched. Early vintages...
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Apr 19, 20221 min read
Navigating a Secondary Transaction
As the premier liquidity provider for retail alternative investments, one of Cox Capital’s primary goals is to provide an efficient and...
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Apr 17, 20221 min read
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...
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Apr 12, 20221 min read
How Do You Value a BDC?
While there are a number of factors to consider, management structure is arguably one of the most important. Internally managed BDCs...
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Apr 6, 20221 min read
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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