The numbers behind the articles, as CSV.

CSV · 105 rows

1031 exchange companies compared: exchange funds, interest, ownership and 2008 record from the parents' SEC filings (105 rows)

105 rows: ownership of First American Exchange Company, IPX1031 (Investment Property Exchange Services), Asset Preservation, Old Republic Exchange Company and Investors Title Exchange Corporation from Exhibit 21 and 10-K text; like-kind exchange funds reported by First American Financial (2020 to June 2026), Stewart Information Services (2007-2008, 2010, 2021-2025) and Investors Title (2020 to June 2026); Fidelity National Financial's average exchange balances and fees earned on them (2019-2026); Stewart's 2008 auction-rate-securities line of credit for Asset Preservation; LandAmerica's 2008 auction-rate-securities figures for context; and dated website claims of Asset Preservation, IPX1031, Legal 1031 and Exeter 1031. Each row cites an SEC accession number or URL.

CSV · 96 rows

1031 into a REIT: the law, and 28 REITs' 10-K statements on taking property for OP units

96 rows: 31 rows of statute, regulation and revenue-ruling text (26 U.S.C. 1031, 721, 731 and 707; Treas. Reg. 1.1031(a)-3, 1.707-3 and 1.707-5; Rev. Rul. 2004-86, 99-5 and 2004-59) plus three EDGAR full-text counts; one row per REIT for the 28 REITs whose fiscal 2025 Form 10-K uses the phrase tax deferred contribution, with the sentence and our classification; and 37 rows of deal terms from those 10-Ks: OP units issued for property, redemption lockups, tax protection agreements, DST option windows and REIT property sales.

CSV · 94 rows

1031 exchange and the section 121 home-sale exclusion: statute and regulation tests, Rev. Proc. 2005-14 and 2008-16 numbers, and worked examples

The tests and dollar limits of 26 U.S.C. 1031 and 121 and Treas. Reg. 1.121-1 to 1.121-3, the Rev. Proc. 2008-16 vacation-home safe harbor with a personal-use ceiling for eight rental-day levels (our arithmetic), the realized, excluded, deferred and recognized gain in all six Rev. Proc. 2005-14 examples, the Publication 523 nonqualified-use examples, and our worked examples of a pure home sale and a rental acquired in a 1031 exchange and later lived in.

CSV · 104 rows

1031 qualified intermediary rules: federal regulation, eight state exchange-facilitator statutes, and three QI failures

104 rows: the federal definition of a qualified intermediary and a disqualified person (Treas. Reg. 1.1031(k)-1), the tax treatment of exchange funds and QI fees (Treas. Reg. 1.468B-6 and 1.7872-5), IRS relief for a QI bankruptcy (Rev. Proc. 2010-14); license, fidelity bond, errors and omissions and account rules in the exchange-facilitator statutes of California, Colorado, Connecticut, Maine, Nevada, Oregon, Virginia and Washington; and the figures from the LandAmerica 1031 Exchange Services bankruptcy (SEC filings with accession numbers) and the 1031 Tax Group and Vesta Strategies prosecutions (Justice Department releases). Each row names its source and the section or document.

CSV · 187 rows

Section 1031 rules with their legal source, and IRS Statistics of Income Form 8824 line items, tax years 2019-2023

36 rules, safe harbors and legislative facts on like-kind exchanges, each with the statute, regulation, revenue procedure, revenue ruling or IRS instruction it comes from and a verbatim excerpt checked against the saved text; Form 8824 line-item estimates (forms filed, boot, like-kind property received, realized, recognized and deferred gain) from IRS SOI Publication 4801 for individuals (tax years 2019-2023), Publication 5035 for partnerships (2022-2023) and Publication 5108 for corporations (2022); and the 2007 and 2010 deferred-gain figures from the Treasury Office of Tax Analysis.

CSV · 216 rows

1031 exchange deadlines for Q4 2026 sales, and the DSTs that filed Form D from July 1 to October 5, 2026

The deadline rules from Treas. Reg. 1.1031(k)-1, 26 U.S.C. 6072 and the extension regulations; day 45, day 180 and the days actually available (individual and partnership, without an extension) for eleven closing dates from October 1 to December 31, 2026 (our arithmetic); and, for each of the 76 Delaware statutory trusts that filed a Form D or D/A with the SEC between July 1 and October 5, 2026, the total offering amount and amount sold at its latest filing, with the accession number, plus the first in-window filing of six fast-selling DSTs.

CSV · 86 rows

Section 1033 for landlords: replacement periods, tests and worked basis arithmetic, from the Code, regulations and IRS publications

The operative rules of 26 U.S.C. 1033 and Treas. Reg. 1.1033(a)-1, (a)-2, (b)-1 and (g)-1 as they apply to a rental property destroyed or condemned, with the matching statements in IRS Publications 544 and 547 and the Form 4684 and 4797 instructions; the replacement deadline for each type of event for a calendar-year taxpayer who first realizes gain in 2026; two worked examples of recognized gain and replacement basis (our arithmetic); and what IRS Notice 2026-54 does and does not cover.

CSV · 49 rows

Form 1099-DIV due dates for tax year 2026 and the 1099-DIV timing 17 non-traded REITs, BDCs, interval funds and Reg A funds state in their SEC filings

IRS rules on when a 1099-DIV and a brokerage consolidated statement must reach you, the 2027 calendar dates that follow from them, the IRS definitions of boxes 1a, 1b, 2a, 3 and 5, the 1099-DIV timing stated by 17 funds (BREIT, Brookfield REIT, EQT Exeter, Apollo Realty Income Solutions, FS Credit REIT, Cantor Fitzgerald Income Trust, BCRED, Apollo Debt Solutions, Blue Owl Credit Income, Fundrise Equity REIT, two Arrived funds, 1st stREIT Office, Carlyle Tactical, CION Ares, Clarion Partners and SEI Carlyle), and what funds say about corrected 1099-DIVs. One SEC accession number or IRS/U.S. Code URL per row.

CSV · 128 rows

401(k) alternative investments: the legal timeline, the DOL proposal, SEC interval fund data and the registered funds a plan can buy, as of October 10, 2026

Each legal step from June 2020 to October 2026 with its Federal Register, DOL or Supreme Court citation; the six alternative-asset categories of Executive Order 14330; the six factors and presumption of the proposed 29 CFR 2550.404a-6; DOL and SEC statistics on plans, target-date funds, interval funds and closed-end funds; quarterly EDGAR counts of N-2, N-2/A and N-23C3A filings from 2023 Q1 to 2026 Q3; fees, minimums, liquidity and valuation terms of four registered private-markets funds; and what BlackRock, KKR, Brookfield, Apollo, Blackstone and Hamilton Lane told the SEC about 401(k) products.

CSV · 390 rows

Rule 506(b) versus 506(c) in SEC Form D data, January 2019 to September 2026

Original Form D notices filed January 1, 2019 to September 30, 2026, by year and industry (real estate, all industries, pooled investment funds, other industries): counts under Rule 506(b) and 506(c), the 506(c) share, filings ticking both, median offering and minimum, amounts sold, filings with no sale yet, non-accredited investors reported, sales commissions, real estate by SEC industry group, offering-size band, minimum-investment band, issuer state and entity type, exemption changes in amendments, and the rule thresholds read from the eCFR and the SEC staff letter of March 12, 2025.

CSV · 325 rows

Acadia Realty Trust (AKR): dividend vs NAREIT FFO, FFO As Adjusted and AFFO by quarter, guidance, same-property NOI, leasing, occupancy, acquisitions, forward equity, debt maturities, structured financing and funds

325 sourced rows from Acadia's FY2025 10-K, the Q1 and Q2 2026 10-Qs, the earnings releases and supplementals for Q2 2025 to Q2 2026 and the 2026 8-Ks. Form and accession number on every row; our arithmetic rows say so.

CSV · 77 rows

Accordant ODCE Index Fund: NAV, flows, distributions, costs, holdings and repurchases, 2021-2026

Class I NAV and net assets for each fiscal year since 2021, the September 2025 inflow and cash position, sales and redemptions by fiscal year, distributions with their return-of-capital share, returns against the NFI-ODCE index, expense ratios with and without the waiver and the recoupable balance, the prospectus fee table, all 21 underlying fund positions at June 30, 2026 and every quarterly repurchase since 2024, with the accession number of each source.

CSV · 288 rows

AGNC, Annaly and Two Harbors: dividend, book value, economic return, leverage, hedges and portfolio by quarter, December 2023 to June 2026

Dividend declared per share, tangible or GAAP book value per share, economic return, leverage, share count, net spread or earnings available for distribution, rate and spread sensitivity, portfolio mix, hedge ratio and the Two Harbors merger record, from the Forms 10-K and 10-Q for eleven balance-sheet dates and the August to October 2026 8-Ks and Forms 25 and 15. Form and accession number on every row; derived rows are marked as our arithmetic.

CSV · 79 rows

Aimco (AIV) 2025-2026: plan of sale and liquidation, distributions, estimate components, net assets in liquidation, asset sales, remaining assets and tax rules

79 sourced rows from the FY2025 10-K, the Q1 and Q2 2026 10-Qs, the January 2026 proxy statement, the November 2025 and March 2026 earnings releases and eight 8-Ks. Form and SEC accession number on every row.

CSV · 207 rows

iCapital, CAIS, Moonfare and Yieldstreet/Willow: Form ADV, BrokerCheck, Form CRS and Form D data, October 2026

207 rows: Form ADV Part 1 items for six advisers (SEC data file of October 2, 2026), Schedule D private-fund rows for Moonfare GmbH, CAIS Advisors and Willow, BrokerCheck facts for four broker-dealers, fee and minimum statements from Form ADV Part 2A brochures and Forms CRS, the Form D census of iCapital, CAIS and Moonfare feeders, and the 2023 SEC order against YieldStreet. One source and identifier per row.

CSV · 263 rows

American Healthcare REIT (AHR): segments, NOI, occupancy, Normalized FFO and dividend, debt maturities, share count and 2026 acquisitions

Segment buildings, purchase price and occupancy, segment revenue and NOI, five quarters of occupancy, same-store NOI, Normalized FFO and NAREIT FFO per share against the $0.25 quarterly dividend, debt maturities and credit facility terms, shares and OP units, equity offerings, 2026 acquisitions including the Kensington portfolio, and management changes. Form and accession number on every row; rows marked our arithmetic are derived.

CSV · 161 rows

American Tower (AMT): dividend vs AFFO, FFO and net income, guidance changes, data centers, customers, segments, debt maturities and refinancing

161 sourced rows from the FY2025 10-K, the Q2 2026 10-Q, the Q4 2025, Q1 2026 and Q2 2026 earnings releases and the May to September 2026 8-Ks of American Tower Corporation. Form and accession number on every row; our arithmetic rows say so.

CSV · 316 rows

AMG Pantheon Fund: tender offers, NAV by class, flows, fees and Master Fund portfolio, 2016-2026

Thirty-nine completed quarterly tender offers (units offered and tendered) from the final amendments to Schedule TO-I, units outstanding at each offer since 2022, the open August 2026 offers of the Fund and the Master Fund, NAV per unit and net assets by class at seven dates, quarterly net assets, sales and redemptions from sixteen Form N-PORT filings, fiscal 2025-2026 flows by class, fees and expense ratios, and the Master Fund's portfolio, liquidity and credit line from the March 2026 annual report. One accession number per row.

CSV · 175 rows

Annual gift tax exclusion 2026: statutory amounts, Form 709 filing rules, IRS Statistics of Income gift tax returns filed in 2019-2021, gifts by asset type 2010-2016, IRS Data Book counts, state gift taxes and add-backs, and a worked example

Rows from Rev. Proc. 2025-32, 2024-40 and 2023-34; 26 U.S.C. 102, 1015, 2001, 2035, 2502, 2503, 2513, 6019, 6075, 6324 and 6501; Public Law 119-21 section 70106; the Instructions for Form 709 (2025); 26 CFR 25.2503-3, 25.2512-1, 25.2512-3, 25.2511-1 and 301.6501(c)-1; IRS SOI Table 1 for gift tax returns filed in 2021, 2020 and 2019 (by tax status and size of taxable gifts); the IRS SOI Bulletin (Summer 2019) table of gifts by asset type for 2010-2016; IRS Publication 5368; the IRS Data Book 2025; Connecticut General Statutes chapter 228c; the New York Department of Taxation estate tax page and Assembly bill A3009-C (2025) Part T; Minnesota Statutes section 291.016; and a worked example marked as our arithmetic.

CSV · 361 rows

Antares Private Credit Fund (APCF): tender offers, monthly NAV, leverage, payout coverage, fees, ownership and credit quality, 2024-2026

Seven tender offers with shares outstanding, offer limit, shares tendered, price and cash paid; 22 monthly Form 8-K reports (NAV per share, aggregate NAV, loan commitments, principal debt, debt-to-equity, declared distributions, cumulative offering proceeds); net investment income and distributions per share for nine periods; fee waivers; asset coverage; internal risk ratings and non-accruals; industry mix; share classes and fees; and the beneficial owners above 5%. One accession number per row.

CSV · 368 rows

Antares Strategic Credit Fund (A-STAR): tender offers, subscriptions, NAV, leverage, payout, fees and credit ratings, 2024-2026

Three semi-annual tender offers with shares outstanding, offer limit, shares tendered and accepted, price and cash paid; sixteen subscription dates; monthly NAV, debt and leverage from the Form 8-Ks; seventeen distribution declarations; net investment income and distributions per share for eleven periods; fee waivers and fee terms; debt facilities and asset coverage; internal credit ratings and non-accruals at seven dates; industry mix; and the side-by-side facts for Antares Private Credit Fund. One accession number per row.

CSV · 218 rows

Apollo Aligned Alternatives (AAA): Form D sales and investors by entity, Apollo AUM and third-party capital, Athene returns, 2022-2026

Total sold and investor counts from 54 Form D and D/A filings by 16 AAA entities (2022-2026), AAA AUM and third-party capital from Apollo's 10-Ks for 2023-2025 and 10-Qs for March and June 2026, Athene's consolidated-VIE revenues and Atlas exposure, eight preliminary quarterly return estimates from Apollo 8-Ks (Q4 2024 to Q3 2026), the AAA Sub Fund 2-Y holding in ARIS from Forms 3 and 4. One accession number per row.

CSV · 12 rows

The data table in this article, as CSV

The 12-row table from this article as CSV: Property, Location, Type, Acquired…. Sources are listed in the article.

CSV · 484 rows

Apollo Asset Backed Credit Company (ABC): monthly NAV, raises, repurchases, distributions, financials and holdings, 2024-2026

Monthly NAV per share for Series I and Series II I and F-I Shares (June 2024 to August 2026), total NAV and cash from 24 Exhibit 99.1 tables, every monthly Item 3.02 raise, seven repurchase windows with the deadline, price and percentage of NAV, declared distributions per share, 10-K and 10-Q financials, the June 30, 2026 schedule of investments by pillar and the fee terms. One accession number per row.

CSV · 228 rows

Apollo Debt Solutions BDC (ADS): repurchases, NAV, leverage, distributions and income, 2023-2026

Twelve quarterly tender results with the offer limit, shares tendered and accepted, share of each request paid, NAV of shares accepted and cash paid; the open Q3 2026 offer and the September 2026 letter's estimates; 22 monthly Form 8-K reports (Class I NAV, aggregate NAV, portfolio, net leverage, distribution); and XBRL income, distributions and net assets. One accession number per row.

CSV · 240 rows

Apollo Diversified Credit Fund (CRDIX): repurchase offers, NAV, borrowings, fees, holdings and monthly flows, 2024-2026

Eleven completed quarterly repurchase offers and the open November 2026 offer, six Form N-23C-3 notices with NAV and fact-sheet leverage, balance sheet and income figures from the June 30, 2026 semiannual report, expense ratios by share class, prospectus fee table, Form N-PORT net assets, borrowings and monthly sales and redemptions, and the largest issuers. One accession number per row.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Quarter, Shares tendered, Filled at ~27%, Remaining. Sources are listed in the article.

CSV · 358 rows

Apollo Global Management (APO): earnings, AUM by owner, evergreen funds, Global Wealth, Athene flows, dividend, buybacks, debt and risks, Q2 2026

Fee related earnings, spread related earnings and adjusted net income for four quarters, the Q2 2026 build of each, AUM for Athene, Athora and the perpetual-capital funds sold to individuals, Global Wealth inflows, redemptions, Athene inflows and outflows, the dividend and buyback history, every note in the debt table, ratings and the risk items in the 10-Q. Form and accession number on every row.

CSV · 194 rows

Applicable federal rates January-October 2026, section 7520 rates, the 2026 blended annual rate and the statutory thresholds of sections 7872, 1274, 483, 1274A and 7520

194 rows: the short-, mid- and long-term AFR in four compounding periods from the ten 2026 IRS revenue rulings (Rev. Rul. 2026-2, 3, 6, 7, 9, 11, 12, 13, 17 and 19), the 120% mid-term rate and the section 7520 rate of each month, the July 2026 blended annual rate, the lowest 3-month rates for March-October contracts (our arithmetic), and the dollar and time thresholds of 26 U.S.C. 7872, 1274, 483, 1274A and 7520, Rev. Proc. 2025-32 and 26 CFR 1.7872-5, with source URLs.

CSV · 335 rows

Arbor Realty Trust (ABR): dividend, non-performing loans, reserves, agency delinquencies, CLOs and debt by quarter, Q4 2022 to Q2 2026

Fifteen quarters of common dividend declared, GAAP and distributable earnings per share, non-performing and other non-accrual loans, loan loss allowance, loan modifications, foreclosures and REO, delinquencies and Fannie Mae loss-sharing reserves on the agency servicing book, CLO credit-risk assets, repurchase, securitized and unsecured debt, equity, plus the June 2026 CLO and note ladder, buybacks and litigation. Form and accession number on every row.

CSV · 369 rows

Ares Capital (ARCC): dividend, Core EPS, NII, NAV, non-accruals, grades, PIK income, debt and IHAM, Q4 2023-Q2 2026

Eleven quarters of Core EPS, NII, dividend, NAV, leverage, non-accrual share at cost and fair value and yields from the earnings releases; internal grade distribution and PIK income per quarter from the 10-Qs and 10-Ks; June 30, 2026 industry mix, portfolio by class, debt instruments, Ivy Hill and SDLP figures, and the September 2026 notes. One accession number per row.

CSV · 320 rows

Ares Core Infrastructure Fund: tender offers, monthly NAV, flows, distributions, fees, leverage and holdings, 2024-2026

Five completed tender offers (offer limit, shares outstanding, shares tendered, NAV tendered, cash paid, price) from the Schedule TO-I and final amendments; 22 monthly Form 8-K reports (NAV per share, aggregate NAV, portfolio fair value, monthly share sales); sales by class since April 2026; the distribution schedule; income, distribution coverage, fees and expense ratios by class; debt and asset coverage; top holdings and portfolio mix at June 30, 2026 from the 10-Q. One accession number per row.

CSV · 350 rows

Ares Management Corporation (ARES): fees, earnings, dividend, AUM, perpetual capital, segments, ASIF, AREIT and AIREIT flows, performance income and debt, Q2 2025 to Q2 2026

Five quarters of fee related earnings, realized income, AUM and capital raised, the dividend and its basis, segment results, strategy AUM, fee schedules for ARCC, ASIF and the non-traded REITs, the ARCC Part I fee deferral, what the funds' own 10-Qs show about sales and repurchases, performance income statements, debt and voting control. Form and accession number on every row.

CSV · 356 rows

Ares Private Markets Fund: tender offers by class, NAV, flows, leverage and fees, 2022-2026

Sixteen completed tender offers (offer limit, net assets at the offer date, shares tendered and paid by class, share of the limit and of net assets, implied price), the open September 2026 offer, every version of the amended December 2025 and March 2026 results, N-PORT quarterly sales and borrowings, annual and semiannual net assets, NAV by class, flows and leverage, five prospectus fee tables, FY2026 expenses and returns, unfunded commitments and the top ten holdings. One accession number per row.

CSV · 149 rows

Ares Strategic Income Fund: tenders, NAV, flows and leverage, 2024-2026

Every quarterly tender from December 2024 to September 2026 with shares tendered and accepted, proration, price and amount paid; month-end NAV per share from December 2024 to August 2026; the cumulative amount raised in the registered offering and private placements at each monthly 8-K and the change between them; aggregate NAV and debt-to-equity; first-half 2026 income against distributions; with the accession number of each source.

CSV · 249 rows

ARK Venture Fund (ARKVX): repurchase results, NAV, shareholder flows, N-PORT holdings and Level 3 share, fees and listing timeline, 2023-2026

Twelve repurchase offers (percent and shares repurchased) from annual and semiannual reports; NAV in sixteen Form N-23C-3 notices; financial highlights and shareholder transactions; fifteen quarterly Form N-PORT reports (net assets, Level 3 value, positions); the top positions at July 31, 2026; the SpaceX position over time; securities lending; twelve monthly returns; fees from the prospectus; and the exchange-class and tokenized-class timeline. One accession number or document per row.

CSV · 491 rows

ARMOUR Residential REIT (ARR): monthly dividends, book value, share count, ATM issuance, manager fees, BUCKLER repo interest and leverage, 2022-2026

Every monthly common dividend from January 2023 to October 2026, quarterly book value, share count, Distributable Earnings, coverage, leverage and swaps for fifteen quarters, ATM issuance, authorized shares, management fees, interest paid to the affiliated broker-dealer BUCKLER, spread and rate sensitivity, and the 2024 Special Committee record. Form and accession number on every row; derived rows are marked as our arithmetic.

CSV · 16 rows

The data table in this article, as CSV

The 16-row table from this article as CSV: Series, NAV Jul 25 2025, NAV Jul 25 2026, 12-month change…. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Fee, Amount, When Charged. Sources are listed in the article.

CSV · 168 rows

Ashford Hospitality Trust 2026: non-traded and listed preferred terms, arrears and redemptions, debt and defaults, hotel sales, advisory fees and the common stock

Series J, K, L and M offering proceeds, dividend rates, redemption fees, shares outstanding and arrears; listed Series D to I shares and arrears; the December 2025 redemption suspension and January 2026 dividend suspension; going-concern language; every mortgage loan at June 30, 2026, the JPM8 CMBS default and the Highland refinancing; 19 hotel sales from December 2025 to September 2026; the Ashford Inc. advisory agreement terms and fees; reverse splits and share counts. SEC accession on every row.

CSV · 108 rows

Assumable mortgage rules for FHA, VA, USDA, Fannie Mae and Freddie Mac loans, with federal due-on-sale law, a dated rate benchmark and FHFA counts of outstanding loans, October 13, 2026

108 rows, one rule or number per row, each with its citation and source URL: HUD Handbook 4000.1 and 24 CFR 203, 38 U.S.C. 3714 and VA circulars, 7 CFR 3550 and 3555, the Fannie Mae Servicing Guide, the Freddie Mac Guide and uniform instrument, 12 U.S.C. 1701j-3 and 12 CFR 191.5, Regulation C, Freddie Mac's weekly rate survey to October 8, 2026, FHFA National Mortgage Database counts for the second quarter of 2026, and our arithmetic.

CSV · 128 rows

Auraria Student Lofts, Denver: NB Auraria DST Form D, 2014 CMBS loan, 2019 sale and refinancing, and Chapter 11 Case No. 22-12059 (2014-2025)

NB Auraria, DST's Form D and D/A (offering, amount sold, investors, commissions, payments to named persons); the 2014 COMM 2014-CCRE19 loan terms, appraisal, NOI and occupancy; monthly servicer balances and the December 2019 defeasance; the sponsor's December 2019 return claims, labelled as claims; the 2019 buyer's financing; Fortress's loan purchase and default; bankruptcy schedules, proofs of claim, plan figures and orders in Bankr. D. Colo. No. 22-12059-KHT; and four press-reported figures, labelled as such. Source and accession, docket number or URL on every row.

CSV · 254 rows

Bain Capital Private Credit (BCPC): tenders, monthly NAV and leverage, income, fees and ownership, 2023-2026

Eleven quarterly tender offers (offered, tendered, price, cash paid), monthly Form 8-K reports of NAV per share, aggregate NAV, investments, debt, debt-to-equity and cumulative shares issued, income and distribution coverage from the 10-K and 10-Q, fees and share-class terms, industry mix, debt facilities, and the Schedule 13D/13G ownership filings. One accession number per row.

CSV · 84 rows

Bank statement loans: lender-published terms (October 13, 2026), Regulation Z rules and Redwood Aspire volumes

Terms that Angel Oak Mortgage Solutions, Lendz Financial, Total Quality Lending, Griffin Funding, HomeLife Mortgage, LendSure, 5th Street Capital and a LoanStream wholesale matrix publish on their websites (as their own claims, read October 13, 2026), the Regulation Z, statute and HMDA 2025 figures on prepayment penalties, escrow and ability to repay, Redwood Trust's Aspire acquisitions for the first half of 2026, and an income illustration. One source per row.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Platform, Investor's Legal Position, Bankruptcy-Remote?, Strength. Sources are listed in the article.

CSV · 450 rows

Barings BDC (BBDC): NII, dividends, NAV, credit support agreements, non-accruals, debt and fees, Q4 2023-Q2 2026

Eleven quarters of NII, regular and special dividends, NAV, leverage and income lines from the earnings releases; the credit support agreement balance at twelve dates, the MVC and Sierra payments, non-accruals at twelve dates and by name, share-price proxies from the 10-Q repurchase tables, debt maturities, fees and portfolio mix from the 10-Q. One accession number per row.

CSV · 364 rows

Barings Private Credit Corp (BPCC): 17 tender offers, NAV, distributions, non-accruals, leverage and subscriptions, 2021-2026

Every Schedule TO-I and TO-I/A since the first offer in September 2022 (offer size, shares outstanding, shares tendered, share accepted, price, cash); quarterly and monthly NAV per share; net investment income and distributions per share; asset coverage and debt; non-accruals by quarter; monthly share sales; the largest holders; fee terms; and Barings BDC for comparison. One accession number per row.

CSV · 607 rows

Publicly traded BDCs, 2026: net assets, NAV per share, debt, asset coverage and NAV change from SEC filings

One row per BDC per metric for the 50 BDCs listed on the NYSE or Nasdaq: net assets, shares, NAV per share, investments at fair value, debt and its components, debt to net assets, asset coverage as reported, NAV one year earlier and interim quarters, declared dividends where tagged, and totals. One SEC accession number per row.

CSV · 12 rows

The data table in this article, as CSV

The 12-row table from this article as CSV: Lender, DSCR Floor, LTV Max (Purchase), Min Loan…. Sources are listed in the article.

CSV · 39 rows

Fix and flip loans in federal HMDA data (2025): short-term investor loans by lender, rate and term

Short-term business-purpose investor loans (first lien, 1-4 units, investment property, term 36 months or less) in the 2025 HMDA loan-level files of all states: counts, dollars, note-rate percentiles, terms, structure and the main fix-and-flip lenders, plus lender terms as published on their sites on October 8, 2026. One source per row.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: #, REIT, Sector, Liquidity record…. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Investment, Annualized Yield, Monthly Income ($10K), Distribution Freq.…. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Platform, Min Investment, Target Return, Best Product…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Rank, Platform, iOS Rating, Android Rating…. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Vehicle, Yield, Max Drawdown Risk, Liquidity. Sources are listed in the article.

CSV · 16 rows

The data table in this article, as CSV

The 16-row table from this article as CSV: Tax Mechanic, 2026 Value or Rule, Primary Source. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Rank, Platform, Latest 12-mo Nominal, Real (vs same-period CPI-U)…. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Platform, Minimum, Fees, Avg Returns…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: #, Vehicle (symbol), Structure, What it lends on…. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: #, Fund (ticker), Strategy, Redemption fill record…. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: JPMREIT, December 31, 2025, August 31, 2026, September 30, 2026. Sources are listed in the article.

CSV · 390 rows

BlackRock Private Credit Fund (BDEBT): tender offers, NAV, distributions, flows and expense support, 2022-2026

Thirteen completed quarterly tender offers (limit, shares tendered and accepted, share of request paid, price, cash paid, request as a share of shares outstanding) and the September 2026 offer; the corrections the fund filed to three results; 45 monthly NAV per share figures; 51 distribution rows; monthly sales to feeder vehicles; balance sheet, portfolio, non-accrual, debt, fee and expense-support lines from the 10-K and 10-Qs; and the September 2026 officer changes. One accession number per row.

CSV · 382 rows

Blackstone Inc. (BX): fees, earnings, dividend, AUM, perpetual capital, BREIT and BCRED flows, performance revenues and debt, Q2 2025 to Q2 2026

Five quarters of segment earnings and AUM, the dividend table, segment results, AUM roll-forward, perpetual capital and the selected evergreen vehicles, what the 10-Q says about BREIT, BCRED, BXPE and BXINFRA flows, performance fee terms and timing, GAAP lines, balance sheet, debt maturities and share repurchases. Form and accession number on every row.

CSV · 237 rows

Blackstone Infrastructure Strategies (BXINFRA): redemptions, monthly NAV by class, flows, distributions, fees, leverage and holdings, 2025-2026

Six quarterly redemption results from 10-Q and 10-K tables, 20 monthly Transactional NAVs for Class I, S and D from Form 8-Ks, monthly units sold, units outstanding at six quarter-ends, distributions per unit, the Aggregator's income, fees, performance allocation and distributions, debt and credit facilities, the eight largest holdings and the redemption plan rules. One accession number per row.

CSV · 520 rows

Blackstone Mortgage Trust (BXMT): dividend coverage, risk ratings, CECL reserves, rated 4 and 5 loans, owned real estate and debt maturities, Q4 2024 to Q2 2026

Seven quarter-ends of dividend, GAAP and distributable earnings per share, book value, loan book statistics, risk-rating counts and net book value, CECL reserves and charge-offs, owned real estate, plus the June 30, 2026 property-type and geography tables, the 26 loans rated 4 or 5 with their rating path, loan maturities, the debt stack and the contractual repayment ladder. Form and accession number on every row.

CSV · 208 rows

Blackstone Private Credit Fund (BCRED): repurchases, NAV, leverage, distributions and new money, 2024-2026

Eleven quarterly tender offers with the maximum, shares tendered and accepted, share of each request paid, price and cash paid; the Q3 2026 request estimate; 22 monthly NAV reports (NAV per share, aggregate NAV, debt, leverage, cumulative shares issued, monthly distribution); 2025 and first-half 2026 income against distributions; and Cox Capital's September 2026 offer. One accession number per row.

CSV · 263 rows

Blackstone Private Equity Strategies Fund (BXPE): redemptions, monthly NAV, subscriptions and GAAP-to-Transactional NAV, 2024-2026

Nine quarterly redemption results (six Schedule TO-I/A final amendments and three 10-Q/10-K redemption tables), 32 monthly Class I Transactional NAVs and quarter-end and 2026 Class S NAVs, monthly units sold by BXPE U.S., the TE Feeder and the whole BXPE Fund Program from 33 Form 8-Ks, aggregate Transactional NAV, units outstanding, the GAAP-to-Transactional NAV reconciliation at four dates, reported total returns, debt, liquidity and fee terms. One accession number per row.

CSV · 342 rows

Blackstone Secured Lending Fund (BXSL): dividends, income, NAV, non-accruals, debt maturities and the loans shared with BCRED, 2022-2026

Sourced rows from the June 30, 2026 and March 31, 2026 10-Qs, the FY2025 10-K, the August 2026 earnings release and revolver 8-K, other 2026 8-Ks and BCRED's June 30, 2026 10-Q: five quarters of NAV, income and leverage, every dividend declared since 2023, the income statement against a year earlier, the eight loans on non-accrual, the debt ladder and the five issuers that appear on both funds' non-accrual lists. Form and accession number on every row.

CSV · 163 rows

Blanket and portfolio loan terms of investor lenders, release clauses, Fannie Mae limits and HMDA 2025, read October 7, 2026

Program-by-program terms from the saved pages of Lima One, CoreVest, LendingOne, Easy Street, RCN, FACo, Visio, Kiavi, Angel Oak and Axos (minimum and maximum properties, loan size, leverage, DSCR, amortization, prepayment, recourse), two SEC-filed loan agreements with release prices, Fannie Mae B2-2-03 and B3-4.1-01, Regulation Z and C citations, and 2025 HMDA counts of long-term business-purpose investor loans by lender. One source per row.

CSV · 246 rows

Blue Owl Capital Corporation (OBDC): dividend vs NII by quarter, NAV, non-accrual loans, PIK, software exposure, debt and lawsuit, 2024-2026

246 rows from OBDC's 2025 10-K, the Q3 2025, Q1 2026 and Q2 2026 10-Qs, five earnings releases and four 8-Ks and a Form 40-33: quarterly NII, adjusted NII, dividends and NAV, the seven non-accrual companies loan by loan, buybacks, debt maturities, Credit SLF members, fees and the derivative complaint. Form and accession number on every sourced row.

CSV · 194 rows

Blue Owl Capital Inc. (OWL): AUM, fee-related earnings, fees by platform, dividend, debt and redemption language, 2025-2026

AUM and fee-paying AUM by strategy at June 30, 2026, five quarters of fee-related and distributable earnings, management fees by platform and Part I Fees, the funds Blue Owl reports on, the redemption sentences from the 10-K and the Q1 and Q2 10-Qs, the dividend, share counts, and the debt stack including the August 2026 notes. Form and accession number on every row.

CSV · 210 rows

Blue Owl Credit Income Corp (OCIC): repurchases, NAV, debt, new money and income, 2023-2026, with OTIC

Eleven quarterly tender results for OCIC (shares tendered and accepted, share of each request paid, Class I price, cash paid, requests as a share of shares outstanding); the October 2026 third-quarter estimates; 22 monthly Form 8-K reports (Class I NAV, aggregate NAV, cumulative shares and dollars raised, leverage, debt outstanding); XBRL income, distributions, PIK and net assets; the Cox-Saba Schedule TO-C; and the 2026 tender results of Blue Owl Technology Income Corp (OTIC). One accession number per row.

CSV · 50 rows

Blue Owl Capital Corporation II (OBDC II): tenders, return-of-capital distributions, NAV and income, 2025-2026

The last two issuer tender offers, the merger and its termination, the February 2026 loan sale, the three return-of-capital distributions, Cox Capital and Saba's $3.80 offer, monthly reinvestment prices from May 2025 to February 2026, NAV, net assets, debt and second-quarter 2026 income. One accession number per row.

CSV · 19 rows

Blue Owl ORENT private share sales, 2026

All 19 Item 3.02 closings disclosed in ORENT's 2026 Forms 8-K through October 1, 2026 (the October 1 multi-class closing filed October 5, 2026; its Class I feeder closing not yet filed): closing date, channel, shares, gross proceeds, the NAV date each sale was priced at, filing date and SEC accession number.

CSV · 286 rows

Blue Owl Technology Income Corp (OTIC): 16 tender offers, monthly NAV, quarterly balance sheet, income, distributions, credit and fees, 2022-2026

Results of 16 quarterly tender offers (limit, shares tendered, price, share accepted, cash paid) from the Schedule TO-I/A filings and the open September 2026 offer; 33 monthly NAV per share figures from Form 8-K; investments, debt, net assets, leverage, net investment income and distributions from the 10-K and 10-Qs; non-accruals, PIK, sectors, fees, share classes and minimums; the 2026 8-K items; and OTF's listing. One SEC accession number per row.

CSV · 116 rows

Bonus depreciation for real estate in 2026: the statute, IRS guidance, Form 4562 rules and IRS Statistics of Income data

The text Public Law 119-21 section 70301 changed in 26 U.S.C. 168(k) and its effective-date rules; the acquisition-date and binding-contract rules of IRS Notice 2026-11 and 26 CFR 1.168(k)-2; the rate by acquisition and placed-in-service date; which real estate property qualifies (IRS Publication 946, Form 4562 instructions, 26 U.S.C. 168(e)(6)); section 179 limits and exclusions for landlords; the election out and the 40% transitional election; passive loss rules (26 U.S.C. 469, Publication 925); section 1245 recapture from Publication 544's example with our 100%-bonus variant; California nonconformity (FTB 3885A instructions); and IRS SOI Corporation Complete Report Table 13 for tax years 2018 to 2022, all sectors and real estate and rental and leasing.

CSV · 157 rows

Braemar Hotels & Resorts (BHR) 2026: proxy contest, litigation, Ashford fee, hotel sales, debt, dividends, non-traded preferred, the seven remaining hotels and 2027 guidance

The October 14, 2026 PREC14A and the company filings behind it: contest dates and vote rules, the $574.8 million and $480.0 million Ashford figures, six hotel sales, the debt table at June 30, 2026, common and preferred dividends, Series E and M redemption requests, hotel-level EBITDA and 2027 guidance. Form and accession number on every row.

CSV · 220 rows

BREIT performance by year, 2017-2026: total returns by share class, NAV, distributions, repurchases and fees

Calendar-year total return for every share class from each Form 10-K (2017-2025), first-half 2026 returns from the June 2026 10-Q and July/August 2026 monthly returns from the 424B3 supplements; annualized inception-to-date returns as reported at each year-end; average distribution rates; year-end NAV per share for Classes I, S, D and T and the September 2022 peak; aggregate NAV; gross and net distributions per share; the share of distributions taxed as return of capital; annual repurchases; and the management fee and performance participation allocation paid each year. One SEC accession number per row.

CSV · 20 rows

BREIT unregistered share sales, 2026 (Class C, L and S-2)

Every Item 3.02 private sale disclosed in BREIT's 2026 Forms 8-K through October 1, 2026: date, class, channel, shares, consideration, upfront commission, implied price per share, SEC accession number.

CSV · 10 rows

BREIT NAV by share class, July 31, 2026

NAV, shares outstanding and NAV per share for all ten BREIT share classes and OP units from the Form 424B3 filed August 17, 2026.

CSV · 172 rows

Bridge Investment Group and Apollo: deal terms, fund performance, carried interest and Form D filings

172 rows: merger terms, vote and closing, Apollo's purchase accounting, Bridge's last reported AUM and fee-earning AUM by fund, closed-end fund MOIC and net IRR as of June 30, 2025, carried interest before and after the deal, Form D filings of Bridge opportunity zone funds and of the funds launched under Apollo, and litigation, each with its SEC accession number or docket.

CSV · 304 rows

Bridge-type loans in federal HMDA data, 2024-2025: homeowner short-term loans, investor short-term loans, HELOC and cash-out comparison, published lender terms

Homeowner short-term loans (term 24 months or less, owner-occupied, non-business purpose) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, lien, term, purpose, lender type, top lenders and states; the same cut for investor loans; HELOC, home equity loan and cash-out refinance medians; the Regulation C and Fannie Mae rules cited; prime and 30-year rates; and the bridge terms lenders publish. One source per row.

CSV · 273 rows

BrightSpire Capital (BRSP): dividend, Distributable Earnings, book value, loan book, watch list, CECL reserve, real estate owned, debt and the September 2026 13D, Q4 2021 to Q2 2026

Nineteen quarters of dividend, GAAP, Distributable and Adjusted Distributable Earnings per share and book value, plus annual tax character of the dividend, buybacks, the June 30, 2026 loan book, watch list history, CECL roll-forward, the six real estate owned assets, the debt stack, the industrial net lease sale and the Schedule 13D. Form and accession number on every row.

CSV · 124 rows

Brookfield Asset Management (BAM): fee earnings, fee-bearing capital by type, carried interest, wealth-channel fees, dividend and debt, 2023-2026

Fee-related and distributable earnings, fee revenues and fee-bearing capital by strategy and by type (long-term, perpetual, liquid) at three year-ends and June 30, 2026, the Q2 roll-forward, insurance inflows, accrued carried interest, the fees Brookfield REIT and Brookfield Infrastructure Income Fund pay their advisers, the dividend, the debt and the Oaktree purchase. Form and accession number on every row.

CSV · 247 rows

Brookfield Corporation (BN): distributable earnings by segment, dividend and distributions, corporate debt, Brookfield Wealth Solutions balance sheet and credit book, 2024-2026

Distributable earnings by business for Q2 2026, the last twelve months and the 2025 and 2024 years, per-share earnings and dividends, cash distributions BN received from BAM, BIP, BEP, BBUC and Brookfield Property Group, the uses of that cash, corporate and insurer borrowings, the Wealth Solutions segment, the insurer's investment book, the simplification terms and the September 2026 notes. Form and accession number on every row.

CSV · 298 rows

Brookfield Infrastructure Income Fund (BII): tender results, NAV by class, flows, fees, distributions, leverage and holdings, 2023-2026

Ten completed quarterly tender offers (shares tendered, NAV tendered, amount paid, implied price, share of shares outstanding), the open September 2026 offer, NAV per share and net assets by class at six report dates, subscriptions and repurchases by period, monthly N-PORT flows for April-June 2026, class I per-share income and distributions, fees and the fee table, ownership, borrowings and the June 30, 2026 portfolio. One accession number per row.

CSV · 199 rows

Brookfield Private Equity Fund LP (BPEF): monthly NAV, unit sales, balance sheet, B-1 redemptions, fees and debt, 2025-2026

Ten months of Transactional NAV per unit for Classes B-1, B-2, I and S, units outstanding, monthly unit sales by class and the BPE Program running total from the 8-Ks; the June 30, 2026 balance sheet, six-month operations, flows, portfolio marks and the GAAP-to-Transactional NAV reconciliation from the 10-Q; fee, redemption and expense-support terms; the March 2026 affiliate facility, 2026 promissory notes and the October 9, 2026 secured revolver. One accession number per row.

CSV · 12 rows

The data table in this article, as CSV

The twelve rows of the August 28 and September 29, 2026 Form 8-K distribution tables, with our two percentage columns and the filing's accession and own row text on every line.

CSV · 249 rows

BRRRR method numbers: investor cash-out refinances, DSCR-type and short-term loans in federal HMDA data (2024-2025), refinance seasoning rules and the worked example

Originated first-lien investment-property cash-out refinances in loan-level HMDA data for 2024 and 2025 (counts, dollars, note-rate and CLTV percentiles, product mix, lender type, the 10 largest lenders, CLTV bands, states), the DSCR-type and short-term comparison groups with the same definitions as our hard money, DSCR and investment-property rate pages, the three lenders in our lender box, the Fannie Mae and Freddie Mac cash-out and delayed-financing rules, lender seasoning statements, and every input and output of the worked example. One source per row.

CSV · 244 rows

Calamos Aksia Alternative Credit & Income Fund (CAPIX): repurchase offers, NAV, flows, fees, holders and portfolio, 2023-2026

Thirteen Form N-23c-3 offer notices with deadline and Class I NAV; eleven completed repurchase offers (NAV at pricing, amount and share of shares repurchased) from four annual and semiannual reports; thirteen quarters of Form N-PORT net assets, borrowings, share sales and redemptions; financial highlights, statements, fees, credit facility, portfolio mix, Aksia-affiliated holdings, six positions flagged in default, the October 7, 2026 Schedule 13D and 13G, and the Calamos Wealth Management Schedule 13G/A series. One accession number per row.

CSV · 101 rows

California 1031 exchange clawback: statutes, Form FTB 3840 fields, FTB guidance, 2025 rate schedule, Form 593 withholding, two other states' rules and a worked example

Rows from the California Revenue and Taxation Code (sections 17041, 17043, 17951, 18031, 18031.5, 18032, 18662, 19131, 24953) and Financial Code Division 20.5 as published on leginfo.legislature.ca.gov; the 2025 Form FTB 3840 and its instructions; FTB Tax News (February 2021), the FTB like-kind exchange page and Publication 1100 examples; the 2025 California tax rate schedule for joint filers; the 2026 Form 593 instructions; Massachusetts regulation 830 CMR 62B.2.4 and Oregon Form OR-24 instructions; 26 U.S.C. 1031 and 1014 from govinfo; and a 2025-2030 worked example computed by CrowdfundedWealth (marked as our arithmetic).

CSV · 243 rows

Cantor Fitzgerald Infrastructure Fund: holdings, valuation levels, fees, NAV, payout and repurchase offers, 2023-2026

Fund size and public/private mix at four dates, valuation levels, 17 private fund positions with unfunded commitments, top public holdings, fee and expense data by class, NAV per share by class, one-year returns, distributions and return of capital, 12 quarterly repurchase offers by class, flows, ownership and the adviser change of control. One SEC accession number per row.

CSV · 323 rows

Exit cap rates and discount rates assumed by 18 non-traded real estate funds, June 30, 2026 vs June 30, 2025

Weighted-average exit capitalization rate and discount rate by property type from each fund's Form 10-Q or N-CSRS, with the SEC accession number, the fund's own sensitivity to a 0.25-point change, and the 10-year Treasury yield.

CSV · 119 rows

Home-sale capital gains exclusion: section 121 statute and regulation tests, Publication 523 and Form 1099-S rules, 2026 rate thresholds, NIIT, the proposed H.R. 4327, a CPI deflator and IRS SOI principal-residence sales for tax years 2013 to 2015

Rows from 26 U.S.C. 121, 1(h) and 1411 (U.S. Code 2024 edition, GPO), 26 CFR 1.121-1 to 1.121-4 and 1.1411-4 (eCFR, version of October 1, 2026), IRS Publication 523 (2025), the Instructions for Forms 1099-S and 8949, Rev. Proc. 2025-32, H.R. 4327 (119th Congress) with its GovInfo bill status, Public Law 119-21, BLS CPI-U for August 1997 and August 2026 with our deflator arithmetic, and IRS Statistics of Income Sales of Capital Assets Table 1 for tax years 2013, 2014 and 2015 (principal residences), each with its source.

CSV · 211 rows

2026 federal capital gains thresholds, NIIT rules and the tax treatment of capital gains in 50 states and DC, each with its source

Rev. Proc. 2025-32 rate thresholds for 2026 beside the 2025 figures on IRS Topic 409; 1411 thresholds; statutory rules cited on the page; for every state and DC the category, the treatment and the top rate, each with the statute or revenue department page it was read from; Washington's capital gains excise tax; and the inputs and results of the worked examples (our arithmetic).

CSV · 248 rows

Capital Group KKR interval funds: size, private share, seed ownership, repurchase results, NAV, flows, fees and distributions, 2025-2026

Net assets by quarter from Form N-PORT, Level 3 (unobservable-input) assets, seed ownership from annual and semiannual reports and Schedule 13D, six completed repurchase offers (requested, price, amount, shares), ten Form N-23C3A offer notices with NAV, share flows, fees from the prospectuses, distributions against net investment income, and the filings of the last 60 days. One accession number per row.

CSV · 463 rows

Capital Southwest (CSWC): dividends vs pre-tax NII, NAV, ATM sales, operating cost, share-limit vote, debt, PIK and non-accruals, FY2017-2026

463 rows from CSWC's FY2026 10-K, the June 2026 and earlier 10-Qs, nine quarterly earnings releases, the Q1 FY2027 presentation, proxy and 8-Ks: nine quarters of NII, dividends, NAV and ATM sales, ten years of NAV, dividends and price, the NAV bridge, the 8 non-accrual names, debt and the September 2026 charter vote. Form and accession number on every row.

CSV · 135 rows

Capital Square DST Form D dataset, 2013-2026 (135 offerings)

One row per Capital Square DST that filed a Form D with the SEC (issuer names beginning CS1031 or CSRA), using its latest Form D or D/A: offering amount, amount sold and investors as reported, sales commissions and their share of the offering, finders' fees, the amount of proceeds estimated for payments to related persons and its share, minimum investment, Rule 506(b) or 506(c), the broker-dealers listed, a property type read from the name, the number of amendments, and a link to the filing's XML.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Cardone REIT I, from the audited Form 1-K, Dec 31, 2023, Dec 31, 2024, Dec 31, 2025. Sources are listed in the article.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Item, FY2024, FY2023. Sources are listed in the article.

CSV · 23 rows

The data table in this article, as CSV

The 23-row table from this article as CSV: Latest Form D, Fund, Offered, Sold…. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Fee, Rate, Charged on, Paid or accrued to date. Sources are listed in the article.

CSV · 166 rows

The Carlyle Group (CG): earnings, dividend, AUM by segment, perpetual capital, fee rates, performance fees, debt and the CTAC and CGBD funds, Q2 2026

Five quarters of fee related earnings and distributable earnings, the fixed dividend policy and buybacks, AUM and fee-earning AUM by segment, perpetual capital with and without Fortitude, the fee-rate ladder from the 10-Q, evergreen wealth products, performance-fee funds, balance sheet and debt, the 2028 targets, and what the filings of CGBD and CTAC show. Form and accession number on every row.

CSV · 149 rows

Carlyle Tactical Private Credit Fund: quarterly repurchases, offer notices, NAV, income, flows and leverage, 2023-2026

Eleven completed quarterly repurchase offers (shares repurchased, price, consideration, share of the fund repurchased, and shares tendered for 2026) from the FY2024 and FY2025 annual reports and the June 2026 semiannual report; eleven Form N-23C-3 offer notices with offer period and Class I NAV; Class I financial highlights for 2023 to the first half of 2026; first-half 2026 income, distributions, flows and net assets; and borrowings, preferred shares and non-accruals. One accession number per row.

CSV · 465 rows

Cash-on-cash return by state: ACS 2024 rent, value and tax, NAIC 2023 insurance, Freddie Mac PMMS (October 8, 2026) and the 2025 HMDA investor rate premium

Inputs and results behind the state cash-on-cash benchmark: Freddie Mac 30-year rate and 2025 average, HMDA 2025 median investor note rates for seven states, ACS 2024 median rent, home value and real estate taxes, NAIC 2023 dwelling-fire premiums, our derived cap rate, cash-on-cash and break-even rent for 50 states and DC, and the worked examples. One source per row.

CSV · 783 rows

Cash-out refinances on investment property in federal HMDA data, 2025, with Fannie Mae limits and lender-published terms

Originated cash-out refinances on one-to-four-unit investment property in loan-level HMDA data for 2025 against investment purchase loans, investment refinances without cash out and principal-residence cash-outs: counts, dollars, note-rate and CLTV percentiles, product mix, units, lender type, the 15 largest lenders, Kiavi, Lima One, Visio's entity and Velocity, same-lender comparisons, 10 states, loan sizes, a test of the Fannie Mae 75% and 70% limits on loans sold to Fannie Mae and Freddie Mac, applications denied with rates by CLTV band, lender and reason, plus the Fannie Mae Eligibility Matrix and Selling Guide rules and the terms three lenders publish. One source per row.

CSV · 95 rows

Charitable remainder trusts: Section 664 rules, real estate provisions, Section 7520 rates for 2026, a worked example and IRS counts of CRATs and CRUTs

The operative thresholds of 26 U.S.C. 664, 170, 514 and P.L. 119-21 and of Treas. Reg. 1.664-1 to 1.664-4; Rev. Proc. 2016-42; the July 9, 2026 final rule listing certain CRAT annuity transactions; T.C. Memo. 2023-34; the monthly Section 7520 rates for January to October 2026; the actuarial factors and our arithmetic for a $2,000,000 property placed in a 20-year CRAT or CRUT in October 2026; IRS Statistics of Income counts, assets, real estate holdings, distributions and undistributed gains of CRATs and CRUTs for filing years 2003, 2007 and 2012; and Form 5227 return counts for fiscal year 2024 with IRS projections to 2032.

CSV · 14 rows

CIM Real Estate Finance Trust to CIM Group: transaction terms, June 24, 2026

Every quantified term of the June 24, 2026 contribution transaction, the ownership split before and after the earnout, the dividend floor schedule, the listing deadlines and the last NAV, each with its SEC accession number.

CSV · 96 rows

Cliffwater Corporate Lending Fund (CCLFX): quarterly repurchases, offer notices, NAV, income and leverage, 2023-2026

Twelve completed quarterly repurchase offers (NAV at pricing, amount repurchased, percentage of shares repurchased) from three annual reports; eleven Form N-23C-3 offer notices with offer period and NAV; financial highlights for fiscal 2024-2026; fiscal 2025-2026 income, distributions, sales and repurchases; and quarter-end net assets and bank borrowings from Form N-PORT. One accession number per row.

CSV · 154 rows

Cliffwater Enhanced Lending Fund (CELFX): quarterly repurchases, offer notices, NAV, distributions, flows, borrowings and top holdings, 2023-2026

Twelve completed quarterly repurchase offers (Class I NAV at pricing, amount repurchased, percentage of shares repurchased) from three annual reports; ten Form N-23C-3 offer notices with offer period and NAV; Class I financial highlights for fiscal 2023-2026 including return of capital; fiscal 2025-2026 income, distributions, sales and repurchases; monthly sales and redemptions, net assets and bank borrowings from three Form N-PORT reports; the eleven largest holdings at June 30, 2026; and the July 2026 fee table. One accession number per row.

CSV · 55 rows

CNL Healthcare Properties: offering prices, NAV history, distributions per share, tender offers and the 2026 Sonida merger

Offering and reinvestment prices 2011-2015, capital raised, every estimated NAV from 2013 to 2024, cash distributions declared per share by year 2011-2025 and their return-of-capital share, the 2019 special distribution, third-party tender offer prices 2025-2026, and the merger headline and value delivered at closing. One SEC accession per row.

CSV · 57 rows

CNL Strategic Capital: the liquidity vote, quarterly repurchases against the cap, NAV and returns

The prospectus liquidity language, the January 2026 proxy terms, every step of the special meeting and the final vote count, quarterly repurchases from 2025 to June 2026 measured against the NAV that sets the 2.5% cap, the credit line amendments, offering flows, NAV per class, distribution sources and reported returns, with an accession number for each row.

CSV · 178 rows

Nine US commercial mortgage REITs: dividend, earnings, loans, risk ratings, non-accrual, reserves, REO, book value and leverage, Q2 2026 vs Q2 2025

Dividend declared per share, each company's own earnings measure, loan portfolio, loans rated 4 or 5, non-accrual or non-performing loans, CECL allowance, real estate owned, book value per share and leverage for BXMT, STWD, KREF, CMTG, ACRE, TRTX, LADR, FBRT and ABR, from the 10-Qs for June 30, 2026 and June 30, 2025, plus three ACRE 8-K items from September and October 2026. Form and accession number on every row.

CSV · 297 rows

Commercial real estate loan calculator: 2025 HMDA rates, terms and leverage, agency and SBA terms, Treasury yields and worked examples

Median rates, terms, loan-to-value, interest-only and balloon shares of 2025 originated loans on properties of 5 or more units by loan size, lender type, purchaser, units and purpose; Freddie Mac and Fannie Mae multifamily term sheets; SBA 7(a) and 504 FOIA figures; FRED Treasury and SOFR yields; the Federal Reserve July 2026 survey; and the worked examples. One source per row.

CSV · 241 rows

Commercial real estate loan rates in 2026: 987 fixed-rate loans in 29 CMBS trusts, bridge-lender coupons, SBA rates and Treasury bases

Note rates, spreads over the matching Treasury, interest-only share and debt service coverage of 987 fixed-rate commercial mortgages from the ABS-EE asset-data files of 29 CMBS trusts (prospectuses filed January 26 to September 21, 2026), by term, property type, loan size and origination month; each trust's weighted average rate from its prospectus; Blackstone Mortgage Trust and Starwood Property Trust June 30, 2026 loan coupons; SBA 504 and 7(a) rates; FRED Treasury, SOFR and prime yields; the Federal Reserve July 2026 survey. One source per row.

CSV · 25 rows

Compound Real Estate Bonds II, audited FY2026 line items

Balance sheet, income statement and MD&A liquidity figures from the first Form 1-K of Compound Real Estate Bonds II (fiscal year ended June 30, 2026), one row per line item with statement and source.

CSV · 73 rows

Construction-to-permanent loan rules by program: Fannie Mae, Freddie Mac, FHA, VA, USDA, Regulation Z and the PMMS rate, October 2026

Rules read on October 9, 2026 from the Fannie Mae Selling Guide, Freddie Mac Seller/Servicer Guide, HUD Handbook 4000.1, VA Lender's Handbook Chapter 7 and 8, a USDA Rural Development training deck and 12 CFR 1026.17; the Freddie Mac PMMS rate of October 8, 2026; and our interest and low-appraisal arithmetic. One source per row.

CSV · 108 rows

Contract for deed and land contract law in 15 states, plus the federal Regulation Z rules, as of October 12, 2026

108 rows, one statutory provision per row: scope, cure and forfeiture notice periods, equity-protection thresholds, recording deadlines, disclosure and cancellation rights, penalties, for Texas, Minnesota, Ohio, Illinois, Michigan, Iowa, Arizona, Washington, Oregon, Oklahoma, Maryland, North Dakota, Louisiana, California and Florida, plus 12 CFR 1026.2 and 1026.36. Each row cites the section and the official URL it was read from.

CSV · 245 rows

Conventional loan on an investment property: Fannie Mae and Freddie Mac rules, LLPA matrix and 2025 HMDA record

Agency rules for investment property (loan-to-value by units and purpose, underwriting path, credit score, reserves, financed-property limit, rental income, cash-out seasoning), the Fannie Mae loan-level price adjustment grid for purchases and the investment-property line, and 2025 federal HMDA figures for conventional investment-property and owner-occupied loans: counts, rates, loan sizes, loan-to-value, loans bought by Fannie Mae or Freddie Mac, denial rates and reasons, and named lenders. One source per row.

CSV · 250 rows

Cook County property tax appeals 2021-2025: Board of Review and Assessor outcomes by property class and reassessment year, statutory deadlines, levels of assessment and the 2026 Board of Review calendar

250 rows: our aggregation of the Board of Review Appeal Decision History (dataset 7pny-nedm, 2,487,301 parcel appeals for tax years 2021 to 2025) and the Assessor - Appeals dataset (y282-6ig3) by property class, year, reassessment status, triad and representation; the operative deadlines in 35 ILCS 200/16-55, 16-160, 16-180 and 16-185; the levels of assessment in Cook County Code section 74-64; the Board of Review's 2026 township calendar; and the township-to-triad map.

CSV · 114 rows

Cost segregation rules from the IRS audit guide, the Code and IRS guidance, with a $1,000,000 rental worked example

The 13 principal elements of a quality study and six study approaches from IRS Publication 5653 (revised February 6, 2025), ten items from its residential rental property classification matrix, the ATG's warehouse step-up example, recovery periods and methods from 26 U.S.C. 168, the bonus depreciation rules after P.L. 119-21 and IRS Notice 2026-11, the pre-2025 phase-down, MACRS table rates from Publication 946, recapture and passive loss rules (26 U.S.C. 1245, 1250, 1(h), 469; 26 CFR 1.469-1T and 1.469-5T), Form 3115 automatic change rules (Rev. Proc. 2025-23, Rev. Proc. 2015-13), and our illustrative first-year arithmetic for a $1,000,000 rental. One IRS, Cornell, eCFR or Congress URL per row.

CSV · 11 rows

Cox Capital Partners: every bid for non-traded fund shares found in SEC filings, 2025-2026

Eleven rows, one per offer or share class: the fund and its CIK, the filing and accession number, the Cox entities making the bid, the price per share, the shares or dollars sought, the value the fund itself published and its date, the discount and who calculated it, the expiration where filed, the board's position and the result where filed.

CSV · 179 rows

Creative Media & Community Trust (CMCT) 2025 to 2026: preferred redemptions in stock, reverse splits, share count, FFO, Oakland default and debt maturities

179 sourced rows from the Q2 2026, Q1 2026 and Q3 2025 10-Qs, the 2025 10-K and 11 Forms 8-K: preferred shares outstanding by series, the March 16, 2026 redemption, every holder redemption 8-K from November 2025 to September 2026, four reverse splits, FFO by quarter, debt due by year and the July 2026 maturity default. Form and accession number on every row.

CSV · 260 rows

Crescent Private Credit Income Corp: eight tender offers, monthly NAV and distributions, balance sheet, fees, holders and the 40-APP/A, 2023-2026

Every Schedule TO-I and TO-I/A since November 2024 (offer size, shares outstanding, shares tendered, price, cash); NAV per share, aggregate NAV and debt to equity for each month-end from December 2023 to August 2026; regular and special distributions; the June 30, 2026 Form 10-Q and 2025 Form 10-K figures; fee and share-class terms; the largest holders; the 2023 multi-class order; the Form 40-APP amendments; and four large non-traded BDCs for comparison. One accession number per row.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Position, Cost, Value at Jun 30, 2026, vs cost…. Sources are listed in the article.

CSV · 189 rows

Crown Castle (CCI): fiber and small cell sale, use of proceeds, dividend and payout, AFFO guidance, debt maturities, carriers, DISH and Sprint churn

189 sourced rows from the FY2025 10-K, the Q2 2026 10-Q, earnings releases from March 2025 to July 2026 and the 8-Ks of March 2025 and May to September 2026 of Crown Castle Inc. Form and accession number on every row; our arithmetic rows say so.

CSV · 146 rows

Equinix, Digital Realty and American Tower: AFFO per share vs dividend, debt, maturities, development, tenants and equity raising, Q2 2026

146 sourced rows from the FY2025 10-Ks, the Q2 2026 10-Qs, the Q4 2025, Q1 2026 and Q2 2026 earnings releases and the June to October 2026 8-Ks of Equinix, Digital Realty and American Tower: AFFO per share, dividends, debt principal, maturities through 2029, capital expenditure, development pipeline, customer concentration and new equity. Form and accession number on every row.

CSV · 127 rows

Deed of real estate into a living trust: federal statute and regulation text, lender rules, property tax and transfer tax rules in 16 jurisdictions

Rows from 12 U.S.C. 1701j-3, 26 U.S.C. 121, 671, 676, 1014, 1031, 2036 and 2038 and 42 U.S.C. 1396p (U.S. Code 2024 edition, GPO); 12 CFR 191.5 and 26 CFR 1.121-1, 1.671-3 and 1.671-4 (eCFR); Fannie Mae Selling Guide B2-2-05 and Servicing Guide D1-4.1-02; one DSCR lender matrix; California, Texas and Florida property tax, creditor and transfer tax provisions; a 16-jurisdiction table of trust statutes, creditor rules and transfer-tax exclusions, with not verified where the official site could not be read; and the 2020 Census ranking of the states.

CSV · 96 rows

Deferred sales trust: the tax law it relies on, the official record and the promoter's claims, as of October 11, 2026

96 rows, each tied to a saved primary document: rules and thresholds in 26 U.S.C. 453, 453A, 1(h), 664, 1031 and 6110 (U.S. Code 2024 edition, GPO), 26 CFR 15a.453-1 and 1.451-2 (eCFR), the 2023 proposed rule on monetized installment sales (88 FR 51756) and its hearing cancellation, the IRS fourth-quarter 2026 interest rate, searches of Tax Court opinions and orders, the Federal Register, regulations.gov, SEC EDGAR full-text search and the USPTO trademark database, the dates and amounts in the Washington case Mariani v. Department of Financial Institutions, a federal summons-enforcement docket, and claims on the Estate Planning Team website.

CSV · 211 rows

The DST market from SEC filings, 2021-2026: offerings by year and sponsor, the IRS ruling, and the failures

211 rows: new DST offerings, stated offering amounts, reported sales, investors, median minimums and Rule 506(b)/506(c) counts by year (2021 to September 30, 2026) from the SEC's Form D data sets; the 15 largest DST sponsors of 2024-2026; seven example filings with accession numbers; the Inspired Healthcare Capital DSTs from their Form Ds and its Chapter 11 first-day declaration; the terms of Rev. Rul. 2004-86; realized DST exits disclosed in a 10-K; and the SEC and FINRA records on DBSI and CapWest.

CSV · 108 rows

Depreciation recapture on a rental property: the rules, the 2026 rate limits and a worked sale, from the Code and IRS documents

The Internal Revenue Code sections, IRS form instructions and publications that decide how depreciation is taxed when a rental property is sold (sections 1245, 1250, 1(h), 1016, 1014, 1031, 1231, 1411 and 121); the 27.5-year and 39-year mid-month percentages from Publication 946; the 2026 joint-return brackets and 0% and 15% capital gain limits from Rev. Proc. 2025-32; and a worked example, row by row: a rental bought in March 2016 and sold in March 2026, its yearly depreciation, the split of the gain, and the federal tax at four levels of other income.

CSV · 143 rows

Digital Realty (DLR): dividend vs Core FFO, guidance, backlog, lease expirations, customers, development, funding, Blackstone buyout and debt

143 sourced rows from the FY2025 10-K, the Q2 2026 10-Q, the Q4 2025, Q1 2026 and Q2 2026 earnings releases and supplementals, and the June to October 2026 8-Ks of Digital Realty Trust, Inc. Form and accession number on every row; our arithmetic rows say so.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Dec 31, 2025, Dec 31, 2024, Change. Sources are listed in the article.

CSV · 22 rows

The data table in this article, as CSV

The 22-row table from this article as CSV, including the June 2026 semiannual figures: DF Growth REIT II, LLC, Figure. Sources are listed in the article.

CSV · 158 rows

Donor-advised fund gifts of real estate and private shares: Code thresholds, 2026 law changes, sponsor policies and IRS Form 990 data for four national sponsors

Thresholds from 26 U.S.C. 68, 170, 4943, 4966 and 4967 and 26 CFR 1.170A-13, 1.170A-16 and 1.170A-17; the charitable provisions of Pub. L. 119-21 (sections 70111, 70424, 70425, 70426); 2026 bracket thresholds from Rev. Proc. 2025-32; written acceptance policies, minimums and fees of Fidelity Charitable, DAFgiving360, Vanguard Charitable, National Philanthropic Trust, the Bank of America Charitable Gift Fund and a community foundation; Vanguard Charitable's 2026 year-end deadlines; and Schedule D and Schedule M figures parsed from the IRS e-file XML of the four largest national sponsors for fiscal years ended June 30, 2024 and 2025, with our arithmetic.

CSV · 441 rows

Down payments on investment property purchases in federal HMDA data, 2025, with the Fannie Mae and Freddie Mac limits

Nationwide HMDA 2025 first-lien purchase loans on one-to-four-unit investment properties: combined loan-to-value percentiles and bands, shares at exactly 75%, 80% and 85%, median note rate and denial share by CLTV band, by loan route (conventional personal purpose, DSCR-type, business purpose, short-term, FHA, VA), by number of units, for the 15 largest lenders and the 12 largest states; plus the Fannie Mae and Freddie Mac maximum LTV, Fannie Mae price adjustments by LTV and two lenders' published maximums. One source per row.

CSV · 72 rows

Drop and swap and swap and drop under section 1031: statute history, regulations, IRS rulings, court decisions and Form 1065 questions

72 rows, each tied to a saved primary document: the text and amendment history of 26 U.S.C. 1031 and 721 (U.S. Code 2024 edition, GPO), 26 CFR 1.1031(a)-1, 1.1031(a)-3 and 1.761-2 (eCFR), Rev. Proc. 2002-22, Rev. Rul. 2004-86, 99-5, 99-6 and 2004-59 (Internal Revenue Bulletin), the facts, dates, amounts and outcomes of Commissioner v. Court Holding Co., Magneson, Bolker, Maloney and Chase, the New York Division of Tax Appeals determination in Matter of Hadar (June 12, 2025), Form 1065 (2025) Schedule B questions 11 and 12 with their instructions, and the IRS list of Audit Techniques Guides as of September 30, 2026.

CSV · 399 rows

California DSCR-type loans in federal HMDA data, 2024-2025

California DSCR-type loans (business-purpose, investment-property, first-lien, no-DTI, 30-year-plus) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, loan size, LTV, purpose, channel, top 10 lenders, lenders investors search for, top 10 counties, extra cuts, monthly-payment arithmetic and California statute figures. One source per row.

CSV · 387 rows

Florida DSCR-type loans in federal HMDA data, 2024-2025

Florida DSCR-type loans (business-purpose, investment-property, first-lien, no-DTI, 30-year-plus) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, loan size, LTV, purpose, channel, top 10 lenders, lenders investors search for, top 10 counties, and monthly-payment arithmetic. One source per row.

CSV · 399 rows

Georgia DSCR-type loans in federal HMDA data, 2024-2025

Georgia DSCR-type loans (business-purpose, investment-property, first-lien, no-DTI, 30-year-plus) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, loan size, LTV, purpose, channel, top 10 lenders, lenders investors search for, top 10 counties, extra cuts, monthly-payment arithmetic and Georgia statute figures. One source per row.

CSV · 100 rows

DSCR loans in an LLC: lender terms, due-on-sale rules, state LLC fees and 2025 HMDA business-purpose investor loans

Seven lenders' published entity and guarantor terms, the federal and Fannie Mae due-on-sale text, LLC formation and annual fees in eight of the ten biggest investor states, and 2025 HMDA counts and median note rates for business-purpose versus other investment-property loans by state and lender. One source per row.

CSV · 491 rows

Michigan DSCR-type loans in federal HMDA data, 2024-2025

Michigan DSCR-type loans (business-purpose, investment-property, first-lien, no-DTI, 30-year-plus) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, loan size, LTV, purpose, channel, top 10 lenders, named lenders, top 10 counties, metro areas, small-loan cuts, payment arithmetic, Michigan statute and Detroit ordinance facts, and what lender websites say. One source per row.

CSV · 402 rows

Ohio DSCR-type loans in federal HMDA data, 2024-2025

Ohio DSCR-type loans (business-purpose, investment-property, first-lien, no-DTI, 30-year-plus) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, loan size, LTV, purpose, channel, top 10 lenders, lenders investors search for, top 10 counties, extra cuts, monthly-payment arithmetic and Ohio statute figures. One source per row.

CSV · 48 rows

The data table in this article, as CSV

48 rows: Freddie Mac PMMS weekly readings, Treasury yields, the Fed target, federal HMDA 2024-2025 medians for DSCR-type and conventional investor loans, Velocity Financial and Angel Oak SEC-filed coupons and securitization spreads, plus four early-2026 presale readings marked as not re-checked. Columns: Source / Issuer, Metric, Value, Filing Date / Cite.

CSV · 9 rows

DSCR loan requirements by lender, as published (September 26, 2026)

Nine DSCR programs from seven lenders: minimum DSCR, minimum FICO, maximum LTV by purpose, minimum and maximum loan, and other stated terms, each with the lender page it was read from and the date.

CSV · 939 rows

Texas DSCR-type loans in federal HMDA data, 2024-2025, with a Texas-Florida-Ohio-California-Georgia comparison

Texas DSCR-type loans (business-purpose, investment-property, first-lien, no-DTI, 30-year-plus) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, loan size, LTV, purpose, channel, lenders, top 20 counties, Texas-versus-Florida lender counts, cash-out loans by loan-to-value, the five-state comparison and monthly-payment arithmetic. One source per row.

CSV · 16 rows

The data table in this article, as CSV

The 16-row table from this article as CSV: Dimension, DSCR Loan, Conventional Mortgage, including federal HMDA 2024-2025 median note rates and the Freddie Mac benchmark of October 1, 2026. Sources are listed in the article.

CSV · 90 rows

90 DST Form D filings of 2026, with what each one discloses it charges

90 Delaware Statutory Trusts that filed a Form D or D/A with the SEC in 2026, found by EDGAR full-text search, with a readable Item 12 figure (the SEC's Form D data sets list 178 DST real-estate issuers with a 2026 filing through September 22), one row per issuer at its most recent filing: total offering, amount sold, investors, minimum investment, Item 12 sales commissions in dollars and as a percentage of the offering, Item 16 gross proceeds to related persons, and the SEC accession number of each. Built by CrowdfundedWealth from EDGAR full-text search on September 22, 2026.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: DST, Filed, Offering (fully sold), Sales commissions…. Sources are listed in the article.

CSV · 18 rows

Non-traded REIT DST programs and Q2 2026 repurchase outcomes

Fourteen non-traded REITs with DST programs or 721 units: program size as stated, option terms, Q2 2026 repurchase outcome and the filing sentence each row rests on, plus three rows for filings after June 30, 2026 (Cantor OP units issued for DSTs, Starwood's Apollo joint venture, ExchangeRight's new DST-acquisition units).

CSV · 227 rows

Estate tax exemption 2026: federal law, IRS Statistics of Income estate tax returns filed 2015-2024, returns by size and by state, state estate and inheritance tax thresholds and rates as of October 12, 2026, and worked examples

Rows from 26 U.S.C. 2001, 2010, 2058, 2631 (U.S. Code 2024 edition), Public Law 119-21 section 70106, Rev. Proc. 2025-32, Rev. Proc. 2022-32, 26 CFR 20.2010-1, 20.2010-2, 20.2031-1, 20.2031-3 and the IRS estate tax page; IRS SOI Table 1 for estate tax returns filed in 2015 through 2024 and Table 2 (by state of residence) for 2024; state estate and inheritance tax thresholds and top rates for 17 states and DC from statutes and revenue departments; and worked examples marked as our arithmetic.

CSV · 82 rows

Estimated tax payments for REIT, BDC and K-1 income: the 2026 installment rules, IRS forms and what three vehicles' 10-Ks say

Rows from 26 U.S.C. 6654, 301, 852, 857, 1411, 199A and 6072, Form 1040-ES (2026), Publication 505 (2026), the Instructions for Form 2210 (2025), Form 4868 (2025) and the IRS fourth-quarter 2026 interest rate release, plus the tax statements in the FY2025 10-Ks of BREIT, Blackstone Private Credit Fund, KKR Infrastructure Conglomerate and Apollo Infrastructure Company, with our arithmetic rows.

CSV · 306 rows

Evergreen funds compared: latest repurchase results, requests, NAV and size for 26 private equity, infrastructure, real estate and credit funds, 2025-2026

Latest completed repurchase or tender window for 26 evergreen funds from their Schedule TO-I/A results, Form 10-Q repurchase tables, annual reports (N-CSR) and NAV filings: shares or dollars requested, amount accepted, share of requests paid, offer limits, NAV per share, net assets, six-month growth, fiscal-year flows, early repurchase fees, and the five-offer Partners Group series. One accession number per row.

CSV · 225 rows

Apollo, EQT, KKR and Blackstone evergreen infrastructure funds: size, fees, repurchases, NAV, payout, leverage, holdings and tax, 2025-2026

Net assets, Transactional NAV, share-class fees, repurchase limits and results, income and distributions, debt and cash, largest holdings and tax treatment for four SEC-registered infrastructure funds, read from their 10-Ks, June 2026 10-Qs and August 2026 NAV 8-Ks, plus our arithmetic rows. One accession number per sourced row.

CSV · 304 rows

Extra Space Storage (EXR): dividend vs core FFO and FFO, Life Storage add-backs, same-store results, third-party management, bridge loans, preferred stakes, debt and maturities, CEO change

304 sourced rows from Extra Space Storage's FY2025 10-K, Q1 and Q2 2026 10-Qs, earnings releases for Q3 2025 to Q2 2026, the January, June, July and August 2026 8-Ks and the EDGAR filing list, plus Public Storage's Q2 2026 release and 10-Q for comparison. Form and accession number on every row.

CSV · 185 rows

Family limited partnerships: the federal statutes and regulations, state limited partnership acts, the 2016-2017 section 2704 rulemaking, 2026 amounts, court decisions and IRS SOI estate tax data on partnership interests

Rows from 26 U.S.C. 743, 1014, 2033, 2036, 2038, 2503, 2512, 2701, 2703 and 2704 (U.S. Code 2024 edition, GPO); 26 CFR 20.2031-1, 20.2031-3, 25.2512-1, 25.2703-1 and 25.2704-2 (eCFR); 81 FR 51413 (August 4, 2016) and its withdrawal at 82 FR 48779 (October 20, 2017); the Uniform Limited Partnership Act (2001, last amended 2013), Delaware Code title 6 chapter 17 and Texas Business Organizations Code chapter 153; Rev. Proc. 2025-32 and Public Law 119-21; 18 United States Tax Court opinions read from ustaxcourt.gov and one Eighth Circuit opinion, with the appellate affirmances the Tax Court cites; and IRS Statistics of Income Table 1 for estate tax returns filed in 2024 and 2023 (real estate partnerships and other limited partnerships), with shares computed by CrowdfundedWealth.

CSV · 146 rows

Farmland investing in 2026: USDA land values, two listed farmland REITs, a Regulation A REIT and the AcreTrader and FarmTogether Form D record

146 rows: USDA NASS Land Values 2026 Summary (July 2026) and 2025 cash rents; Farmland Partners and Gladstone Land acres, rents, farm sales against book, debt, book value and distributions from their 10-K and 10-Q; closing prices on October 9, 2026 with one- and two-year changes; Amber Farmland Investments (formerly Iroquois Valley) Regulation A terms and semiannual figures; Form D census totals for AcreTrader (173 farms) and FarmTogether (43 offerings) by year; the Proterra AcreTrader Farmland Fund Form D; platform website terms dated October 11, 2026; and the one official disclosure read on the AcreTrader question. One SEC accession, URL or file per row.

CSV · 251 rows

How SEC-registered investment advisers are paid: Form ADV Item 5.E, 6.A, 7.A and 5.B counts, October 2026 and September 2025

Counts of SEC-registered investment advisers by compensation arrangement (Form ADV Part 1A Item 5.E: percentage of assets, hourly, subscription, fixed fees, commissions, performance-based, other, and combinations), by broker-dealer and insurance links (Items 6.A, 7.A, 5.B(2), 5.B(5)), referral compensation (Item 8.I) and financial planning (Item 5.G(1)), with regulatory assets and individual clients at firms with and without a sales link. Three segments: all firms, firms with individual clients, and firms whose regulatory assets come mostly from individuals. Built by CrowdfundedWealth from the SEC's Registered Investment Advisers files for October 2026 and September 2025, plus the NAPFA and CFP Board fee-only definitions, on October 9, 2026.

CSV · 176 rows

FHA loans on investment property: HUD Handbook 4000.1 rules, 2026 limits, a worked self-sufficiency test and FHA loans by unit count in federal HMDA data, 2025

HUD Handbook 4000.1 rule values with section and page, Mortgagee Letter 2025-23 loan limits, mortgage insurance premiums, the worked 4-unit self-sufficiency test, and 2025 originated FHA loans in loan-level HMDA by unit count, state and lender, plus the FHA loans reported as investment property. One source per row.

CSV · 250 rows

Fidelity Private Credit Fund: tender offers, NAV, distributions, income coverage, fees and leverage, 2023-2026

Thirteen completed quarterly tender offers (offer limit, shares tendered, share accepted, price, cash paid) from the Schedule TO-I/A result filings and the open August 2026 offer; three 2026 shareholder letters; monthly Form 8-K NAV per share and quarter-end debt-to-equity; the distribution history; income, distributions, adviser waivers and per-share coverage from the 10-K and 10-Q; non-accruals; borrowings; fees and share classes from the prospectus; and the Fidelity Private Credit Company LLC merger. One accession number per row.

CSV · 126 rows

Fiduciary standards and SEC-registered adviser disclosures, October 2026

Firm-level counts from the SEC's October 2026 Form ADV data file for the 17,210 SEC-registered investment advisers and the 10,635 that serve individuals: yes answers to every Form ADV Item 11 disciplinary question, broker-dealer and insurance links (Items 6.A, 7.A and 5.B), and average assets per individual client. Plus the dated legal milestones: SEC Release IA-5248, Regulation Best Interest, Form CRS, the DOL Retirement Security Rule litigation and vacatur, Form U4 disclosure thresholds and the NAIC annuity model.

CSV · 86 rows

Figure Technology Solutions and the Kiavi acquisition: terms, financing, results and disclosed risks from SEC filings

86 rows from Figure's 8-Ks of June 10, July 6, July 9, July 14, September 1 and October 7, 2026, its August 14, 2026 10-Q, its March 16, 2026 10-K, the 2025 IPO prospectus and two Kiavi press releases: deal terms, notes, results, debt, share counts and risk disclosures.

CSV · 72 rows

First Eagle Real Estate Debt Fund: NAV, expenses, portfolio, repurchases and ownership, 2025-2026

Class I NAV and net assets from inception on March 31, 2025 to August 2026; distributions and returns; expense ratios before and after the adviser's waiver and the amount it can recoup; the portfolio by type at June 30, 2026, Level 3 assets and unfunded commitments; every repurchase offer; the seed investor's 13D positions and the principal holders; and the ownership-limit and change-of-control events, with the accession number of each source.

CSV · 117 rows

Fix and flip calculator: HMDA 2025 short-term purchase-loan anchors and worked example

Federal HMDA loan-level figures for originated, conventional, business-purpose, first-lien investment-property purchase loans with a term of 24 months or less (2024 and 2025): loan counts, note-rate percentiles and bands, loan amounts, the 6/12/18/24-month term mix, rates by term and lender type, loan structure, a re-check of the 68,319-loan figure on our rates page, and the worked example of the calculator (our arithmetic). One source per row.

CSV · 199 rows

Fix and flip loans in federal and SEC records: denials, reasons, structure and delinquency (HMDA 2025, MFA and Redwood 10-Qs)

HMDA 2025 short-term (24 months or less) business-purpose first-lien investor purchase decisions: originated and denied counts, denial reasons, denial share by loan size, borrower type, term and unit count, by lender and state, loan structure; plus aging by days past due and extension shares of single-family transitional (fix and flip) loans in MFA Financial's 10-Q for June 30, 2026 and December 31, 2025, Redwood Trust's bridge loan delinquency, and the operative text of Regulation Z section 1026.3 and Regulation C. One source per row.

CSV · 241 rows

Flat Rock Core Income Fund (CORFX): repurchase offers, NAV, flows, payout, fees, holdings and leverage, 2021-2026

Twenty-three quarterly repurchase offers (amount and shares repurchased) from five annual reports and the June 2026 semiannual report; the NAV quoted in 24 Form N-23c-3 notices; quarter-end net assets from 23 Form N-PORT reports; six periods of financial highlights, yearly flows, the first-half 2026 income statement, the June 30, 2026 allocation and top ten holdings, N-PORT default flags, the credit facility and preferred shares, and the fee terms. One SEC accession number per row.

CSV · 113 rows

Florida Lady Bird (enhanced life estate) deeds and ordinary life estate deeds: statutes, rules, cases, bill searches, property tax data and federal tax rules, as of October 12, 2026

113 rows from the Florida Constitution (art. VII sections 4 and 6, art. X section 4, art. XI section 5), Florida Statutes 28.24, 193.155, 196.041, 201.02, 409.9101, 689.075, chapter 689, 711.501, 732.2035, 732.2065, 732.401, 732.4015 and 732.4017 (2026 edition, leg.state.fl.us), Florida Administrative Code 12B-4.013 and 12B-4.014, Florida Supreme Court opinions 73 So. 840 (1917) and 223 So. 2d 727 (1969), Florida Senate bill searches for 2017 and 2020-2026, CS/HJR 1-F (2026), the Florida Department of Revenue 2026 just, assessed and taxable value summary, the Office of Economic and Demographic Research homestead benefits presentation (September 22, 2025), 26 U.S.C. 1014, 1015, 2036, 2038, 2503, 2702 and 6019, 26 CFR 25.2511-2 and 42 U.S.C. 1396p, plus a worked example marked as our arithmetic.

CSV · 86 rows

Form 8949 reporting of non-traded REIT, BDC and interval fund sales: rules, filings and worked example

86 rows: BREIT's tax character of distributions for 2020 to 2025 and Class I per-share distributions and NAVs from its 10-K and 10-Q, repurchase fill rates, KKR Real Estate Select Trust and Blue Owl Credit Income tender terms and tax language, JLL Income Property Trust and RREEF cost-basis election language, the IRS form-instruction, Code and regulation rules for boxes A to F, codes B and W, covered securities and due dates, and our worked example arithmetic. One SEC accession number or official URL per row.

CSV · 366 rows

Fortress Credit Realty Income Trust: NAV, distributions, capital raised, debt and portfolio, 2024-2026

Monthly NAV per share for every class and total NAV from October 2024 to August 2026; gross and net distributions per share; monthly share sales under Item 3.02; income, distributions and operating cash flow by period; NAV by class at August 31, 2026; the NAV components; the portfolio by asset and property type; each repo and credit facility; the FCR 2026-FL1 CLO by class; repurchases and repurchase terms; the affiliate tax lien purchase; with the accession number of each source.

CSV · 106 rows

Fortress Net Lease REIT: debt ladder, extension, facility increases, leverage against NAV and swaps, 2024-2026

The October 7, 2026 extension, every loan with balance, rate and maturity, each increase of the credit facilities since August 2024 with the lender that joined, facility terms, debt against real estate and NAV at five dates, the swap ladder and the funding lines, one SEC accession per row.

CSV · 262 rows

Four Springs Capital Trust: Form D raises by series, two IPO filings, 2020 restructuring terms, 2021 balance sheet and DST Form Ds, 2012-2026

Fifteen REIT and operating-partnership Form D filings (offering amount, amount sold, investors, sales commissions), the 2017 and 2022 IPO terms and withdrawals, portfolio snapshots at March 2017 and December 2021, series issue prices and restructuring ratios, the A-1 and A-2 dividend step-ups, 2019 to 2021 financials, the latest Form D of 34 affiliated Delaware statutory trusts and the EDGAR filing status. One accession number per row.

CSV · 125 rows

Fractional real estate platforms in SEC filings, 2025-2026

Each fractional real estate platform's Regulation A footprint (issuers, filings, exit reports), the fees in its offering documents, the latest Form 1-A Part I financials of its active issuers, going-concern language in its 2025 audits and 2026 semiannual reports, redemption and secondary-market terms, and exits and losses (Fundrise eREIT merger, Landa foreclosure and NAV, Cityfunds' missing annual report). One SEC accession or URL per row.

CSV · 400 rows

Franklin BSP Realty Trust (FBRT): dividend against earnings, book value, risk ratings, CECL, REO, NewPoint, debt, preferred stock and buybacks, Q4 2023 to Q2 2026

Ten quarters of dividend, GAAP and Distributable Earnings per share and fully converted book value, eleven quarter-ends of risk ratings and CECL allowance, watch-list and REO counts, the 12 current watch-list loans, property type and region tables, NewPoint, debt and CLOs, Series E and Series H preferred, OP units, buybacks, related-party items, management changes and dates. Form and accession number on every row.

CSV · 383 rows

FS KKR Capital Corp. (FSK): NAV, net investment income, distributions, non-accruals by borrower, leverage and the 2026 KKR actions, Q4 2023-Q2 2026

Eleven quarters of NAV per share, net investment income, net gains and losses, non-accruals at fair value and cost and net debt-to-equity from the earnings releases; balance-sheet series from ten Forms 10-Q and 10-K; every dated distribution declaration; the non-accrual positions of the December 2025, March 2026 and June 2026 schedules of investments; the June 2026 debt table; the preferred stock, tender offer, buyback and fee waiver; K-FIT comparison. One accession number per row.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Platform, Min Investment, Open To, Avg Returns…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Interval Fund (flagship), Income Real Estate Fund, Difference. Sources are listed in the article.

CSV · 24 rows

The data table in this article, as CSV

The 24-row table from this article as CSV: Company, Value, % of net assets. Sources are listed in the article.

CSV · 18 rows

The data table in this article, as CSV

The 18-row table from this article as CSV: Innovation Fund II, VCX (Innovation Fund I). Sources are listed in the article.

CSV · 10 rows

The data table in this article, as CSV

The 10-row table from this article as CSV: Position, Value, % of net assets, Fair-value level…. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Fundrise Interval Fund, Fundrise eREITs, CrowdStreet REIT I. Sources are listed in the article.

CSV · 16 rows

The data table in this article, as CSV

Fourteen primary-source answers from Rise Companies Corp's August 2026 offering circular and its prior annual report.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Metric, Rise Companies Corp., Q2 2026, Q2 2025, Change. Sources are listed in the article.

CSV · 20 rows

The data table in this article, as CSV

The 20-row table from this article as CSV: Effective, Price, Change. Sources are listed in the article.

CSV · 13 rows

The data table in this article, as CSV

The 13-row table from this article as CSV: Supplemental Income, Balanced, Long-Term Growth…. Sources are listed in the article.

CSV · 19 rows

The data table in this article, as CSV

The 19-row table from this article as CSV: Date, VCX Price, Estimated NAV, Premium to NAV. Sources are listed in the article.

CSV · 69 rows

Fundrise vs Arrived vs FISYN: offering type, minimums, fees, exit terms, NAV, returns and income, from SEC filings

Every figure in this comparison with its form type, accession number and filing date: Fundrise Real Estate Interval Fund and Fundrise eREIT, Arrived Homes 5, Arrived Homes and Arrived SFR Genesis Fund, FISYN Fund II (Reg A and Rule 506(c)), and two public REIT index ETFs for comparison.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Feature, Fundrise, REIT ETFs (VNQ/SCHH). Sources are listed in the article.

CSV · 365 rows

Gladstone Capital (GLAD): NII vs distributions, preferred dividends, NAV and price, non-accruals by company, portfolio mix, adviser credits and debt, 2016-2026

365 rows from GLAD's 10-Ks for fiscal 2023, 2024 and 2025, six 10-Qs from June 2024 to June 2026, five 8-Ks and earnings releases: seven quarters of NII, preferred dividends and distributions, ten years of NII, distributions, NAV and price, non-accruals by date and by company line, portfolio mix, Series A preferred, adviser fees and credits, and the debt ladder. Form and accession number on every row.

CSV · 393 rows

Gladstone Investment (GAIN): monthly and supplemental distributions, NII, capital gains fee, NAV, exits, SFEG, non-accruals, debt and price, Dec 2023-Jun 2026

Eleven quarters of GAAP and adjusted NII, the capital gains-based incentive fee accrual, NAV and portfolio size from the earnings releases; the six supplemental distributions and three exits behind them from the 10-Ks; June 30, 2026 SFEG position, fees, non-accruals, portfolio mix, notes and credit facility from the 10-Q; the below-NAV vote and the Enerpac documents. One accession number per row.

CSV · 164 rows

Goldman Sachs BDC (GSBD): NAV, net investment income, distributions, non-accruals, leverage, fees and buybacks, Q4 2023-Q2 2026

Eleven quarters of NAV per share, net investment income per share, distributions recorded, non-accruals at fair value and cost and net debt-to-equity from the earnings releases; annual figures from the 10-K; the nineteen non-accrual positions of the June 30, 2026 schedule of investments and seven earlier ones; internal grades; fees; debt maturities; buybacks; dividend policy. One accession number per row.

CSV · 246 rows

Goldman Sachs Private Credit Corp. (GS Credit): 13 tender offers, NAV, payout vs income, fees, credit and adviser-affiliate money, 2023-2026

Every Schedule TO-I and TO-I/A since the first offer in August 2023 (shares offered, shares outstanding, shares tendered, price, value and cash paid, 2% deduction); monthly NAV per share; monthly distribution per share; net investment income, distributions, fee waivers and expense support by year and half-year; balance sheet, debt and notes; non-accruals; sectors; fees; share classes; adviser-affiliate ownership and the subscriptions it funded in 2026. One accession number per row.

CSV · 120 rows

Goldman Sachs Real Estate Diversified Income Fund: repurchase offers, NAV, distributions, net assets and holdings, 2021-2026

Shares tendered and repurchased in every quarterly offer from October 2023 to January 2026 with the fill rate; NAV per share of each class at September 9, 2026; Class A NAV, total return, net assets, distributions and return of capital by fiscal year since 2021; total net assets from June 2024 to June 2026; net assets and shares by class; the credit facility; portfolio manager changes; and each of the 40 holdings at June 30, 2026 with its fair value level, with the accession number of each source.

CSV · 163 rows

Goldman Sachs Real Estate Finance Trust: NAV, distributions, capital raised, debt and loans, 2025-2026

Monthly NAV per Class S and Class I share for 2025 and quarter-end NAV by class in 2026; every monthly distribution per Class I and Class S share since January 2025; net income, loan fee income and distributions declared by period; every monthly share sale reported under Item 3.02; quarterly repurchases; each repurchase facility and the 2026 CLO; the loan book by property type; ownership, fees and governance; with the accession number of each source.

CSV · 399 rows

Golub Capital BDC (GBDC): NII and adjusted NII vs distributions, NAV, price, non-accruals by company, PIK, fees, debt and GCRED comparison, 2021-2026

399 rows from GBDC's 2025 10-K, the December 2025, March 2026 and June 30, 2026 10-Qs, the earnings releases and presentations of November 2025 to August 2026, three 8-Ks and the June 2026 10-Q of Golub Capital Private Credit Fund: five quarters of NII and distributions, NAV and prices, the 20 non-accrual companies line by line, PIK, fees, the debt ladder and the GBDC 3 merger. Form and accession number on every row.

CSV · 169 rows

Golub Capital Private Credit Fund (GCRED): tender offers, monthly NAV, debt and flows, 2024-2026

Eleven completed tender offers (shares offered, tendered, accepted, price and cash paid) from the Schedule TO-I/A result filings and the open October 2026 offer; the May and August 2026 shareholder letters; monthly Form 8-K NAV per share, distribution, estimated aggregate NAV, investments and debt from December 2025; and net assets, shares, flows, income and asset coverage from the June 2026 Form 10-Q. One accession number per row.

CSV · 123 rows

Grantor retained annuity trusts: the text of 26 U.S.C. 2702 and Treasury Regulation 25.2702-3, the Section 7520 rate, the Tax Court rule, a $5,000,000 worked example, IRS gift tax counts and the pending proposals

Rows from 26 U.S.C. 1014, 1015, 2036, 2702, 2704 and 7520; 26 CFR 25.2702-3, 301.6501(c)-1 and 20.2031-7 (Table 2010CM); Rev. Rul. 2004-64; IRS Notice 2003-72 and T.D. 9181 on the Tax Court decision at 115 T.C. 589; Rev. Rul. 2026-19 and the IRS monthly Section 7520 rates for 2020 to 2026; Rev. Proc. 2025-32; our arithmetic for zeroed-out annuities, remainders by return and death-in-term shares; IRS Statistics of Income Form 709 counts for 2021; and the dated terms of S. 4287, S. 3988 and the Treasury fiscal year 2025 General Explanations.

CSV · 241 rows

Ground-up construction loans: lender terms, Census construction data and HMDA coverage, October 2026

Lender-published ground-up loan terms (Kiavi, Lima One, RCN, Easy Street, Center Street, LendingOne) read October 8, 2026; Census Bureau single-family starts, built-for-rent completions and contract price per square foot; the Regulation C rules that decide which construction loans reach HMDA; HMDA 2025 counts for seven states and six lenders; and our loan-cap arithmetic. One source per row.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Platform, Min Investment, Target Yield, Term…. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Platform, Bankruptcy-remote SPV?, Cash segregation, Servicing redundancy. Sources are listed in the article.

CSV · 248 rows

Hamilton Lane Private Assets Fund: tender offer results, NAV, net assets, flows and fees, 2021-2026

Nineteen completed quarterly tender offers (offer limit, NAV tendered and accepted by class, shares tendered from 2025) from the final amendments to Schedule TO-I; class capital and transaction NAV per share at 18 reference dates from the Schedule TO-I offers; the open September 2026 offer terms; FY2025-2026 flows, returns, expenses, GAAP NAV, portfolio mix and borrowings from the March 2026 annual report; and fees, minimums and the interval-fund review from the July 2026 N-2. One accession number per row.

CSV · 269 rows

Hamilton Lane Private Infrastructure Fund: tender results, interval-fund offers, NAV, net assets, flows, fees, ownership and holdings, 2024-2026

Four completed Schedule TO tender offers (offer limit, shares and NAV tendered by class, share of the offer and of net assets); the two Rule 23c-3 repurchase offers of June and September 2026; class capital and NAV per share at four quarter-ends; audited net assets, flows, expenses, waivers, returns and portfolio mix from the annual report; monthly N-PORT net assets and the June 30, 2026 holdings; fee tables from the July 2025 and July 2026 prospectuses; 5% holders; and the recent filing timeline. One accession number per row.

CSV · 299 rows

US hard money (short-term investor) lenders ranked by 2025 HMDA originations

Every lender with 100 or more short-term business-purpose investor loans in the 2025 federal HMDA loan-level data with its loans and states, plus dollars, median loan, median note rate and 2024 loans for the 25 largest; national totals, lender types and concentration; the top 3 lenders in each of the 10 largest states; lenders that grew, shrank or left; named lenders that report zero or are not HMDA filers; CFPB complaint counts; and the Regulation C coverage rules cited. One source per row.

CSV · 514 rows

California short-term (hard money, fix-and-flip, bridge) investor loans in federal HMDA data, 2024-2025, with California statutes

California short-term business-purpose investor loans (investment property, first lien, 1-4 units, no DTI, term 36 months or less) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, terms, loan size, LTV, share of loans above 10%, top lenders, named lenders, top 12 counties, cost arithmetic; the California Constitution, Civil Code, Financial Code, Business and Professions Code and Code of Civil Procedure provisions cited; CFPB complaint counts and DFPI listings for named lenders. One source per row.

CSV · 138 rows

Hard money loan calculator: sourced defaults, published lender terms, worked example and scenarios

The 2025 HMDA reference figures used as defaults (median note rate, loan amount, term, loan-to-value), the fix-and-flip terms published by Kiavi, Lima One and RCN Capital with the page and date of each, the calculator defaults, the worked example outputs for interest on the drawn balance and on the full commitment, and ten what-if scenarios. One source per row.

CSV · 579 rows

US short-term (hard money, fix-and-flip) investor loan rates in federal HMDA data, 2024-2025

National short-term business-purpose investor loans (investment property, first lien, 1-4 units, no DTI, term 36 months or less) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles and bands, non-bank versus bank rates, term, LTV, loan size, purpose and channel cuts, the 20 largest lenders with their 2024 medians, the 20 largest states, Kiavi by state, cost arithmetic, and the Regulation C coverage rules cited on the page. One source per row.

CSV · 337 rows

Arizona short-term (hard money, fix-and-flip, bridge) investor loans in federal HMDA data, 2025, with the Arizona statutes cited

Arizona short-term business-purpose investor loans (investment property, first lien, 1-4 units, no DTI, term 36 months or less) in loan-level HMDA data for 2025: counts, dollars, note-rate percentiles, terms, loan size, lenders, metro areas, counties and usury checks, plus the Arizona Revised Statutes and Constitution provisions on interest, licensing, trustee sales, deficiency, redemption and recording, and a worked foreclosure calendar. One source per row.

CSV · 415 rows

Florida short-term (hard money, fix-and-flip, bridge) investor loans in federal HMDA data, 2024-2025

Florida short-term business-purpose investor loans (investment property, first lien, 1-4 units, no DTI, term 36 months or less) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, term distribution, loan size, LTV, purpose, interest-only and balloon shares, top 10 lenders, named lenders, top 10 counties, cost arithmetic, plus the Florida usury, licensing and tax rules and the Regulation C coverage rules cited on the page. One source per row.

CSV · 282 rows

Georgia short-term (hard money, fix-and-flip, bridge) investor loans in federal HMDA data, 2024-2025, with the Georgia statutes cited

Georgia short-term business-purpose investor loans (investment property, first lien, 1-4 units, no DTI, term 36 months or less) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, terms, loan size, lenders, metro areas, counties and bank lenders, the Georgia Code provisions cited on the page, and our arithmetic for a 6-month flip. One source per row.

CSV · 142 rows

Maryland hard money and private lender loans: 2025 HMDA short-term investor loans, lenders and counties, Maryland interest, licensing, foreclosure and recordation and transfer tax provisions, foreclosure notice counts, and our flip tax arithmetic

Maryland 2025 loan-level HMDA business-purpose investor loans (universe, 30-year and short-term loans, rates, purposes, lenders, counties), the Commercial Law, Financial Institutions, Real Property and Tax-Property provisions cited, the Office of Financial Regulation's foreclosure notice counts by year, the Department of Legislative Services county recordation and transfer tax table, and our arithmetic for a flip in five jurisdictions. One source per row.

CSV · 245 rows

New Jersey hard money law (usury, licensing, foreclosure, transfer fee, recording fees) and 2025 HMDA business-purpose investor loans in New Jersey

New Jersey statute and regulator facts with section numbers and source URLs read October 11, 2026, plus our counts and percentiles from the 2025 HMDA loan-level file for New Jersey: short-term and 30-year business-purpose investor loans, note-rate distribution, borrower type, top lenders with names, counties, and our transfer-fee arithmetic. One source per row.

CSV · 249 rows

Private and hard money lenders on New York City 1-4 family houses (ACRIS 2025-2026), New York HMDA 2025 short-term loans, and New York usury and recording-tax rules

Mortgages recorded in New York City's ACRIS property records from January 1, 2025 to September 30, 2026 on 1-4 family house lots: totals, the 38 non-bank private lenders that meet our rule with their mortgage counts, dollars, boroughs, HMDA status and recorded assignments, the 8 rental-loan lenders excluded, individual lenders in aggregate, plus New York 2025 HMDA short-term investor-loan rates and lenders, Manhattan Bridge Capital's published terms, the New York usury, licensing, foreclosure and mortgage recording tax provisions cited, and our recording-tax arithmetic. One source per row.

CSV · 556 rows

Texas short-term (hard money, fix-and-flip, bridge) investor loans in federal HMDA data, 2024-2025, with the Texas statutes cited

Texas short-term business-purpose investor loans (investment property, first lien, 1-4 units, no DTI, term 36 months or less) in loan-level HMDA data for 2024 and 2025: counts, dollars, note-rate percentiles, terms, loan size, lenders, five metro areas, counties, low-rate bank lenders, usury illustrations and the foreclosure calendar, plus the Texas Constitution, Finance Code and Property Code provisions cited on the page. One source per row.

CSV · 790 rows

HELOCs on investment property vs owner-occupied homes in federal HMDA data, 2024-2025

Originated open-end lines of credit (HELOCs) in loan-level HMDA data for 2024 and 2025, investment property (occupancy 3) against principal residence (occupancy 1): counts, credit limits, note-rate percentiles and bands, combined loan-to-value distribution, lien position, business-purpose share, lender type, the 25 largest investment-property lenders, 15 large banks side by side, 15 states, same-lender rate and CLTV comparisons, and the Regulation C coverage rules cited on the page. One source per row.

CSV · 408 rows

Hercules Capital (HTGC): base and supplemental distributions, NII, prepayments, loan grades, non-accruals, warrants, debt and price, Q3 2024-Q2 2026

Eight quarters of base and supplemental distributions, NII, NAV, early loan repayments, yields, leverage, liquidity, spillover, loan grades and non-accruals from the earnings releases; June 30, 2026 loan grades, sector mix, largest holdings, warrants and equity, debt instruments and price against NAV from the 10-Q, 10-K and 424B2 filings; the July and October 2026 notes. One accession number per row.

CSV · 22 rows

Highlands REIT: the September 2026 tender and the Hudson lease, every term

Tender price, size, expiry and priority rules; the Hudson lease rent schedule and its step-down clause; NAV history, shares outstanding, cash, debt and the May annual-meeting quorum figures, each with its SEC accession number.

CSV · 117 rows

Home equity investment contracts: CFPB figures, state laws, enforcement, published terms and worked example, as of October 13, 2026

117 rows from the CFPB, state legislatures and regulators, court and Attorney General documents, company websites and SEC filings: CFPB cost figures, state law citations and dates, enforcement actions, published fees and caps, Washington's ended-contract data, Redwood Trust's SEC figures and a worked payoff example.

CSV · 195 rows

House flipping in federal data (2025): short-term investor purchase loans by state and metro, carry cost, and the tax and resale rules

HMDA 2025 first-lien, business-purpose purchase loans on one-to-four-unit investment properties with a term of 24 months or less (a proxy for flip financing): counts, dollars, property value, loan, loan-to-value, rate, term and structure, by state, metro area and lender concentration; plus the operative text of the Internal Revenue Code sections that decide whether a flipper is a dealer and the FHA and Regulation Z resale rules. One source per row.

CSV · 345 rows

House hacking in federal data: owner-occupied 2-4 unit purchase loans (HMDA 2024-2025), FHA, Fannie Mae and VA rules, 2026 loan limits and a worked example

Counts, note-rate percentiles, loan-to-value, loan size, units and states for owner-occupied home-purchase loans by loan type for 2024 and 2025, with the rule values, section numbers, 2026 loan limits and the 3-unit FHA self-sufficiency arithmetic. One source per row.

CSV · 233 rows

Advisor fee schedules from 27 Form ADV Part 2A programs, with dollars at four asset levels and a fee-drag grid

Tier lines as written in each brochure, brochure date and IAPD version number, our arithmetic of the annual fee at $250,000, $500,000, $1 million and $5 million, and the 20 and 30 year fee-drag grid behind the calculator.

CSV · 248 rows

Evergreen private equity funds open to individuals, 2026: size, minimums, eligibility, fees and exits from SEC filings

19 private equity vehicles sold to US individuals (5 non-1940-Act private offerings, 10 tender-offer funds, 3 interval funds, Apollo Aligned Alternatives' Form D feeders) plus the listed-PE ETF PSP: net assets, NAV per unit, minimum investment, investor eligibility, management and performance fees, sales loads, repurchase limits, early repurchase fees, the latest tender or redemption result and Form D sales, each with its SEC accession number, plus our totals.

CSV · 16 rows

The data table in this article, as CSV

The 16-row table from this article as CSV: Platform / Product, Min, Type, Fits $1K?. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Factor, REIT ETFs, Crowdfunding (Fundrise, Groundfloor, etc.). Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Feature, Rate-and-Term Refinance, Cash-Out Refinance. Sources are listed in the article.

CSV · 245 rows

HPS Corporate Lending Fund (HLEND): repurchases, NAV, leverage, distributions and flows, 2023-2026

Eleven quarterly tender offers with the maximum, shares tendered and accepted, share of each request paid, price and cash paid; the open Q3 2026 offer and the fund's request estimates; 22 monthly Form 8-K reports (NAV per share, aggregate NAV, investments, debt, leverage, cumulative shares issued, Class I distribution); first-half 2026 income, distributions and flows from the 10-Q; non-accruals; note pricing; and Cox Capital's July 2026 offer. One accession number per row.

CSV · 228 rows

Inland Private Capital DST Form D dataset, 2010-2026 (228 offerings)

One row per Inland Private Capital Corporation offering that filed a Form D with the SEC (215 DSTs and 13 other IPC programs), using its latest Form D or D/A: offering amount, amount sold and investors as reported, number of Form D filings, sales commissions and payments to related persons with their share of the offering, minimum investment, exemption, a property type read from the name, and a link to the filing's XML.

CSV · 155 rows

Innovative Industrial Properties (IIPR): tenants, defaults, dividend vs AFFO, debt, IQHQ and the Series B offering

155 sourced rows from the FY2025 10-K, the Q2 2026 10-Q, the July 21, September 25, October 1 and October 14, 2026 8-Ks, the August 3 earnings release, the September 1 ATM supplement, the October 2026 424B5 and pricing term sheet and the October 14 Form 8-A12B: portfolio counts, top tenants, defaulted tenants and amounts owed, security deposits applied, AFFO and dividends, debt maturities, IQHQ investments, Series B terms and closing paperwork, authorized shares. Form and accession number on every row.

CSV · 187 rows

InPoint Commercial Real Estate Income: monthly NAV, distributions, NAV components, credit and cash flow, 2024-2026

Twenty-one monthly NAV reports (aggregate NAV per share and NAV attributable to common stock, December 2024 to August 2026, with the two restated months shown both ways); NAV components at quarter-ends and in July-August 2026 (loans, real estate owned, cash, repurchase agreements, preferred stock); twenty-one monthly distribution declarations and the September 2026 cut by share class; the July and September 2026 letters to stockholders; first-half 2026 income, credit reserves, risk ratings and distribution coverage from the 10-Q; offering, holder and preferred-stock data from the 2025 10-K; tax character of 2024 and 2025 distributions; and the September 2026 annual-meeting votes. One accession number per row.

CSV · 189 rows

Installment sale of a rental: the Code and IRS rules, the 2026 limits and a year-by-year worked sale, from official sources

189 rows: 19 statutory rules and thresholds (26 U.S.C. 453, 453A, 453B, 1(h) and 1411), 7 rules from Treas. Reg. 15a.453-1 and 1.1411-4, 14 rules from IRS Form 6252, Publication 537 and the Schedule D instructions, 17 limits for 2026 (Rev. Proc. 2025-32, Rev. Rul. 2026-19 and IR-2026-98), 6 figures from the one IRS Statistics of Income table on installment sales (tax year 1985), and a worked sale (our arithmetic): 12 inputs, 24 Form 6252 and limit calculations, 72 year-by-year rows for three notes and 18 totals.

CSV · 245 rows

Invesco Commercial Real Estate Finance Trust: NAV by class, distributions, repurchases, loan book, debt, fees and holders, 2023-2026

Monthly Class I NAV per share from August 2023, NAV by class at August 31, 2026 and total NAV at 15 month-ends; distributions and net income against them; every quarterly repurchase table from 2024 to the second quarter of 2026; the loan book by property type and region; each repurchase facility, the revolver and both CLOs; fees; the Invesco and Class F holdings; and monthly share sales in 2026, with the accession number of each source.

CSV · 252 rows

Investment property loans by type in federal HMDA data, 2025, with the agency rules

Nationwide HMDA 2025 loan-level data on one-to-four-unit investment property (originations and denials): counts, dollars, note-rate quartiles, terms, combined LTV, denial shares and principal denial reasons, who bought the loans and the largest lenders, for each loan route; owner-occupied two-to-four-unit purchases by FHA, VA and conventional; and the Fannie Mae, HUD, VA and lender terms cited on the page. One source per row.

CSV · 577 rows

Investment property mortgage rates in federal HMDA data, 2024-2025

Investor versus owner-occupied loan counts, dollars and note-rate percentiles, by product, LTV band, loan size, state and the 20 largest lenders, with rate spread, closing costs and the 2024 comparison. One source per row.

CSV · 138 rows

Invitation Homes and American Homes 4 Rent from SEC filings and the FTC order, 2026: refund facts, homes, same-store NOI, debt, dividends, buybacks

138 rows: the FTC refund facts (checks, eligibility, 90 days, administrator), the complaint and the $48,000,000 order in FTC v. Invitation Homes Inc., and the Invitation Homes and American Homes 4 Rent figures from their FY2025 10-K, June 30, 2026 10-Q and proxy statements, with one SEC accession or official URL per row.

CSV · 111 rows

IPC Alternative Real Estate Income Trust (ALT REIT): NAV, ownership, debt and offering, 2023-2026

Monthly NAV per Class I share and per Class A OP unit from August 2023 to December 2025 and at August 31, 2026; the components of the August 2026 NAV and how it splits by class; public offering shares and proceeds; each mortgage loan with rate and maturity; the related-party credit line; revenue and occupancy by sector; the two largest healthcare tenants; fees and repurchase limits; with the accession number of each source.

CSV · 240 rows

Iron Mountain (IRM): dividend vs AFFO and FFO, leverage, debt maturities, records vs data center mix, cash flow and tax character

240 sourced rows from Iron Mountain's FY2025 10-K, Q2 2026 10-Q, earnings releases, presentations and supplemental reports for Q4 2025, Q1 2026 and Q2 2026, and the June 26, 2026 8-K on the 6.250% notes. Form and accession number on every row; our own arithmetic is labelled.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Portfolio Size, Annual Fund Expenses (1.78%), Pro Fee/yr, Pro as % of Portfolio…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Check, What to Verify, Green Flag, Red Flag. Sources are listed in the article.

CSV · 20 rows

DSCR lender verification: NMLS, where they lend, channel, CFPB complaints, BBB, enforcement (September 27, 2026)

Twenty DSCR lenders, brokers and comparison sites, one row each: legal entity and NMLS ID as printed by the company, where it lends, channel, CFPB complaint count with the search used, BBB rating and complaints, public enforcement found, with a source URL for every field and the date checked.

CSV · 328 rows

JPMorgan Private Markets Fund (JPMF): tender offers, adviser share sales, NAV by class, net assets, flows, fees and portfolio, 2023-2026

Eleven quarterly tender offers from February 2024 to September 2026 (eight results from Schedule TO-I/A final amendments, two from N-CSR/N-CSRS share tables, one open); the adviser's Schedule 13D/A share sales; GAAP and transaction NAV per share by class; net assets from N-CSR, N-CSRS and 12 Forms N-PORT; flows, returns, expense ratios, the July 2026 fee table, portfolio mix, unfunded commitments and the credit facility. One accession number per row.

CSV · 39 rows

JPMREIT sponsor buyout, leverage and liquidity, 2026

Every figure in this article with its SEC form and accession number: the JPM Initial Capitalization and its repurchase, H1 2026 cash flows, monthly third-party repurchases in shares with the average price paid, NAV by class at June 30 and August 31, 2026, total indebtedness, the two 2026 facility increases, the failed annual meeting and the AFFO-to-distributions comparison.

CSV · 189 rows

Which tax form 125 non-traded real estate, credit and private-markets vehicles say they send, from their SEC filings

One row per vehicle (125 non-traded REITs, BDCs, interval and tender-offer funds, Regulation A REITs, notes and partnerships, and partnership-taxed funds that file 10-Ks): the form the filing says investors receive (Form 1099-DIV, Form 1099, Form 1099-INT or Schedule K-1), the tax classification, the timing stated, the verbatim statement, the SEC form and accession number. Plus counts by vehicle type and timing (our arithmetic) and 18 rows of IRS, U.S. Code and state rules on partnership due dates, UBTI in IRAs, inherited basis and nonresident partners.

CSV · 93 rows

Kingsbarn DST and fund Form D dataset, 2014-2026 (93 offerings)

One row per Kingsbarn-sponsored issuer that filed a Form D with the SEC (86 DSTs named 'KB ...' or 'Kingsbarn ...' plus 7 funds), using its latest Form D or D/A: offering amount, amount sold and investors as reported, sales commissions, payments to related persons and the sponsor fee stated in the clarification, each as a share of the offering, whether the form says the interests may be sold by California real estate brokers claiming an exemption, broker-dealers listed, sponsor address, and a link to the filing's XML.

CSV · 208 rows

KKR & Co. Inc. (KKR): AUM, fee-related earnings, segments, K-Series, dividend, debt and corporate events, Q2 2026

Assets under management and fee-paying AUM by business line, fee-related earnings and its parts, Capital Markets fees, Insurance and Strategic Holdings earnings, adjusted net income, K-Series AUM and KKR's own risk language, the dividend and buybacks, the debt stack and the new credit facility, the Arctos purchase, the DOJ settlement and the USI sale. Form and accession number on every row.

CSV · 271 rows

KKR FS Income Trust (K-FIT) and KKR FS Income Trust Select (K-FITS): tenders, NAV, share sales, distributions and income, 2024-2026

Eighteen completed quarterly tender offers (offer limit, shares tendered and accepted, price, cash paid), with the September 2026 results; the fund letters' request estimates; monthly NAV per share, aggregate NAV, private-offering sales and declared distributions from the Form 8-Ks; first-half 2026 and 2025 income, distributions, return of capital, flows and leverage from the June 2026 10-Qs; record holders; large holders from Schedules 13D/13G; and the 2026 credit-facility amendments. One accession number per row.

CSV · 227 rows

KKR FS Income Trust Select (K-FITS): September 2026 tender terms, eight-quarter tender history, NAV, sales, distributions, fees, leverage and portfolio

The September 2026 offer terms and result, the eight earlier K-FITS tender offers (limit, shares outstanding, shares tendered, price, cash), monthly NAV and private-offering sales from December 2025, the June 2026 10-Q income, distribution, fee, financing and portfolio figures, and the main holders from Schedules 13D/A and 13G/A. One accession number per row.

CSV · 249 rows

KKR Infrastructure Conglomerate (K-INFRA): NAV, distributions, payout math, repurchases, KKR seed shares, fees, holdings and credit, 2023-2026

Monthly Class I Transactional NAV from 39 Form 8-Ks, quarter-end total NAV, distributions per share by record date, eleven quarters of repurchases and the two quarters with disclosed requests, the 2023 Class E seed repurchases, income, fees, credits and distributions from the 10-K and 10-Qs, holdings, credit lines and related-party purchases. One accession number per row.

CSV · 558 rows

KKR Private Equity Conglomerate (K-PEC) and KKR Infrastructure Conglomerate (K-INFRA): monthly NAV, raises, repurchases, distributions, credit and holdings, 2023-2026

Monthly Transactional NAV per share by class and total NAV for K-PEC (August 2023 to August 2026) and K-INFRA (September 2024 to August 2026) from the Exhibit 99.1 of 59 Form 8-Ks, monthly Item 3.02 share sales, ten quarters of K-PEC and eight of K-INFRA repurchases against the 5% cap, K-INFRA distributions, the K-PEC revolver history, fee terms and the largest holdings. One accession number per row.

CSV · 295 rows

Ladder Capital (LADR): loans by property type, non-accrual, securities, conduit, real estate, debt, ratings and dividend by quarter, Q4 2022 to Q2 2026

Mortgage loans by collateral type at seven balance-sheet dates, non-accrual loans and CECL allowance, foreclosures, the AAA CMBS book, conduit and origination volume, net lease and diversified real estate, the debt stack and maturity schedule, rating milestones, and eleven quarters of GAAP EPS, distributable earnings and dividend per share. Form and accession number on every row.

CSV · 110 rows

Land loan calculator: published lender terms, USDA FSA rates, Freddie Mac benchmark and worked examples, October 2026

Down payment, maximum loan-to-value, term, fee and rate terms published by Farm Credit institutions, credit unions and a bank (each the lender's claim, read October 9, 2026), the USDA Farm Service Agency farm ownership rates and terms effective October 1, 2026, the Freddie Mac 30-year average for October 8, 2026, the Fannie Mae and Freddie Mac vacant-land exclusions, the Regulation C land exclusion, and our worked examples for four land types. One source per row.

CSV · 241 rows

Land loans in the United States: FDIC Call Report land lines, Farm Credit System real estate loans, USDA farm real estate debt by lender, land values, rates and the rules, October 2026

FDIC Call Report totals for construction, land development and other land loans and for farmland loans (June 2007 to June 2026), stress ratios, bank-size and largest-holder splits for June 30, 2026; Farm Credit System real estate mortgage loans, yield, credit quality and loan-to-value rule from its Second Quarter 2026 Quarterly Information Statement; USDA ERS farm real estate debt by lender (2016-2026); USDA NASS 2026 land values; USDA FSA, Freddie Mac and one credit union's rates; terms published by six lenders (their claims, saved October 9, 2026); and the federal rules cited on the page. One source per row.

CSV · 13 rows

The data table in this article, as CSV

The 13-row table from this article as CSV: Property (Series), Sale date, Sale price, Liabilities + expenses…. Sources are listed in the article.

CSV · 315 rows

Landlord insurance: NAIC average premiums by state and coverage amount (2022 and 2023 data), policy-form coverage, lender insurance rules and tenant-insurance statutes

NAIC dwelling fire (DW), HO-3 and renters (HO-4) average premiums and house-years for 51 jurisdictions (2023 data) and countrywide (2022 and 2023), countrywide averages by coverage amount, the Colorado Division of Insurance dwelling fire coverage comparison, Fannie Mae property insurance rules, DSCR lender page statements, Oregon and Virginia tenant-insurance statutes, and the NAIC and Treasury premium-trend findings, each with its source.

CSV · 120 rows

TurboTenant, Innago, RentRedi and Avail: plans, per-unit prices, screening, ACH and card fees, payout times, leases and tax reports, from each company's own pages on October 15, 2026

120 sourced rows read from the companies' own pricing pages and help-center articles on October 15, 2026: subscription prices by plan and unit band, who pays screening and payment fees, payout times, listing, lease and e-signature terms, Schedule E and 1099-K statements, each with its URL.

CSV · 45 rows

Lightstone Value Plus REIT II: the credit facility, its covenants, the July 2026 modification and the filing record

Every term of REIT II's $97.8 million credit facility, the two covenant waivers, the July 17, 2026 modification and its two deadlines, the June 30, 2026 balance sheet lines that size it, and the company's filing record since December 2025 — one SEC accession per row.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Director, FOR, WITHHELD, FOR as % of shares outstanding. Sources are listed in the article.

CSV · 46 rows

Lightstone Value Plus REITs I-V: NAV per share, repurchases, distributions, debt maturities, fees and holders

The five Lightstone non-traded REITs from their FY2025 10-Ks, June 2026 10-Qs and 2024 tender filings: estimated NAVs and prior-year NAVs, 2025 repurchases, REIT II's credit facility and July 2026 modification, maturities, advisor fees, stockholders of record and REIT V's 2033 liquidity target, one SEC accession per row.

CSV · 246 rows

SEC-registered interval funds, 2026: net assets, borrowings and repurchase offers from Form N-PORT and Form N-23C-3

The 171 funds that filed a Form N-23C-3 repurchase notice from July 1, 2025 to October 2, 2026 (EDGAR form indexes), with net assets from each fund's latest Form N-PORT, borrowings for the 20 largest and every real estate fund, the offer size in the latest notice for 12 funds, category totals and the Rule 23c-3 limits. One accession number per row.

CSV · 170 rows

LLC for rental property: lender entity terms, Fannie Mae borrower rules, federal and state statutes, state LLC fees, charging-order rules, FinCEN BOI status and 2024 Census ownership shares of rental properties

Rows from the Fannie Mae Selling Guide (B2-2-01, B2-2-03) and Servicing Guide (D1-4.1-02); 12 U.S.C. 1701j-3 and 12 CFR 191.5; 26 CFR 301.7701-3; 26 U.S.C. 469, 1361, 1362 and 1402; IRS pages and instructions; Kiavi, Lima One, RCN Capital, Visio Lending and LendingOne entity terms; state statutes and fee schedules for California, Texas, Florida, New York, Delaware, Wyoming and Arizona; the BOE property tax rule; FinCEN's August 2026 BOI notice; and the Census 2024 Rental Housing Finance Survey public use file tabulated by us with a 90% margin of error.

CSV · 115 rows

Lodging Fund REIT III: every periodic filing since 2022, the balance sheet, the debt and the 2026 events

For each 10-Q and 10-K since the period ended September 30, 2022: the due date, the late-filing notice (Form 12b-25) and its date, the date the report was filed or that it is still missing, and the days past due. Plus shares, holders, the $10.57 Share NAV, stockholders' equity, the Series T cancellation, distributions, repurchases, 2024-2025 results, the debt, amounts owed to the Advisor, and the receivership, forbearance and strategic-review events, with the accession number of each source.

CSV · 478 rows

Lord Abbett Private Credit Fund and Fund S: monthly NAV and share sales, tender offers, ownership, fees, portfolio, leverage and distributions, 2024-2026

Monthly NAV per share, net assets, share sales, portfolio size, yield and distributions for both funds from 33 Forms 8-K; every Schedule TO-I and final TO-I/A since August 2025; the Schedule 13G and 13G/A filings that show how much of each fund Lord Abbett's other funds own; the June 30, 2026 balance sheet, income, financial highlights, industries, debt and expense support from the Forms 10-Q and 10-K; and the two SEC orders. One accession number per row.

CSV · 359 rows

Main Street Capital (MAIN): dividends vs NII and DNII, NAV, price premium, non-accrual loans, LMM and private loan book, debt and MSC Income Fund, 2016-2026

359 rows from MAIN's 2025 10-K, the Q1 and Q2 2026 and 2025 10-Qs, five earnings releases and five 8-Ks, plus MSC Income Fund's 10-K and Q2 2026 10-Q and release: six quarters of NII, DNII and dividends paid, ten years of NII, dividends, NAV and price, the 17 non-accrual companies line by line, the NAV bridge, portfolio, debt and asset-management figures. Form and accession number on every row.

CSV · 110 rows

Mavik / Terra Capital Partners: every Terra vehicle on EDGAR, what each investor received, the manager's fees and the sponsor's regulatory record

Form D raises of Terra Secured Income Funds 1, 4, 5 and 7 and Mavik's VS1 and VS2 funds; Terra Income Fund 6 offering, NAV, tenders, merger ratio and notes; Terra Secured Income Fund 5 NAV, IRR, distributions and in-kind share distribution; Terra Property Trust book value, distributions, net losses and fees paid to its manager 2021-2026; holders, affiliated stakes, Mavik fund commitments; Form ADV and FINRA BrokerCheck entries. Accession number or URL on every row.

CSV · 201 rows

Medical Properties Trust (MPT, formerly MPW): operators, Steward and Prospect, rent billed, dividend vs NFFO and cash flow, debt before and after the August 2026 notes, asset sales

201 sourced rows from the Q2 2026 10-Q, the August 10, 2026 8-Ks (earnings release, supplemental, notes release, indenture 8-K), the FY2025 10-K and the Q3 2025, Q4 2025 and Q1 2026 releases: top operators by assets and revenue, Steward re-tenanting rent by quarter, Prospect, credit reserves, dividends against Normalized FFO and operating cash flow, debt maturities before and after the refinancing, and asset sales. Form and accession number on every row.

CSV · 235 rows

MFA Financial: dividend, earnings, book value, delinquency, leverage and Lima One (2025-2026 SEC filings)

Quarterly GAAP, Distributable earnings and dividend per share, book value, 60+ day delinquency by loan class, portfolio and financing tables, Lima One origination and segment figures, REIT taxable income and return of capital, and the October 2026 leadership 8-K, each row tied to an SEC accession number.

CSV · 359 rows

MidCap Financial Investment (MFIC): NII vs dividend, NAV and price, AFT and AIF mergers, fees, non-accruals, leverage and debt, 2022-2026

359 rows from MFIC's 10-Qs for 2024 to 2026, the 10-Ks for 2023 and 2025, twelve earnings releases and the merger 8-Ks: twelve quarters of NII, dividend, NAV and price, eleven non-accrual readings, the merger terms, the fee formula and the incentive fee by quarter, the debt ladder and the equity covenant. Form and accession number on every row.

CSV · 248 rows

Mobile home park investing from SEC filings, 2026: REIT operating data, 107 Form D offerings, Census shipments and state park laws

248 rows: same-property occupancy, rent per site and NOI growth for manufactured housing communities from the 2025 Form 10-K and June 30, 2026 Form 10-Q of Sun Communities and Equity LifeStyle Properties; aggregates and one row per filing for the 107 original Form D filings from January 1, 2024 to September 30, 2026 by issuers whose names say mobile home, manufactured home or housing, MHP or MHC; Census Bureau manufactured home shipments and prices; and the notice and sale rules of five state manufactured home park statutes and Rule 506.

CSV · 12 rows

The data table in this article, as CSV

The 12-row table from this article as CSV: Date, Event, Source. Sources are listed in the article.

CSV · 442 rows

Monroe Capital Income Plus Corporation (MCIP): tender offers, NAV, flows, distributions, leverage and non-accruals, 2021-2026

Nineteen tender offers (limit, shares tendered and accepted, share of each request paid, price, cash paid, request as a share of the limit and of shares outstanding); quarter-end and monthly NAV per share; seventeen private-offering closings; annual and half-year flows; balance sheet and asset coverage by quarter; non-accruals; First Brands positions; income, PIK and distributions against net investment income; fee terms; governance and the September 21, 2026 Form 8-K. One accession number per row.

CSV · 284 rows

MSD Investment Corp. (BDC): NAV, capital calls, distributions, debt, portfolio and fees, 2021-2026

NAV per share and net assets for 19 quarter-ends; all 17 capital drawdowns (shares, proceeds); capital commitments and the share called; annual and quarterly distributions against net investment income; the debt stack instrument by instrument; portfolio composition, non-accruals and fees from the 10-K and 10-Qs; the July-September 2026 8-Ks and the exchange-offer prospectus; and the 13G ownership filings. One accession number per row.

CSV · 433 rows

Multifamily loan rates in 2025 HMDA data (5+ unit buildings), named lenders, and Fannie Mae, Freddie Mac and HUD 223(f) program terms

2025 originated loans on 5+ unit dwellings from the FFIEC HMDA Data Browser: coverage of the rate field, medians and percentiles of the interest rate by loan type, lender type, loan size, building size, purpose, purchaser and term, the 5-24 unit / $500,000-$4.99 million segment, the largest named lenders, life insurers and FHA lenders; Fannie Mae and Freddie Mac 2025 volumes from their 10-Ks; Fannie Mae, Freddie Mac and HUD 223(f) terms; Regulation C coverage rules; lender websites' property types. One source per row.

CSV · 8 rows

The data table in this article, as CSV

The 8-row status table from this article as CSV: Fund, Repurchase status Q2 2026, Cap, What the filing says, Source. Re-verified against each fund's Form 10-Q on September 17, 2026.

CSV · 56 rows

NAV REIT August 2026 distributions by share class, nine sponsors

Gross and net distribution per share for every class of nine NAV REITs, with the share of gross kept and what each sponsor's table deducts. One SEC accession per sponsor.

CSV · 56 rows

NAV REIT August 2026 distributions by share class, nine sponsors

Gross and net distribution per share for every class of Blackstone, Starwood, J.P. Morgan, Invesco, Apollo, Brookfield, RREEF, North Haven and Blue Owl, with the share of gross kept and what each sponsor's table deducts. 56 rows, one SEC accession per sponsor.

CSV · 217 rows

Net investment income tax and real estate: IRS Statistics of Income NIIT returns and amounts 2013-2023, Form 8960 line items for 2021-2023, the statute, regulations and IRS guidance by real estate situation, and the status of bills to change section 1411

Rows from IRS Statistics of Income Publication 1304 Table 3.3 (tax years 2013 to 2023) and Publication 4801 (Form 8960 line item estimates for tax years 2021, 2022 and 2023); 26 U.S.C. 1411, 469 and 408 (U.S. Code 2024 edition, GPO); 26 CFR 1.1411-3, 1.1411-4, 1.1411-5, 1.1411-7, 1.469-1T and 1.199A-1 (eCFR, version of October 1, 2026); the T.D. 9644 preamble (78 FR 72394); the 2025 Instructions for Form 8960; the IRS NIIT questions and answers; Rev. Rul. 2004-86; Rev. Proc. 2013-13; 157 T.C. No. 4; Public Laws 111-152, 117-169 and 119-21; and the GPO text and bill status of H.R. 5376 (117th Congress) and H.R. 609, H.R. 1700 and H.R. 3271 (119th Congress). Ratios and sums computed by CrowdfundedWealth are marked as our arithmetic.

CSV · 82 rows

NexPoint Capital: NAV, distributions, tenders and ownership, 2014-2026

Year-end NAV, net investment income, distributions and the return-of-capital portion for 2021-2025; the June 30, 2026 interim figures; every NAV the Adviser published in an 8-K from December 2025 to September 30, 2026 next to the NAV in the 10-K and 10-Q for the same dates; each quarterly tender since 2025 with its size, the shares tendered and the September 22, 2026 result; the Liberty CLO Holdco holding; the portfolio mix; with the accession number of each source.

CSV · 275 rows

NexPoint Diversified Real Estate Trust (NXDT): NAV per share, buyback prices, related-party and Level 3 investments, dividend, debt and adviser fees, 2021-2026

The company-published NAV bridge for seven quarters, NAV per share back to the fund days of December 2021, every monthly buyback price against NAV, fair value of each affiliated holding, Level 3 and related-party shares of the portfolio since 2022, FFO/AFFO against the dividend, the Cityplace maturity chain, the debt table, preferred shares and adviser fees. Form and accession number on every row; derived rows are marked as our arithmetic.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: June 30, 2025, March 31, 2026, June 30, 2026. Sources are listed in the article.

CSV · 452 rows

NexPoint Real Estate Finance (NREF): dividend vs EAD and CAD, book value, portfolio mix, IQHQ positions, affiliate loans, preferred stock, debt, credit reserve and PIK income, 2023-2026

Ten quarters of dividend, GAAP earnings, EAD and CAD per share, book value per share for thirteen dates, property-type mix for nine quarters, the June 30, 2026 portfolio by instrument and the six IQHQ-linked positions, balance sheet, related-party loans, Series A, B and C preferred terms, financing facilities and maturities, credit reserve, REO, cash flow and PIK income, proxy ownership and the filing chronology. Form and accession number on every row; derived rows are marked as our arithmetic.

CSV · 98 rows

Non-QM loans: the Regulation Z test, 2025 federal HMDA counts and public-company SEC filings, with sources

The qualified-mortgage criteria in 12 CFR 1026.43 and the 2025 and 2026 dollar thresholds, 2025 HMDA counts of conventional consumer loans with a feature that cannot be a qualified mortgage, business-purpose loans outside Regulation Z, loans sold to private securitizers, and what MFA Financial, Angel Oak Mortgage REIT, Ellington Financial, Rithm Capital and Fannie Mae report in their SEC filings. One source per row.

CSV · 709 rows

Non-traded, private and listed BDCs, 2026: net assets, NAV, leverage, distributions and latest tender results from SEC filings

One row per BDC per metric: net assets, NAV per share, total liabilities, liabilities to net assets and distributions for the 66 non-traded BDCs; the shares tendered and share of requests accepted in each fund's latest Schedule TO-I/A; net assets and NAV for the 61 private and 52 listed BDCs; and totals. One SEC accession number per row.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: REIT (former non-traded name), Asset class, Listing / exit, Discount to last stated NAV…. Sources are listed in the article.

CSV · 13 rows

Non-traded REIT annual meeting outcomes, 2026

Every 2026 Item 5.07 outcome found for the non-traded REITs in our coverage, including reconvened meetings: meeting date, filing date, registrant, CIK, whether a quorum was reached, the quorum standard where the filing states it, shares present and outstanding where disclosed, whether directors were elected, and the SEC accession number with the quoted source language.

CSV · 12 rows

Non-traded REIT annual meetings called for Q4 2026

Twelve meetings called between November 5 and December 21, 2026 by eleven non-traded REITs plus MacKenzie Realty Capital: meeting and record dates, shares entitled to vote, the quorum standard, each proposal and its vote standard, the proxy solicitor and its fee, with the SEC accession of each proxy.

CSV · 32 rows

Non-traded REIT tender offers 2026: offer prices, the REIT's own NAV, board positions and results

Every 2026 offer for non-traded REIT shares found on EDGAR, with the offer price, the value the REIT itself published, the board's position and the result where filed, plus the routine NAV-priced tenders of KREST and PGIM; one SEC accession per row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Dimension, Non-Traded NAV REIT, Publicly-Traded REIT. Sources are listed in the article.

CSV · 258 rows

North Haven Private Income Fund: tender offers, monthly NAV, distributions, debt and flows, 2022-2026

Eighteen quarterly tender offers (units offered, tendered, price, cash paid, share of each request accepted), the three 2026 investor letters, 21 monthly Form 8-K reports (unit price, regular and special distribution, estimated aggregate NAV, debt, units sold), first-half 2026 income, flows and balance sheet from the 10-Q, and the 2024-2025 repurchase tables from the 10-K. One accession number per row.

CSV · 279 rows

Oaktree Asset-Backed Income Fund (OABIX): repurchase offers and results, NAV, flows, holdings, fair value levels, fees and leverage, 2025-2026

Four Form N-23c-3 repurchase notices with offer size, dates and NAV, the three reported repurchase results, NAV and net assets from the June 2025, December 2025 and June 2026 reports, monthly share sales and redemptions from three Form N-PORT reports, the June 30 and December 31 portfolios by sector as a percentage of net assets, fair value levels, the prospectus fee table, expense limit, incentive fee terms, credit facility and our arithmetic. One accession number per row.

CSV · 572 rows

Oaktree Specialty Lending (OCSL): NII vs distributions, NAV and price, non-accruals by company, fees, debt and notes, fiscal 2021 to June 2026

572 rows from OCSL's fiscal 2025 10-K, the 10-Qs of December 2025, March 2026 and June 30, 2026, twelve earnings releases from November 2023 to August 2026 and three 8-Ks of September 2026: twelve quarters of NII and distributions, NAV and price, non-accruals line by company at four dates, the fee waivers, the OSI2 merger, the debt and the 7.000% notes due 2031. Form and accession number on every row.

CSV · 85 rows

Oaktree Strategic Credit Fund: tenders, distributions, NAV and fund flows, 2024-2026

Every quarterly tender from December 2024 to September 2026 with shares, percentage and price, the monthly Class I distribution through both cuts, month-end NAV per share from October 2024 to August 2026, quarterly share issuance and redemptions, and the per-share income that the distribution now matches, with the accession number of each source.

CSV · 239 rows

Ten US office REITs: dividends, occupancy, lease expirations, debt maturities, leverage and FFO, quarter ended June 30, 2026

Common dividend declared per share, occupancy or leased percentage, lease expirations, debt maturing by year, each company's own leverage measure and FFO for SL Green, Vornado, Hudson Pacific, Brandywine, Office Properties Income Trust, BXP, Kilroy, Cousins, Douglas Emmett and Highwoods, from the 10-Qs for June 30, 2026, three 10-Ks and eleven 8-Ks. Form and accession number on every row; our own arithmetic is labelled.

CSV · 253 rows

Oil and gas private offerings in SEC Form D data, 2023 to September 2026, with the tax rules and the SEC enforcement record

Form D and Form D/A filings in the SEC's Oil and Gas industry group from January 2023 to September 30, 2026: filings, new offerings, amendments, issuers, offering and sold amounts, investors, minimum investments, Rule 506(b) and 506(c) use, sales commissions, entity types, issuer and solicitation states, the largest issuers and the highest-commission filings; six Form D examples with their disclosures; 14 SEC and 3 FINRA enforcement items from 2023 to 2026 with docket, release or case numbers; and nine tax rules with their Code citations.

CSV · 258 rows

Omega Healthcare (OHI): dividend vs AFFO and FAD by quarter, cash-basis operators, Maplewood and Genesis, concentration, U.K., Medicaid mix, debt maturities and equity issuance

258 sourced rows from Omega's 10-K for 2025, the 10-Qs for the quarters ended March 31 and June 30, 2026, the earnings releases for Q3 2025 through Q2 2026 and the 8-Ks of October 1 and October 5, 2026. Form and accession number on every row; rows marked our arithmetic are derived.

CSV · 399 rows

Onex Direct Lending BDC Fund: 16 tender offers, NAV, distributions, credit, leverage, holders and peer offers, 2021-2026

Every Schedule TO-I and final TO-I/A since the first offer in January 2023 (offer size, shares outstanding, price, shares bought, share of requests filled, what holders said they would tender); quarterly NAV, net assets and portfolio from the Forms 8-K; first-half 2026 income, distributions, realized losses, non-accruals and leverage from the 10-Q; annual figures from the 10-Ks; holders from the Schedule 13D filings; and the August-June offers of BCRED, HLEND, Apollo Debt Solutions, Blue Owl Credit Income and Barings. One accession number per row.

CSV · 143 rows

Opendoor vs Offerpad: fees, margins, debt, share counts and the FTC order from SEC filings and FTC documents

143 rows from the FY2025 10-Ks, the Q2 2026 10-Qs, 2026 8-Ks, the FTC decision and order (docket C-4777) and Offerpad's website, each with its source, plus our arithmetic rows marked as such.

CSV · 233 rows

Opportunity zone 2.0: statute, designation dates, IRS transition rules and tract counts by state, as of October 9, 2026

Statutory percentages, years and penalties from section 70421 of Public Law 119-21; the designation calendar from IRS Revenue Procedure 2026-14 and Notice 2026-40; reporting dates from the proposed regulations and Notice 2026-55; the last day of the 180-day window for nine 2026 recognition dates; and, for each of 56 states and territories, the 2018 zones, the tracts eligible for 2027 nomination, the rural ones and the 25 percent cap, counted by script from the CDFI Fund and IRS files.

CSV · 165 rows

Opportunity zone funds in SEC Form D filings, 2018 to October 5, 2026

Totals and launches by year for 1,044 qualified opportunity fund and opportunity zone issuers identified in SEC Form D filings, the 100 largest by reported amount sold (latest Form D or D/A, investors, minimum investment, offering amount, exemption, state, accession number), sales commissions as a share of the offering for 11 broker-sold funds, and the statutory dates and percentages of 26 U.S.C. 1400Z-1 and 1400Z-2 as amended in 2025.

CSV · 325 rows

Orchid Island Capital: monthly dividend, book value, share count, earnings excluding gains, Bimini fees, repo and hedges (SEC filings, 2023-2026)

Annual dividends since 2013, every 2026 monthly declaration, twelve quarters of book value, shares outstanding, GAAP and non-GAAP earnings per share and total return, equity distribution agreements, buybacks, fees paid to Bimini Advisors, repo counterparties, leverage and hedge notionals, each row tied to an SEC accession number.

CSV · 253 rows

Oxford Square Capital (OXSQ): seven quarters of NII, distributions, NAV, ATM issuance and CLO equity, ten years of NAV, the 27 CLO equity positions, the OXSQG and OXSQH notes and fees, 2016 to 2026

253 rows from OXSQ's 2025 and 2024 10-Ks, five 10-Qs, seven earnings releases and eight other 8-Ks and notices: ten years of NAV, NII, distributions and price, seven quarters of coverage and ATM sales, each CLO equity position at fair value with cost and estimated yield, debt, fees and corporate events. Form and accession number on every row.

CSV · 247 rows

Partners Group Private Equity Fund (formerly Master Fund): tender offers, NAV, flows, fees, leverage and holdings, 2023-2026

Twelve tender-offer results from the Schedule TO-I and TO-I/A filings (offer limit, fund NAV at launch, NAV tendered, members who tendered and who tendered everything, the June 2026 pro rata acceptance) plus the open offer valued September 30, 2026; NAV per unit and net assets from annual and half-year reports and Form N-PORT; FY2025-2026 unit flows reconciled to the tender results; fees, expense ratios, record holders, the minimum repurchase threshold, borrowings, cash, strategy mix and the ten largest holdings. One accession number per row.

CSV · 445 rows

Passco DST Form D and offering-memorandum dataset, 2009-2026 (445 rows)

For each of 103 Passco DSTs: total offering amount, sales commissions and payments to related persons (with their share of the offering) from its latest Form D or D/A, plus first-sale date, amount sold, investors, minimum and exemption in the notes. Also the sponsor-reported returns of 47 completed DSTs and the 2024 distribution rates of 49 operating DSTs from the December 2025 Passco Riverside DST memorandum, the use-of-proceeds reconciliation of two memoranda, Passco Capital's 2025 audited revenue and five dated events.

CSV · 535 rows

Peachtree Group: Form D record of 91 issuers, Form ADV, BrokerCheck, court dockets and company claims, 2014-2026

For each of 91 Peachtree Group issuers: total offering, amount sold, investors, minimum investment and stated sales commission from its latest Form D or D/A, with the accession number; category summaries; the Peachtree Credit Fund IV history; the Form ADV of DF Investment Manager (Peachtree Group); FINRA BrokerCheck for Peachtree PC Investors; five court events; the company's own figures of October 9, 2026; and the 16 Homrich Berg funds that carry the Peachtree name.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Product, Class, Estimated claims, Estimated distribution…. Sources are listed in the article.

CSV · 265 rows

Pender Real Estate Credit Fund: repurchase offers, NAV, loans, leverage, fees, American Beacon proxy and SEC orders, 2023-2026

Thirteen repurchase results and fourteen offer notices with NAV by class, financial highlights, the June 30, 2026 balance sheet and operating statement, all 49 loans with fair value, coupon and maturity, the 17 loans due by June 30, 2026 traced to the next schedule, bank facility terms, fees, the American Beacon proxy terms and the SEC orders. One accession number per row.

CSV · 453 rows

PennantPark Floating Rate Capital (PFLT): monthly distributions, NII vs dividends, NAV, price, joint ventures PSSL and PSSL II, non-accruals, debt and fees, Q4 FY2023-Q3 FY2026

Twelve quarters of NII, core NII, NAV, non-accruals, yield, leverage and portfolio size from the earnings releases; all 38 monthly distribution declarations since September 2023; year-end and quarter-end prices against NAV from the 10-K and 10-Qs; the June 30, 2026 10-Q's PSSL and PSSL II balance sheets, income and marks, the four non-accrual borrowers line by line, the debt ladder, the fee formula and the filing calendar. Form and accession number on every row.

CSV · 569 rows

PennantPark Investment (PNNT): NII vs distributions, NAV, portfolio mix, PSLF income, controlled affiliates, non-accruals, debt and fees, 2019-2026

569 rows from PNNT's three 10-Ks, nine 10-Qs, twelve earnings releases, 13 monthly distribution releases, the 8-Ks on notes and the credit facility, the 40-APP and N-2, plus the sister fund PFLT's June 2026 release: quarterly NII and distributions, NAV and price, portfolio mix, PSLF income, controlled affiliates, non-accrual names, qualifying assets, debt, fees and tax. Form and accession number on every row.

CSV · 369 rows

PGIM Private Credit Fund: ten tender offers, Prudential ownership, monthly NAV, distributions, coverage, leverage, fees and portfolio, 2023-2026

Ten closed tender offers and the open October 2026 offer (shares outstanding, offer limit, shares tendered, price, cash); Pruco Life purchases, sales and holdings from the Schedule 13D/As; 39 monthly Form 8-K reports (NAV per share by class, aggregate NAV, debt); 48 Class I distribution declarations; income coverage from the 10-K and June 2026 10-Q; leverage, fees, share classes and portfolio data.

CSV · 196 rows

PIMCO Flexible Credit Income Fund (PFLEX): quarterly repurchases with shares tendered, offer notices, NAV, income, flows and leverage, 2022-2026

Twelve quarterly repurchase offers from August 2023 to May 2026 with shares tendered, shares repurchased, cash paid, percentage repurchased and proration, from three annual reports; four fiscal 2023 offers for the Institutional Class; nine Form N-23C-3 notices with offer period and PFLEX NAV; Institutional Class financial highlights for fiscal 2022-2026; fund-level income, distributions, sales, repurchases and net assets; total effective leverage; allocation; monthly distributions; and monthly sales, redemptions, borrowings and Level 3 share from three Form N-PORT reports. One accession number per row.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Position, What it is, Value, % of net assets…. Sources are listed in the article.

CSV · 185 rows

Pomona Investment Fund: tender results, open offers, NAV, flows, fees, portfolio and commitments, 2025-2026

Five final results of tender offers (amount first stated, amount tendered, payment date), the two offers filed in June and September 2026, NAV per share and shares outstanding at 17 dates, net assets and redemptions from five Form N-PORT filings, the fiscal 2026 statements, fee table, portfolio concentration, acquisition-year mix, unfunded commitments, credit line, Voya ownership and the repurchase policy. One accession number per row.

CSV · 359 rows

Who keeps investment-property loans: 2025 HMDA loans not sold within the year, by buyer, loan type, lender and state

Counts, dollars, shares and medians from the 2025 federal HMDA loan-level file for originated first-lien investment-property purchase and refinance loans (one to four units, and 5+ units separately): who bought the loans that were sold, the loans not sold in the calendar year by term and balloon, the largest lenders, banks and credit unions that kept nearly everything, lenders that sold everything, states, and the Regulation C and Z text on what purchaser code 0 means. One source per row.

CSV · 294 rows

Priority Income Fund, Inc.: tender offers, NAV, distributions, fees, leverage and CLO holdings, 2022-2026

Sixteen completed tender offers from January 2022 to July 2026 with shares tendered, shares purchased, price and cash paid from the final Schedule TO-I/A amendments; the open October 2026 offer; NAV per share at nine fiscal year-ends and five half-years; per-share income, distributions and return of capital for fiscal 2021-2026; fiscal 2025 and 2026 statements of operations; twelve monthly distributions; preferred stock, notes and revolver; fees and share classes from the last prospectus; top ten CLO holdings; the listing timeline; and quarterly net assets from nine Form N-PORT reports. One accession number per row.

CSV · 453 rows

Private credit crisis census: BDC non-accruals, PIK, dividend coverage and NAV change, June 30, 2026

453 rows from the Form 10-Q (or 10-K) of 36 BDCs, 25 listed and 11 non-traded: non-accrual at cost and fair value with the earlier comparative, PIK income and its share of investment income, net investment income and distributions per share, NAV per share a year earlier and now, and the latest quarterly repurchase of nine non-traded funds. One SEC accession number per row.

CSV · 254 rows

Private credit ETFs, 2026: holdings, Level 3 share, swaps, costs and returns from Form N-PORT and summary prospectuses

Eight ETFs sold as private credit (PRIV, PRSD, BIZD, PBDC, VPC, PCMM, HBDC, PCR): net assets, holdings count, composition by fair-value level, issuer type and asset type, top five holdings, swaps, securities on loan, three monthly returns, the PRIV and PRSD private sleeve at every quarter-end since launch, each Level 3 position, and total annual expenses from each summary prospectus. One SEC accession number per row.

CSV · 44 rows

Private credit fund redemptions, latest completed offers: shares tendered, share of each request paid, 2025-2026

Ten non-traded BDCs and two interval funds: shares tendered, offer limit, requests as a share of the fund and the share of each request paid in the offers completed from November 2025 to September 2026, with the SEC accession number of each result filing, plus the share sold by a holder who tendered everything in the last two offers.

CSV · 794 rows

Private credit funds open to US individuals, 2026: size, minimums, fees, distributions, repurchases and credit quality from SEC filings

28 funds (15 non-traded BDCs and 13 interval funds) plus three large BDCs left out of the comparison: net assets, NAV, minimum investment by share class, upfront loads, management and incentive fees, early repurchase fees, distributions and distribution rates, each repurchase or tender offer with shares offered, tendered and accepted, non-accruals, payment-in-kind income, leverage, and for the interval funds the Form N-PORT fair-value level, PIK and default flags. One SEC accession number per row.

CSV · 253 rows

Private equity secondaries funds open to US individuals, 2026: size, allocation, fees, terms and four quarters of tender results from SEC filings, plus Jefferies secondary-market pricing

Jefferies H1 2026 volume and pricing, ten registered funds that hold private equity secondaries: net assets and leverage from Form N-PORT at June 30, 2026, portfolio mix from the March 31, 2026 annual reports, fees, minimums and eligibility from the July 2026 prospectuses, tender results for four valuation dates from Schedule TO-I/A final amendments and annual reports, restated results, and a day-one cost-to-fair-value census of recent purchases. Each row carries its SEC accession number or source URL.

CSV · 335 rows

Private money lenders for US real estate investors: who lends in HMDA, state licensing and usury rules, SEC cases and fund filings (2024-2026)

Short-term business-purpose investor loans in loan-level HMDA data for 2024 and 2025 by lender type (non-bank, bank, credit union), federal agency code, lender size, concentration, who held the loan after closing, fund-named lenders and seven states; Regulation C coverage rules; federal and state licensing and usury rules for California, Arizona, Nevada, Oregon, Florida, Texas and New York with the section for each; SEC enforcement actions against private real estate lending funds; one borrower-side court case; and Form D figures for three lending funds. One source per row.

CSV · 136 rows

PPLI and PPVA: tax rules, Senate Finance carrier data, S. 4279 and a Form D census of insurance-dedicated funds and insurer separate accounts, 2025-2026

The operative thresholds of IRC 7702, 7702A, 72(v), 101(a) and 817(h) and Treas. Reg. 1.817-5; the facts of Rev. Rul. 2003-91 and 2003-92 and the amounts in Webber v. Commissioner, 144 T.C. 324 (2015); assets, face amount and policies in force for seven carriers at the end of 2022 from the Senate Finance Committee report of February 21, 2024; the key terms and status of S. 4279; and a census of SEC Form D filings from January 1, 2025 to September 30, 2026 by insurance-dedicated funds and life insurer separate accounts, with exclusions claimed, minimums, amounts sold, investor counts and sales commissions.

CSV · 183 rows

Private placement memorandum checklist and 2025 Form D census

A census of the 34,717 original Form D notices filed in 2025 from the SEC's Form D data sets (Rule 506(b) vs 506(c), offering and sold amounts, investors, sales commissions, sales compensation recipients, Item 16 payments to insiders), split into real estate, pooled funds and operating companies; EDGAR form index counts; the Form D fields of Passco Riverside DST and CS1031 Valley Ridge BFR Housing DST and the matching figures in the Riverside memorandum; the Regulation D rules a memorandum answers to; four enforcement cases; and the 15 items of our pre-wire checklist with the rule or Form D item behind each.

CSV · 243 rows

Private REITs in SEC Form D data, January 2025 to June 2026

Every REIT-type issuer that filed a Form D or D/A from January 1, 2025 to June 30, 2026 in the SEC Form D data sets, classified as token 100-shareholder placements, listed REITs, registered non-traded REITs, private REITs that file 10-Ks and Form-D-only private REITs. One row per capital-raising issuer (latest filing: total amount sold, investors, minimum, Rule 506(b) or 506(c), offering amount, sales commissions, date of first sale, accession number), group summaries, the token-placement profile, new filings by quarter and the sales-commission disclosures quoted on the page.

CSV · 216 rows

The Private Shares Fund: holdings, SpaceX position, fair-value levels, NAV, repurchase offers, flows and fees, 2023-2026

Fourteen quarterly repurchase offers (2023 to June 2026) with tendered and repurchased shares where reported; Class I NAV in six repurchase notices against the NAV at pricing; year-end NAV and total return; net assets and flows; fair-value levels at four dates; holdings by security type; the SpaceX position at December 31, 2025, March 31, 2026 and June 30, 2026; the largest lines; fees, expense caps and minimums from the May 2026 prospectus; valuation inputs; and tax items. One SEC accession number per row.

CSV · 123 rows

Probate and real estate: small-estate limits, claim periods and sale authority read from state codes, with the federal return trigger and California court filings

Rows read on October 13, 2026 from the California Probate Code and Code of Civil Procedure, the Texas Estates Code, the Florida Statutes and chapter 2026-57, the New York SCPA and EPTL, the Code of Virginia, the Revised Code of Washington, the Arizona Revised Statutes, the District of Columbia Code, and Ohio, North Carolina, Illinois and Michigan statutes; 26 U.S.C. 6018 and 1014, 42 U.S.C. 1396p, IRS Revenue Procedure 2025-32, the Judicial Council of California adjusted-amounts table and 2026 Court Statistics Report. Jurisdictions whose official site could not be read are marked not verified.

CSV · 457 rows

Prologis (PLD): dividend vs Core FFO and AFFO, rent change, occupancy, lease expirations, SEGRO offer, development, fees and debt

457 sourced rows from the FY2025 10-K, the Q1 and Q2 2026 10-Qs, the July 16, 2026 earnings release and supplemental, the June to August 2026 8-Ks, the SEGRO Rule 2.7 announcement, the August 2026 prospectus supplement and Ares Industrial REIT's Q2 2026 10-Q. Form and accession number on every row; our arithmetic rows say so.

CSV · 65 rows

Property management fees in SEC filings, 2026: fee percent, basis, leasing, renewal and repair fees by filer, with accession numbers

65 rows from Form 1-K, 1-SA, 1-A POS and 10-K filings of Arrived, Casa Shares, Concreit, Tirios, Ark7, EvolveX, REI Capital Growth, Cardone, VineBrook, NexPoint Residential, Lightstone, Pillarstone, Strategic Student and Senior Housing, Cottonwood, Medalist, Invitation Homes and American Homes 4 Rent, plus the Florida and Washington statutes on who may charge for renting property.

CSV · 152 rows

Property tax appeal rules for investment property in the 15 most populous states and DC, with DC appeal outcomes and Census property tax data, as of October 13, 2026

152 rows, one provision or figure per row: first forum, deadline, value standard, income and expense rules and power to raise an assessment for 16 jurisdictions, each with its statute and official URL; DC Real Property Tax Appeals Commission outcomes for Tax Years 2023 and 2024; 2022 Census Bureau property tax by state; and a worked example at DC Class 2 rates.

CSV · 284 rows

Prospect Capital (PSEC): nine quarters of NII, preferred dividends, distributions, NAV, PIK, non-accruals, preferred stock, debt and concentration, June 2024 to June 2026

Quarterly NII, preferred dividends, common distributions, NAV and PIK from the earnings releases; fiscal 2026 income statement, NAV bridge, non-accrual loans by name, top investments by fair value, preferred stock by class, debt maturities, fees and recent 8-Ks from the 10-K and 8-Ks. One accession number per row.

CSV · 169 rows

Public Storage (PSA): dividend vs core FFO, same-store results, NSA and PS Canada deals, debt and SmartStop comparison

169 sourced rows from Public Storage's FY2025 10-K, Q2 2026 10-Q, earnings releases for Q4 2025 to Q2 2026, the NSA merger and closing 8-Ks, the September 2026 8-Ks, and SmartStop's Q2 2026 release and 10-Q. Form and accession number on every row.

CSV · 221 rows

Pursuit Asset-Based Income Fund (GOFOX): repurchase offers, Form N-8F, NAV, FAT Brands write-down, fees and June 2026 holdings

The October 2026 offer terms, the April-May 2026 offer result, the three 2026 notices with NAV, the answers on Form N-8F, the March 2026 financial statements, the prospectus fee table, N-PORT balance sheets and monthly flows for December 2025, March 2026 and June 2026, and all 69 Part C lines at June 30, 2026 with value, maturity and rate. One accession number per row.

CSV · 154 rows

Qualified charitable distribution rules, 2024 to 2026 limits, IRS reporting codes, and the repurchase calendars of five vehicles for a December 31, 2026 QCD

Rules from 26 U.S.C. 408(d)(8), 170 and 4966, 26 CFR 1.408-8 and IRS Notice 2007-7; the QCD and split-interest limits in IRS Notices 2023-75, 2024-80 and 2025-67; Publication 590-B, Form 1040 and Form 1099-R/5498 reporting items; the 2026 and 2027 dates; repurchase terms from Golub Capital Private Credit Fund, Apollo Diversified Real Estate Fund, Thirdline Real Estate Income Fund, Callodine Specialty Income Fund and BREIT filings; an EDGAR census of 60 repurchase notices that mention QCDs; and an 11-row worked example (our arithmetic).

CSV · 82 rows

Qualified client thresholds 1985-2026, Advisers Act section 205 text, and a census of advisers reporting performance-based fees on Form ADV

The dollar tests of Rule 205-3 in each SEC order from 1985 to June 29, 2026 with release numbers, Federal Register citations and effective dates; the operative statute and rule text by paragraph; the accredited investor, qualified purchaser and knowledgeable employee tests; and counts of SEC-registered investment advisers answering yes to Form ADV Part 1A Item 5.E(6), from the SEC data files of December 2025, June 2026 and October 2026.

CSV · 179 rows

Qualified personal residence trust: Treasury Regulation 25.2702-5, 2026 Section 7520 rates, a $2,000,000 worked example, basis and exemption figures, California property tax statutes and IRS gift tax data

Rows from 26 U.S.C. 2702, 2036, 2001, 1014, 1015 and 7520, 26 CFR 25.2702-5, 25.2702-1 and 20.2036-1, Public Law 119-21 section 70106, Rev. Proc. 2025-32, Rev. Rul. 2026-19 and the IRS Section 7520 page; IRS actuarial Tables B, S and 2010CM with our arithmetic for a $2,000,000 house (ages 55 to 75, terms of 5 to 20 years, three rates); IRS Statistics of Income estate tax Table 1 for 2024 (personal residence in the gross estate), gift tax Table 1 for 2021 and the 2007, 2009 and 2010-2016 gift bulletins (gifts through QPRTs); the Form 709 instructions; and California Revenue and Taxation Code sections 60, 62 and 63.2.

CSV · 147 rows

Accredited investor, qualified client, qualified purchaser and QIB tests, and 3(c)(1) vs 3(c)(7) private funds on Form D, 2025-2026

The dollar thresholds of Rule 501(a), Investment Company Act Section 2(a)(51), Rule 205-3 (before and after the June 29, 2026 inflation order) and Rule 144A with their legal sources; new pooled-fund Form D notices by year and quarter from January 1, 2025 to September 30, 2026, classified by Section 3(c)(1), 3(c)(7), both, 3(c)(5) or none; stated minimums, Rule 506(c) use, non-accredited boxes, fund types, distinct funds with median amount sold and investors; the real estate fund subset; and four example filings with accession numbers.

CSV · 143 rows

Quitclaim deed: Garn-St Germain text, 12 CFR 191.5, gift and basis rules, Medicaid look-back, ALTA owner's policy terms, California Proposition 19 and a 16-jurisdiction table of forms, transfer taxes and signing rules

Rows read from 12 U.S.C. 1701j-3, 12 CFR 191.5 (eCFR), 26 U.S.C. 1014, 1015, 2503, 2512 and 2523, 26 CFR 25.2511-2, Rev. Proc. 2025-32, the Instructions for Form 709 (2025), 42 U.S.C. 1396p, the ALTA Owner's Policy (2021 v. 01.00), California Revenue and Taxation Code 63.2, state statutes and codes of California, Texas, Florida, New York, Pennsylvania, Illinois, Ohio, Georgia, Virginia, Washington, Arizona and the District of Columbia, and the 2020 Census ranking used to pick the 15 states; worked examples are marked as our arithmetic.

CSV · 120 rows

Real estate bonds sold to individuals: 15 issuers' rates, amounts sold, balances, defaults and going-concern flags, 2025-2026

Rows from the latest Form 1-K, 1-SA, 1-Z and 10-Q of 15 Regulation A real estate bond issuers (Compound Real Estate Bonds I and II, five Worthy companies, three GK companies, three Red Oak funds, MCI Income Fund VII and USA Opportunity Income One), plus the Regulation A purchase limit. One SEC accession per row.

CSV · 13 rows

The data table in this article, as CSV

The 13-row table from this article as CSV: Platform, Year Collapsed / Event, Retail Losses Estimated, Recovery Status. Sources are listed in the article.

CSV · 18 rows

The data table in this article, as CSV

The 18-row table from this article as CSV: Platform, Annual Management Fee, Upfront / Transaction Fees, Profit Share / Carried Interest…. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Publicly Traded REITs, Real Estate Crowdfunding. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Platform, International Investors?, Key Details. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Date, Platform, Event, Source. Sources are listed in the article.

CSV · 18 rows

The data table in this article, as CSV

The 18-row table from this article as CSV: Platform, Minimum, Product, Accredited Required?…. Sources are listed in the article.

CSV · 17 rows

The data table in this article, as CSV

The 17-row table from this article as CSV: Platform, Vehicle, Q1 2026 Annualized Yield, NAV Direction…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Year, Fundrise Return, Public REITs, Difference. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: PeerStreet, CrowdStreet / Nightingale, Yieldstreet…. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: 1099 (Fundrise, Arrived, Groundfloor), K-1 (CrowdStreet, EquityMultiple equity deals). Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Metric, Crowdfunding, Rental Property. Sources are listed in the article.

CSV · 138 rows

Real estate notes: 26 Regulation A issuers, 2025 Form D debt notices, Federal Reserve mortgage delinquency and the legal texts, October 2026

138 rows read from the latest Form 1-K and 1-SA of real estate note and bond issuers, the SEC Form D data sets for 2025, Federal Reserve delinquency series, the text of the statutes and rules cited, and the SEC and FINRA promissory note alerts. One SEC accession or document address per row.

CSV · 251 rows

Real estate offerings by entity type in SEC Form D data, January 2020 to September 2026

Original Form D filings in the SEC's Real Estate industry group (Commercial, Construction, REITS and Finance, Residential, Other Real Estate) from January 1, 2020 to September 30, 2026, by Item 1 entity type: limited liability company, limited partnership, corporation, business trust, general partnership and other (statutory trusts and LLLPs split out). Counts, median offering, amount sold, investors and minimum, Rule 506(b) and 506(c) use, sales commissions, the non-accredited box, Delaware and home-state organization, by year, by offering size band and by principal-office state, plus 21 rows citing the Delaware and Texas statutes, the Internal Revenue Code, Treasury regulations, Rule 506, the Securities Act and SEC v. Howey. 3,335 placements of about $125,000 that give REITs their 100 shareholders are counted separately.

CSV · 500 rows

Real estate private equity sponsors in SEC Form D data, January 2025 to June 2026

Population counts, a ranking of the top sponsors by amount reported sold (latest Form D per SEC file number, parallel vehicles with identical amounts counted once), amounts sold by funds first sold since January 1, 2025, and one row per Form D behind every sponsor shown on the page (accession number, amount sold, investors, first sale, offering amount, minimum, exemption), plus the 8 offerings excluded because they report in euros, pounds or Australian dollars.

CSV · 118 rows

Real estate professional status and the short-term rental exception: the rules, the Tax Court record 2019-2025 and IRS Statistics of Income data

25 rules from 26 U.S.C. 469, 26 CFR 1.469-1T, 1.469-5T and 1.469-9, Rev. Proc. 2011-34, IRS Publication 925 and the Form 8582 instructions, each with a verbatim excerpt checked against the saved text; 20 U.S. Tax Court opinions (2019-2025) by citation and docket number with outcome and the decisive issue, plus 6 count rows; Form 8582 and Schedule E (lines 22 and 43) line-item estimates for tax years 2021-2023 from IRS SOI Publication 4801, extracted by a saved script; 5 derived ratios (our arithmetic); and 4 rows on the IRS Passive Activity Loss audit guide.

CSV · 127 rows

Real estate syndications in SEC Form D data, 2018 to June 2026

New real estate LLC and LP offerings filed on Form D from 2018 to June 30, 2026, by year (count, median and total offering amounts, Rule 506(c) share, median minimum, share paying sales commissions, share open to non-accredited investors), first-half counts, and a profile of the 5,358 issuers that first filed from January 2025 to June 2026: offering size and minimum-investment bands, exemptions, commissions, payments to related persons, investors, amounts sold, industry group and state, plus five example filings with their Item 16 disclosures. DSTs, opportunity zone vehicles and EB-5 offerings are excluded.

CSV · 287 rows

Real estate syndicators in SEC Form D data, January 2020 to September 2026

Original Form D filings in the SEC's Real Estate industry groups (Commercial, Construction, REITS and Finance, Residential, Other Real Estate) from January 1, 2020 to September 30, 2026, grouped into sponsors by the related persons named in Item 3: sponsors by number of filings, concentration of filings and reported amounts sold in the top 10, 50, 100 and 500 sponsors, first-time versus returning sponsors by year, a profile of one-time, occasional and heavy filers, the first filing of 8,884 first-time sponsors (size, minimum, exemption, state of organization), and how many first-time sponsors file a second Form D within 12 and 24 months, by cohort year, offering size and exemption.

CSV · 142 rows

Real estate wholesaling laws by state: 17 statutes and rules read from official sources, October 2026

For each of the 17 states whose official text we opened (Arizona, Connecticut, Illinois, Iowa, Maryland, Missouri, Nebraska, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin): citation, enactment and effective dates, who is covered, whether a license or registration is required, the disclosures to the seller and to the assignee, cancellation rights, remedies, fees and penalties, plus one 2026 Tennessee bill and one West Virginia bill that are not law. One official source per row.

CSV · 404 rows

Realty Income (O): dividend vs AFFO by quarter, lease expirations, clients, debt maturities, loans and share count

404 sourced rows from the FY2025 10-K, the Q3 2025, Q1 2026 and Q2 2026 10-Qs, seven earnings releases (Q4 2024 to Q2 2026), the August 2026 8-Ks and Blue Owl Real Estate Net Lease Trust's Q2 2026 10-Q: AFFO and dividends per quarter, occupancy, lease term, lease expirations by year, top 20 clients, industries, Europe share, debt maturities, facilities, convertibles, loans and equity. Form and accession number on every row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Date, Event. Sources are listed in the article.

CSV · 12 rows

The data table in this article, as CSV

The 12-row table from this article as CSV: The Hamptons Apartments, Virginia Beach, Value. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Vehicle, Status, Detail, Primary source…. Sources are listed in the article.

CSV · 112 rows

Redwood Trust: DSCR loan channels, distribution, financing, dividend and debt (2025-2026 SEC filings)

Segment results, production by platform, CoreVest and Aspire DSCR figures, loan distribution by channel, warehouse and corporate debt, dividend, book value and earnings available for distribution per share, and the September 2026 convertible notes, each row tied to an SEC accession number.

CSV · 131 rows

Real estate Regulation A offerings in SEC data, 2016 to September 2026

New Regulation A offering statements (initial Form 1-A) by year since 2016, all industries and real estate; every real estate offering statement filed January 1, 2025 to September 30, 2026 with its tier, securities, maximum offering, sales commission and qualification status as of October 1, 2026; cohort totals and medians; the 21 real estate Form 1-Z exit reports filed January 2025 to September 2026; and the Regulation A limits from 17 CFR 230.251 and 230.257. One SEC accession or URL per row.

CSV · 169 rows

Regulation Crowdfunding Form C filings in SEC data, 2022 to September 2026

Initial Form C offering statements by year from the SEC Crowdfunding Offerings Data Sets (2022q1 to 2026q3): counts, issuers, median target and maximum, offerings at the $5 million cap, annual reports and terminations filed; outcomes from final Form C-U updates by Form C year; the twelve largest intermediaries by count with 2025 and 2026 figures; Form C-U coverage and the most common fee text by intermediary; a real-estate slice classified by issuer name; annual-report follow-through matched by issuer CIK; issuer financials as filed; and the Reg CF, Reg A and Rule 506 limits from the eCFR.

CSV · 111 rows

Return of capital in 2025 distributions at 38 non-traded REITs, BDCs and interval funds, from SEC filings

The 2025 (or latest fiscal year) tax character of distributions at 20 non-traded REITs, 9 non-traded BDCs and 9 real estate interval and tender-offer funds, from their Form 10-K, Form N-CSR, January 2026 Form 8-K tax announcements and prospectus supplements: return-of-capital (non-dividend) share or dollars, the other components, per-share amounts where the filing gives them, plus 21 rows of statute, filing, regulation and IRS form rules on non-dividend distributions, Form 8937 and Section 19(a) notices, and our derived counts, median and shares. One SEC accession number or official URL per row.

CSV · 250 rows

REIT ETFs, 2026: size, holdings, top lines, sector mix, towers and data centers, costs, and a non-traded REIT comparison, from Form N-PORT, summary prospectuses and Form 10-Qs

Nine REIT ETFs (VNQ, SCHH, XLRE, IYR, USRT, RWR, FREL, ICF, REM): net assets, holdings lines, top 10 weight, three largest lines, weight in each of AMT, CCI, SBAC, EQIX and DLR, our sector classification applied to each fund, total annual expenses and index from each summary prospectus, VNQ's look-through of its Vanguard Real Estate II holding, five pairwise overlaps, and BREIT's fee, sector mix and repurchase terms. One SEC accession number per row.

CSV · 310 rows

Tax on rental income: IRS Statistics of Income rental returns by income level for 2023, Schedule E line items, the statute and IRS guidance behind each rule, and the 2026 changes

Rows from IRS Statistics of Income Table 1.4 (tax years 2023 and 2022) and Publication 4801 (2023 Schedule E Part I), 26 U.S.C. 61, 162, 167, 168, 212, 263, 280A, 469, 199A, 1411 and 1016 (U.S. Code 2024 edition, GPO), 26 CFR 1.263(a)-1, 1.263(a)-3 and 1.469-1T (eCFR), Notice 2015-82, Rev. Proc. 2019-38, Rev. Proc. 2025-32, Public Law 119-21 sections 70105, 70301, 70432 and 70433, IRS Publications 527 and 925 and the 2025 Schedule E instructions, plus three state examples read from official sites; ratios and sums computed by CrowdfundedWealth are marked as our arithmetic.

CSV · 910 rows

Rental property calculator inputs: ACS 2024 rent, home value and property tax by state, NAIC 2023 insurance premiums, Census vacancy, HUD FY2027 Fair Market Rents

State-by-state and 25-metro inputs for a rental property calculator: median gross rent, median home value and median real estate taxes (Census ACS 2024), NAIC 2023 average dwelling-fire and HO-3 premiums, rental vacancy (ACS counts and Census HVS Q2 2026), HUD FY2027 Fair Market Rents for the 25 largest metros, the Fannie Mae 75% rental income factor, and our derived ratios. One source per row.

CSV · 123 rows

Rental property depreciation: the Code and IRS rules, the Publication 946 mid-month percentages for 27.5-year and 39-year property, IRS worked examples and the calculator's worked example

The recovery periods, method and convention in 26 U.S.C. 168, the land rule in Treas. Reg. 1.167(a)-2 and IRS Topic 704, the basis and land-allocation rules in Publication 527, the first-year, full-year and last-year percentages for every month of placement from Publication 946 Tables A-6 and A-7a, the IRS's own worked examples, and the calculator's default example year by year (our arithmetic), with the sale-year gain split and a second scenario with closing costs and a roof.

CSV · 151 rows

RMD rules for IRAs holding illiquid assets, the Uniform Lifetime Table, and a census of RMD terms in 408 interval-fund and tender-offer filings

23 rules from 26 U.S.C. 401(a)(9), 408(a)(6) and 4974, 26 CFR 1.408-8 and 1.401(a)(9)-2, the 2024 proposed rule and SEC Rule 23c-3; 9 Form 5498, 1099-R and 5329 reporting items for 2026; the 29 rows of IRS Publication 590-B Table III; 4 GAO-20-210 figures on hard-to-value IRA assets; a census of 408 N-23C3A and SC TO-I documents from 97 filers (October 1, 2025 to October 10, 2026) with the 35 filers that state an RMD-specific term; 27 vehicle terms from Apollo Diversified Real Estate Fund, Variant Alternative Income Fund, Jefferies Credit Partners BDC, Invesco Senior Loan Fund, Meketa Infrastructure Fund, Redwood Private Real Estate Debt Fund and BREIT filings; and an 8-row worked example (our arithmetic).

CSV · 45 rows

Reverse 1031 exchange: the Rev. Proc. 2000-37 safe harbor tests, the Rev. Proc. 2004-51 limit, related-party rules, two dated examples and the Bartell timeline

Each requirement of the exchange accommodation titleholder safe harbor with its section, the 180-day prior-ownership limit, the statutory and regulatory related-party tests, two hypothetical timelines with every deadline computed from the rules (our arithmetic), and the dated facts of Estate of Bartell as stated in the IRS Action on Decision, with the source document for every row.

CSV · 450 rows

Rexford Industrial (REXR): dividend vs Core FFO and AFFO, leasing spreads, county occupancy and rent, EQT portfolio sale, impairments, buybacks, debt maturities and governance

450 sourced rows from the FY2025 10-K, the Q1 and Q2 2026 10-Qs, the earnings releases and supplementals for Q4 2025 to Q2 2026, the 2026 8-Ks including the EQT purchase and sale agreement, and the EDGAR filing list. Form and accession number on every row; our arithmetic rows say so.

CSV · 10 rows

The data table in this article, as CSV

The 10-row table from this article as CSV: Date, AltsWire headline. Sources are listed in the article.

CSV · 210 rows

Rithm Capital: dividend, earnings available for distribution, book value, segments, debt, Elecor and related vehicles (2025-2026 SEC filings)

Six quarters of GAAP and earnings available for distribution per share, dividends declared, book value per share, the EAD reconciliation, segment revenue, pre-tax income and equity, debt maturities and borrowing capacity, the Paramount (Elecor) acquisition, tax character of dividends and the Rithm Property Trust and Perpetual Life links, each row tied to an SEC accession number.

CSV · 238 rows

Rithm Property Trust and Rithm Perpetual Life Residential Trust: structure, fees, NAV, sales, distributions, repurchase terms and balance sheets, 2025-2026

238 rows from SEC filings: the private trust's nine monthly NAV 8-Ks (December 31, 2025 to August 31, 2026) with per-class NAV and loan, financing and total NAV components, eleven monthly sales 8-Ks, nine distribution declarations, adviser fee shares, fee and repurchase terms, the June 30, 2026 10-Q and December 31, 2025 10-K; and Rithm Property Trust's June 30, 2026 10-Q, December 2025 reverse split and Paramount investment 8-Ks, July 2026 prospectus supplement and the July 21, 2026 termination 8-K. One accession number per row.

CSV · 311 rows

Rocket Companies (RKT): gain on sale by channel, servicing and MSRs, acquisitions, debt, share classes and dividend

311 sourced rows from Rocket Companies' Q2 2026 10-Q and earnings release, the 2025 10-K, the 2026 proxy statement and two 2026 8-Ks: origination and rate-lock volume and gain-on-sale margin by channel, the parts of gain on sale, servicing portfolio and MSR value and sensitivity, the Redfin and Mr. Cooper purchase prices, every senior note by maturity, secured facilities, liquidity, Class A and Class L shares, the 2025 special dividend and the HouseCanary verdict. Form and accession number on every row.

CSV · 464 rows

Rocket Mortgage and investment-property loans: 2024 and 2025 HMDA, SEC filings, CFPB complaints and the company’s own site

Rocket Mortgage versus all other lenders in the 2025 and 2024 federal HMDA loan-level files for first-lien purchase, refinance and cash-out loans on one-to-four-unit site-built investment properties (originations and denials, by purpose, units, state, denial reason, rank), the filters that reconcile our other Rocket totals, CFPB Consumer Complaint Database counts by year and month for Rocket Mortgage and Mr. Cooper, figures and legal notes from Rocket Companies’ 10-K and 10-Q, CFPB and DOJ matters, Rocket’s own investment-property page (dated) and Fannie Mae rules. One source per row.

CSV · 23 rows

Roots August 2026 affiliate purchase: all 23 price blocks

Every price block in the Form 1-U filed September 2, 2026 (accession 0001493152-26-041171): selling affiliate, the affiliate's stated relationship to the sponsor, allocated purchase price, stated Current Market Value, and the price-to-value ratio of each block to seven decimal places.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Filed, Seller entity, Relationship to sponsor, Groups…. Sources are listed in the article.

CSV · 92 rows

Roth conversion rules for IRAs holding illiquid assets, 2026 tax numbers, and the valuation record of KBS REIT III, BREIT and BCRED

17 rules from 26 U.S.C. 408 and 408A and 26 CFR 1.408A-4 and 1.408-4; 19 items from the IRS instructions for Forms 8606, 1099-R and 5498, Publications 590-A and 590-B and GAO-20-210; 14 rows of 2026 married-filing-jointly brackets, standard deductions and estimated-tax dates from Rev. Proc. 2025-32 and IRS Publication 505; 26 rows of estimated and monthly values per share from the filings of KBS REIT III, Blackstone Real Estate Income Trust and Blackstone Private Credit Fund; and a 16-row worked example (our arithmetic).

CSV · 56 rows

RREEF Property Trust redemption price against month-end NAV, 2026

Fifty-six rows: for each of seven share classes and each month from January to August 2026, the published Redemption Price, the NAV on the last business day of that month, the difference in dollars and per cent, the monthly redemption volume and percentage of NAV where disclosed, and the SEC accession number of both the redemption price supplement and the NAV supplement.

CSV · 368 rows

SBA 504 loans in the SBA FOIA loan-level file (as of June 30, 2026), 504 rules and fees, and CDC-published debenture rates

504 approvals by fiscal year FY1991-FY2026, FY2026-to-date loan sizes, terms, processing methods, industries, states, top CDCs and first-lien lenders from the SBA 7(a) & 504 FOIA file; a 7(a) rate comparison; 504 fee and structure rules from 13 CFR 120, SOP 50 10 8.1 and SBA notices; CDC-published debenture rates; and a worked $1,000,000 fee example. One source per row.

CSV · 74 rows

Tax character of 2025 distributions at 21 non-traded REITs, from their FY2025 Form 10-Ks

For each of 21 non-traded REITs, the 2025 split of distributions between ordinary income, capital gain and return of capital as stated in its Form 10-K for 2025 (and 2024 where the same table gives it), Class I NAV per share at December 31, 2025 and, where stated, 2025 distributions per share; the seven REITs whose 10-K gives no split are marked; plus the IRS rules that decide what lands in Form 1099-DIV boxes 3 and 5. One SEC accession number or IRS/Cornell URL per row.

CSV · 325 rows

Section 8 (Housing Choice Voucher) rules and numbers for landlords: HUD Fair Market Rents FY2027, payment standard and HAP contract rules, NSPIRE date, state laws, vouchers in use

325 rows: FY2027 and FY2026 two- and three-bedroom Fair Market Rents for the 20 largest metropolitan FMR areas, national FMR statistics, Small Area FMR spreads by ZIP code for 8 metros, the 24 CFR Part 982 rules on payment standards, rent reasonableness and the HAP contract, the NSPIRE compliance date, state source-of-income statutes read from official sites, and HUD's Picture of Subsidized Households (December 31, 2025) for the nation and 50 states plus DC.

CSV · 71 rows

Self-directed IRA real estate rules with their legal source, the court cases by citation and docket, and IRS/GAO data on IRAs holding unconventional assets

24 statutory rules from 26 U.S.C. 4975, 408, 512 and 514; 9 IRS figures and codes (2026 trust tax brackets from Rev. Proc. 2025-32, Form 990-T and Form 5498 rules, Publication 590-A examples); 18 rows on five Tax Court decisions and two appellate rulings with citation, docket and amounts; 8 figures from GAO-20-210 on IRAs holding hard-to-value assets (tax year 2016 Form 5498 data); 8 rows on the SEC/NASAA investor alert, the SEC proceeding against Equity Trust Company and the Department of Labor exemption procedure; and a 4-row worked UDFI example (our arithmetic).

CSV · 139 rows

Self storage investing: listed REIT, non-traded REIT and Form D syndication figures from SEC filings, October 13, 2026

Second-quarter 2026 same-store occupancy, rent per occupied square foot, revenue, net operating income and dividends for Public Storage, Extra Space, CubeSmart and SmartStop (National Storage Affiliates from its last 10-Q); the Public Storage and National Storage Affiliates closing terms; Strategic Storage Trust VI's NAV, balance sheet, redemptions and distribution sources; a census of storage-named Form D filings from 2020 to September 2026 by year, structure, minimum investment, offering size and state; Form D fees for two storage DSTs; and four rules from Florida's Self-storage Facility Act.

CSV · 181 rows

Seller financing for investors: IRS applicable federal rates January-October 2026 and the federal rules, with citations

120 applicable federal rates (short-, mid- and long-term, four compounding periods) from the ten 2026 IRS revenue rulings, January to October; the 2026 section 1274A limits from Rev. Proc. 2025-32; and 60 rules from the U.S. Code, Regulation Z and its official interpretation, Regulation H, IRS Publication 537, Form 6252, the Form 1098 and Schedule A and B instructions and the Fannie Mae Selling Guide, each with its citation and source URL.

CSV · 69 rows

Short-term rental loans: Fannie Mae's rule, nine lenders' published STR terms, state law and the IRS seven-day test

Fannie Mae Selling Guide B3-3.8-03 and B3-3.8-01 (September 2, 2026), published short-term rental terms from Lima One, Visio, Easy Street, Angel Oak, LendingOne, Griffin, Kiavi, HomeBridge Wholesale and AD Mortgage, three state or city rules and the Treasury regulation. One source per row.

CSV · 82 rows

Short-term rental tax loophole: statute, regulation, IRS guidance, Form 8582 line items for tax year 2023, and Tax Court opinions since 2020

Rows from 26 U.S.C. 168, 280A and 469 (U.S. Code 2024 edition), 26 CFR 1.469-1, 1.469-1T and 1.469-5T (eCFR, October 1, 2026), Public Law 119-21 sections 70301 and 70601, IRS Publications 925 and 527, Chief Counsel Advice 202151005, IRS Statistics of Income Publication 4801 (Form 8582 line items, tax year 2023) and five U.S. Tax Court opinions filed from 2020 to 2025, with the keyword-search count of 47 opinions.

CSV · 49 rows

Silver Star Properties REIT: the October 2026 SEC revocation order, missing reports, auditors and last disclosures

What the SEC order says (release, file number, date, finding, quoted symbol), the periodic reports Silver Star filed and did not file since 2023, the auditor changes, the SEC staff letter and closed investigation, the June 2026 Chapter 11 8-K, and the Hartman vREIT XXI stake, one filing per row.

CSV · 259 rows

Simon Property Group (SPG): dividend vs Real Estate FFO and FAD, segment occupancy and rent, leasing, lease expirations, debt maturities, Operating Partnership and acquisitions

259 sourced rows from Simon's FY2025 10-K, the Q1 and Q2 2026 10-Qs, the earnings releases and supplementals for Q3 2025 to Q2 2026 and the 2026 8-Ks. Form and accession number on every row; our arithmetic rows say so.

CSV · 147 rows

US single-family rental landlords from SEC filings, 2026: homes, markets, rents, securitizations, the ROAD to Housing Act and retail access

147 rows: homes owned, joint-venture and managed homes, occupancy, rent and turnover from the June 30, 2026 Form 10-Q of Invitation Homes, American Homes 4 Rent, VineBrook Homes and BREIT (for Tricon and Home Partners of America); 36 market rows; 23 single-family rental securitizations filed on Form ABS-15G from January 2025 to September 2026 with the number of homes on each data tape; Tricon's 2024 take-private and Form 15; the operative text of section 1001 of Public Law 119-101; and the retail routes (listed REIT shares, Arrived's Regulation A issuers, Pretium and Cerberus Form D funds). One SEC accession or official URL per row.

CSV · 341 rows

Sixth Street Specialty Lending (TSLX): dividends, NII, ROE, NAV, non-accruals, ratings, fees, portfolio mix, debt and peers, Q4 2023-Q2 2026

Eleven quarters of NII per share, adjusted NII, ROE, NAV, supplemental dividends, non-accruals, leverage and first-lien share from the earnings releases; every base dividend paid since Q4 2023; June 30, 2026 non-accrual positions, internal ratings, industry mix, largest loan lines, fee terms, debt and the Structured Credit Partners joint venture from the 10-Q; peer figures from the ARCC, OBDC and FSK releases. One accession number per row.

CSV · 105 rows

NP Skyloft, DST (SkyLoft Austin): offering, capital stack, litigation, settlements, fees and investor recoveries, 2018-2026

NP Skyloft, DST's Form D and the SkyLoft Austin capital stack from the CMBS prospectus; the dated court record from Travis County Cause Nos. D-1-GN-21-000097, D-1-GN-22-001980 and D-1-GN-24-005548 and the related California cases; the Nelson Parties plan of liquidation and the 2023 contempt findings; the Axonic settlement and every fee award; the court-appointed administrator's recovery figures; and statistics of the March 31, 2023 distribution schedule of 266 investor claims. Source and URL or accession on every row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Category, Solo 401(k) 2026, SDIRA 2026. Sources are listed in the article.

CSV · 249 rows

Starwood Credit Real Estate Income Trust: NAV by class, distributions, earnings, fees, repurchases, loans and debt, 2023-2026

Monthly NAV per Class S, I and E share for 2025 and quarter-end NAV through June 30, 2026; every monthly distribution declared since December 2023; sale prices from the Form 8-Ks; net income, origination-fee revenue, operating cash flow and distributions by period; each repurchase window; the fee terms and the management-fee waiver; CalSTRS and Starwood Capital holdings; the 18 loans at December 31, 2025, the June 30, 2026 loan book by property type and region, and each repo facility; with the accession number of each source.

CSV · 324 rows

Starwood Property Trust (STWD): dividend, distributable earnings, loan book, nonaccrual loans, CECL allowance, LTV buckets and debt, 2023 to June 30, 2026

Quarterly distributable earnings per share and dividends declared from Q1 2023 to Q2 2026, annual dividend coverage in dollars, segment earnings and assets at Q2 2026, the loan book by type, collateral and geography, commercial loans by LTV bucket with allowances, nonaccrual loans at four quarter-ends, foreclosures, the credit loss allowance since 2022, the unsecured note ladder, financing maturities, book value inputs, buybacks and related-party items. Form and accession number on every row.

CSV · 11 rows

SREIT Advisor share transactions, 2026 (fee shares received and shares repurchased)

Every 2026 Form 4 transaction by the Starwood REIT Advisors / Sternlicht reporting group plus the 10-Q disclosures on Advisor share repurchases and fee shares issued, with dates, share counts, prices, the stated reason and the SEC accession number.

CSV · 245 rows

Starwood Real Estate Income Trust (SREIT): annual returns, NAV and every month of repurchases, 2018-2026

Shares repurchased and average price for every month from July 2022 to June 2026 (Item 2 tables of each 10-Q and 10-K); requests as a share of NAV or in dollars and the share of each request satisfied for every request month from October 2022 to March 2026; repurchases accepted under the death, disability and small-account rule from April to August 2026; quarterly plan capacity; annual repurchases and Advisor repurchases outside the plan; calendar-year and inception-to-date total returns by share class; distribution rates; year-end NAV per share; aggregate NAV; and the plan amendments. One SEC accession number per row.

CSV · 231 rows

Step-up in basis for inherited real estate: the statute, IRS rulings and forms, IRS Statistics of Income estate tax returns filed in 2023 and 2024, the repeal proposal, and a worked example

Rows from 26 U.S.C. 1, 121, 691, 743, 754, 1014, 1015, 1031, 1223, 1245, 1250, 1411, 2032, 2040 and 6035 (U.S. Code 2024 edition, GPO); Rev. Rul. 2023-2 (IRB 2023-16), Rev. Rul. 2004-86 (IRB 2004-33), T.D. 9991 (IRB 2024-40), IRS Publication 551 (12/2025), the Instructions for Form 8971 (08/2025) and Rev. Proc. 2025-32; Public Law 119-21 section 70106; the Treasury FY2025 General Explanations; IRS SOI Table 1 for estate tax returns filed in 2024 (by tax status and size of gross estate: returns, gross estate, personal residence, other real estate, real estate partnerships, community and joint property, net estate tax) and filed in 2023 (all returns), with real-estate shares computed by CrowdfundedWealth; and a worked example marked as our arithmetic.

CSV · 321 rows

StepStone Private Markets (SPRIM): tender offer terms and results, NAV, flows, fees and portfolio, 2022-2026

Eighteen quarterly tender offers from the Schedule TO-I filings (offer size, net assets and shares at the prior month-end, Class I NAV per share) and the 17 results filed in Schedule TO-I/A final amendments (NAV tendered by class, payment dates); a reconciliation of the four FY2026 results to the audited repurchases; five years of Class I highlights, FY2025-2026 flows by class, the September 2025 half-year figures and the offer-document-versus-audit NAV checks; fee table, credit facility and the largest holdings. One accession number per row.

CSV · 262 rows

Stone Ridge Alternative Lending Risk Premium Fund (LENDX): repurchase offers vs shares tendered, NAV, flows, holdings and fees, 2021-2026

Twenty quarterly repurchase offers from March 2021 to December 2025 (shares offered and shares tendered), fifteen Form N-23c-3 notices with offer size and NAV, five fiscal years of financial highlights, income, realized losses, distributions, sales and redemptions, the February 28, 2026 portfolio by asset type and platform, prospectus fees, the 2026 reverse split, and eleven quarter-end Form N-PORT net asset and redemption figures. One accession number per row.

CSV · 58 rows

StratCap Digital Infrastructure REIT: the strategic review, the repurchase queue, the NAV bridge and the filing record

Every dated step of the April-to-September 2026 strategic alternatives review, the month-by-month repurchase requests against shares actually repurchased, the components of NAV at three dates including the expense-support add-back, the 2025 tower sale, the sponsor's position, and the accession number of each source.

CSV · 44 rows

SST VI and SSGT III merger: terms, negotiation, fairness ranges, balance sheets and payouts

Merger terms and dates; every exchange ratio proposed in the negotiation; the fairness adviser's value ranges; termination payments and the advisor's fee; SST VI's balance sheet at December 31, 2025 and June 30, 2026 and the pro forma combined company; NAV history; preferred stock ranking ahead of the common; distributions before and after, with the page of the proxy statement or accession number for each.

CSV · 10 rows

Streitwise / 1st stREIT Office: redemption queue, NAV and distributions, 2024-2026

Redemption requests submitted, honored and still pending at each reported date, quarterly NAV per share, and quarterly distributions per share for 1st stREIT Office Inc. (SEC CIK 1700461), each row with the SEC form and accession number it was read from.

CSV · 264 rows

Structured notes in 95 final 424B2 pricing supplements, January to September 2026

For each of 95 final pricing supplements filed on EDGAR from January 12 to September 29, 2026 by JPMorgan Chase Financial, Barclays Bank, Citigroup Global Markets Holdings, Morgan Stanley Finance, GS Finance, BofA Finance, Wells Fargo Finance and UBS AG: the issuer's estimated value and the selling commission or fee, both normalized to $1,000 of price, with the accession number. Plus the terms of twelve notes as stated, and summaries by issuer, note type and term, tax characterization and risk language.

CSV · 246 rows

Tax lien and tax deed rules in 50 states and DC, from the statutes (read October 7, 2026)

For each state and DC: sale type and bidding method, maximum interest or penalty, redemption period, and the surplus or post-Tyler rule, each with the statute citation and the URL of the text we saved; facts of Tyler v. Hennepin County, 598 U.S. 631 (2023); the IRS 120-day redemption right; and the tax lien book of Fortress Credit Realty Income Trust from its SEC filings (liens by state, repayments, realized losses, valuation yields). One source per row.

CSV · 203 rows

Tenants in common vs joint tenancy: state statutes, Internal Revenue Code, IRS publications, Rev. Proc. 2002-22 and IRS estate tax data, as of October 13, 2026

203 rows: statute rows for California, Texas, Florida, New York, Virginia, Washington, Arizona and the District of Columbia read from the legislatures own sites on October 13, 2026 (eight further states marked not verified); 26 U.S.C. 1014, 1015, 1031, 2033, 2040, 6321 and 761; 26 CFR 20.2040-1, 25.2511-1 and 301.7701-1; IRS Publications 551 and 559 and the Form 706 instructions; Rev. Proc. 2002-22 sections 1 and 6; Rev. Rul. 2004-86; the Supreme Court decision at 535 U.S. 274; 11 U.S.C. 363 and 522; 12 U.S.C. 1701j-3 and 12 CFR 191.5; IRS Statistics of Income estate tax Table 1 for returns filed in 2024 and 2023 (joint and community property); Census Bureau state populations; and a worked example marked as our arithmetic.

CSV · 243 rows

Tender offers on SEC EDGAR, 2024 to October 9, 2026: SC TO-I census by filer type, proration results of 12 funds, open fund tenders and the rules' text

243 rows: our count of SC TO-I, SC TO-I/A, SC TO-T, SC TO-C and SC 14D9 filings per quarter and year from the EDGAR quarterly form indexes (2024 Q1 to 2026 Q4 to date), SC TO-I split by filer type (registered closed-end funds, BDCs, REITs, operating companies), interval fund Form N-23C3A notices for comparison; the latest final tender results of 12 non-traded funds (shares tendered and accepted, share of requests paid, dollars, payment form); 15 fund tenders filed September 10 to October 9, 2026 with size and expiration; every SC TO-I filed in that window; and the operative words of Rule 13e-4, Rule 14e-1, Rule 14d-9, Rule 23c-3 and Investment Company Act section 23(c). One SEC accession or URL per row.

CSV · 76 rows

Terra Property Trust: balance sheet, results, dividends, debt and the 2026 note exchanges

Balance sheet at June 30, 2026 and December 31, 2025; first-half 2026 and 2025 results line by line; distributions per share 2024-2026; book value per share; every debt facility with rate and maturity; the March and June 2026 exchange offers; the loan book, the $70.0 million write-off and the ownership of the Class B shares, with the accession number of each source.

CSV · 251 rows

Thirdline Real Estate Income Fund (TREIX): repurchase offers, notices, NAV, fees, leverage and holdings, 2021-2026

Seventeen repurchase results from five annual reports, twenty Form N-23C-3 notices with NAV and deadline arithmetic, the October 9, 2026 offer terms, period-end net assets and shares, fiscal 2026 financials, Form N-PORT holdings concentration, the redemption terms of its private holdings, the adviser proxy and the Rule 23c-3 text. One accession number per row.

CSV · 245 rows

Tokenized real estate on EDGAR: exemptions, amounts, token wording, SEC statements and last filings, as of October 10, 2026

245 rows: the Regulation A, Regulation Crowdfunding, Rule 506 and Rule 12g-1 limits with their citations; 17 RealToken and 8 HoneyBricks Form D filings; Regulation Crowdfunding and Regulation A issuers with amounts raised; the words each offering document uses for what a token is; the SEC statements of 2025-26; and the last filing date of each of the 44 filers.

CSV · 281 rows

TPG Inc. (TPG): fee-related earnings, dividend, AUM by platform, Angelo Gordon terms, perpetual funds, TCAP and debt, Q2 2025 to Q2 2026

Five quarters of fee-related revenues, fee-related earnings and distributable earnings, the dividend and its policy, AUM and fee-earning AUM by platform with twelve-month roll-forwards, credit and real estate products, the nine select perpetual funds, net returns of selected funds, the Angelo Gordon purchase terms and earnout, debt, 8-K management changes and TPG Twin Brook Capital Income Fund (TCAP) balance sheet and tender offers. Form and accession number on every row.

CSV · 246 rows

TPG Private Equity Opportunities (T-POP): monthly NAV, unit sales, redemptions, fees, holdings and credit lines, 2025-2026

Fifteen monthly Transactional NAVs by class and total (June 2025 to August 2026), sixteen monthly unit sales with the Fund Complex totals, redemption windows, GAAP-to-Transactional NAV reconciliation, fee terms and fee amounts, the Aggregator's stake at cost and fair value, holdings and sector totals, unfunded commitments and the two credit lines. One accession number per row.

CSV · 222 rows

Transfer on death deed law in all 50 states and the District of Columbia, as of October 12, 2026

222 rows: for each of the 32 jurisdictions with a verified transfer on death deed statute, the citation, effective date, recording rule, steps after death, creditor rule and Medicaid estate recovery rule; one row for each of the 8 jurisdictions verified as having none and each of the 11 we could not verify; 8 rows of federal law (26 U.S.C. 1014 and 2033, 26 CFR 25.2511-2, 12 U.S.C. 1701j-3, 42 U.S.C. 1396p) and 3 summary counts. Each row cites the official URL it was read from.

CSV · 79 rows

California revocable transfer on death deed: Probate Code 5600-5698, the bills that wrote and extended it, property tax at death under R&TC 63.2 and the BOE's value-cap amounts, Medi-Cal recovery, federal tax rules, the small-estate thresholds and our worked examples

Rows from California Probate Code sections 215, 890, 5600-5698, 10810, 13100, 13150, 13151 and 13200, Revenue and Taxation Code sections 63.2, 480 and 11930 and Welfare and Institutions Code section 14009.5 as published on leginfo.legislature.ca.gov; the chaptered texts of AB 139 (2015), SB 315 (2021), AB 288 (2023) and AB 2016 (2024); the State Board of Equalization's Proposition 19 page and Letters To Assessors No. 2025/009 and 2026/026; the Judicial Council's Probate Code section 890 list; 26 U.S.C. 1014 (GovInfo) and 26 CFR 25.2511-2 (eCFR); and worked examples computed by CrowdfundedWealth (marked as our arithmetic).

CSV · 107 rows

Texas transfer on death deed: Estates Code Chapter 114, its amendments, recording fees, Medicaid estate recovery rules, property tax exemptions and the probate alternatives

Rows read from the Texas Estates Code Chapters 22, 114, 203, 205, 256 and 257 and Chapter 114's amendment history (S.B. 462 of 2015, S.B. 2150 of 2017, S.B. 874 and H.B. 2782 of 2019, H.B. 4611 of 2023), Texas Government Code Chapters 22 and 546, Local Government Code 118.011, Property Code Chapters 11, 13 and 41, Tax Code Chapter 11, Texas Constitution Article XVI, Family Code Chapter 3, 12 U.S.C. 1701j-3, 42 U.S.C. 1396p, 26 U.S.C. 1014 and 1 Texas Administrative Code Chapter 373 as proposed March 20, 2026 and adopted August 7, 2026.

CSV · 563 rows

Trinity Capital (TRIN): NII against the dividend, ATM issuance, NAV bridge, early-repayment income, loan book, ratings, non-accruals, debt and price against NAV, Q3 2024-Q2 2026

Eight quarters of NII, distributions, NAV, shares, ATM sales, period-end prices, yields, leverage, first-lien share, risk ratings and non-accruals from the earnings releases and 10-Qs; annual per-share history 2021-2025 from the 10-K; the June 30, 2026 industry mix, debt table, income composition and managed-funds figures from the 10-Q and the investor presentation; the July 2026 listing move and the October 2026 notes. One accession number per row.

CSV · 114 rows

Triple net leases from SEC exhibits: clause-by-clause terms of 9 lease deals and FY2025 net-lease REIT 10-K figures

114 rows: the operative terms of 11 lease exhibits from 9 deals filed with the SEC (parties, term, renewals, rent and rent schedule, escalators, who pays taxes and insurance, who repairs roof and structure, transfer clauses, landlord carve-outs), the sale prices and later events reported in the companion 8-Ks, derived yields and rent sums (our arithmetic, from a saved script), and 24 figures from the fiscal 2025 Forms 10-K of NNN REIT, Realty Income, Getty Realty, NETSTREIT, Alpine Income Property Trust, Postal Realty, Broadstone Net Lease and Essential Properties.

CSV · 92 rows

USQ Core Real Estate Fund: NAV, distributions, repurchases and the 24 underlying funds, 2021-2026

Class I NAV, total return and net assets for each fiscal year since March 2021; net assets and monthly returns to June 30, 2026; every distribution of fiscal 2026 including the two liquidating payments; the three final repurchase offers; the liquidation events; and the fair value of each of the 24 underlying private real estate funds at March 31 and June 30, 2026, with the accession number of each source.

CSV · 163 rows

VA loans and investment property: rules, funding fee, entitlement and 2025 HMDA data on 2-4 unit VA loans

The occupancy, multi-unit, rental-income, funding-fee and entitlement rules of the VA home loan program as written in the statute, the regulations, the VA Lenders Handbook and VA.gov, with worked arithmetic, and the 561,767 first-lien VA loans originated in 2025 in the federal HMDA record split by units: counts, shares, median rates, loan sizes, states, lenders and the loans coded as investment property. One source per row.

CSV · 277 rows

Variant Alternative Income Fund (NICHX): repurchases, NAV, income and payout, valuation, positions, fees and leverage, 2021-2026

Twenty-one quarterly repurchase offers from May 2021 to June 2026 (NAV at pricing, amount repurchased, percentage of shares), ten Form N-23c-3 notices with offer size and NAV, five years of financial highlights, fiscal 2025-2026 income and expense lines, money in and out since fiscal 2022, the Level 3 hierarchy for three year-ends, the Montreux write-off, named positions at cost and fair value, eight quarter-end Form N-PORT reports and the ten largest lines at July 31, 2026, fees and credit facilities. One accession number per row.

CSV · 6 rows

VCMIX repurchase offers, April 2025 to July 2026

Every quarterly repurchase offer of the Harrison Street Real Estate Fund (VCMIX) from April 2025: offer size, shares offered, shares tendered, share of tendered shares repurchased and value paid, one accession per row.

CSV · 108 rows

The data table in this article, as CSV

The 108-row table from this article as CSV: Date, Open, High, Low…. Sources are listed in the article.

CSV · 41 rows

The data table in this article, as CSV

The 41-row table from this article as CSV: Date of sale, Shares, Gross proceeds, Implied price/share. Sources are listed in the article.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: DXYZ price milestone, Date, Price, NAV at the time…. Sources are listed in the article.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Segment, Cost, Value at June 30, 2026, Multiple on cost…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Session, Close, Premium to $18.97 NAV, Note. Sources are listed in the article.

CSV · 5 rows

The data table in this article, as CSV

The 5-row table from this article as CSV: Baseline, Value, August 14 as a multiple. Sources are listed in the article.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Session, VCX close, Premium to the $21.70 NAV (our arithmetic), What it was. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Velocity Financial, at June 30, 2026, Figure. Sources are listed in the article.

CSV · 241 rows

Verus Securitization Trusts 2026: loans reviewed, investor share and grades from Form ABS-15G due diligence filings

For ten 2026 Verus Securitization Trusts: loans, original balance, investment-property loans and final grades from the AMC, Canopy and Clarifii due diligence summaries; AMC's loan-by-loan initial and final grades; Selene's business-purpose counts; the 2026-8 income-documentation and data-tape findings; the depositors' EDGAR filing inventory and Rule 15Ga-1 repurchase reports. One source per row.

CSV · 174 rows

VICI Properties (VICI): dividend vs AFFO, tenant concentration, lease escalators, debt and maturities, Golden, loans, credit allowance and Caesars buyout

174 sourced rows from VICI's FY2025 10-K, Q2 2026 10-Q, the 2025 and 2026 earnings releases and supplemental, the August 2026 note 8-Ks, and Caesars Entertainment's merger 8-K, proxy statement and Q2 10-Q. Form and accession number on every row; our arithmetic rows say so.

CSV · 139 rows

VineBrook Homes Trust 2026 tender offer: the terms, the NAV history, the financing condition and the balance sheet behind them

Every term of the September 4, 2026 Schedule TO-I, the company's published NAV series back to December 2024, the going-concern language and debt maturities from the June 30, 2026 Form 10-Q, the August 2026 refinancing, distributions against FFO, the repurchase-plan chronology and its December windows from the Forms 10-K for 2022, 2024 and 2025, the two conflicting book-value-per-share figures, and our arithmetic — one SEC accession per row.

CSV · 181 rows

W. P. Carey (WPC): dividend and AFFO by quarter, Q2 2026 results, guidance, tenants, geography, rent escalators, lease expirations, debt, Hellweg and the NLOP spin-off

Dividends declared and AFFO per share for twelve quarters, the three guidance ranges of 2026, the top ten tenants, ABR by country and industry, CPI-linked share of rent at four dates, lease expirations to 2030, every senior note by maturity, covenants, Hellweg, and the NLOP portfolio, special distributions and termination vote. Form and SEC accession number on every row.

CSV · 99 rows

Wash sale rule for non-traded REIT, BDC and interval fund tenders: statute, regulation, IRS text, three funds' filings and 2026 window dates

Rows from the Internal Revenue Code, the Treasury regulations, IRS Publication 550, Revenue Ruling 2008-5 and the Form 8949 instructions, next to what Blue Owl Credit Income Corp., Blackstone Real Estate Income Trust and Cliffwater Corporate Lending Fund say in their SEC filings about tender dates, reinvestment and Section 302, plus our window arithmetic.

CSV · 167 rows

Welltower (WELL): dividend vs FFO, senior housing occupancy and same-store NOI, operators, 2026 investments, debt maturities and equity issuance

167 sourced rows from Welltower's 10-K for 2025, the 10-Q for the quarter ended June 30, 2026, the Q4 2025 and Q2 2026 earnings releases and supplemental, the 8-Ks of March 10, June 1, July 13 and July 28, 2026, and American Healthcare REIT's Q2 2026 10-Q and release. Form and accession number on every row; rows marked our arithmetic are derived.

CSV · 192 rows

Weyerhaeuser (WY): dividend vs Adjusted FAD, segment Adjusted EBITDA, lumber and log price sensitivity, timberland acres and harvest, debt and buybacks

192 sourced rows from Weyerhaeuser's FY2025 10-K, Q1 and Q2 2026 10-Qs, earnings releases for Q4 2025 to Q2 2026 and the September 24, 2026 investor presentation. Form and accession number on every row.

CSV · 144 rows

American Realty Capital / AR Global: every vehicle it sponsored, the ARCP enforcement cases and the money returned to investors

Offering prices, amounts raised, merger and listing terms, liquidations and bankruptcies for 21 American Realty Capital vehicles, plus the SEC, DOJ and class-action outcomes of the 2014 ARCP misstatement and the 2016 RCS Capital bankruptcy. Source and accession or URL on every row.

CSV · 189 rows

Ashcroft Capital: every Form D on EDGAR, the Cautero docket, fund terms, the 2023 pause and the 2024 capital call

47 Form D and D/A filings by 35 Ashcroft-linked issuers (2017-2026) with amount sold, investor count and offering size; the 2021 Value-Add Fund FAQ terms and fees; the D.N.J. docket of Cautero v. Ashcroft Legacy Funds from complaint to dismissal; the forfeiture items naming Ashcroft funds in United States v. Ahmed; and the 2023 distribution pause and 2024 Elliot Roswell capital call as reported. Source and accession or URL on every row.

CSV · 131 rows

Black Creek Group and Dividend Capital: every SEC-registered vehicle, the per-share payouts and the Ares acquisition

Offering prices, amounts raised, distributions per share, NAV and estimated values, merger and liquidation payments, name changes and the terms of Ares' 2021 purchase of Black Creek's advisory and distribution business, for Dividend Capital Trust (DCT Industrial), Industrial Income Trust, Industrial Property Trust, Dividend Capital Total Realty Trust (AREIT) and Black Creek Industrial REIT IV (AIREIT), with the form and accession number on every row.

CSV · 141 rows

Carter Validus Mission Critical REIT I and II: offering, distributions, NAVs, data-center sales, 2019 merger, Sila listing and 2026 take-private

REIT I's offering, yearly and daily distribution rates, tax character, five estimated NAVs, the 2017-2018 data-center sales and $3.00 special, the company's own cumulative-cash figures, the 2019 merger terms, vote and accounting; REIT II's offering, Class A rates, NAVs, SRP suspensions, internalization, 2021 data-center sale and $1.75 special, reverse split, listing tender, and the 2026 Blue Owl merger terms, vote and closing. Source form and SEC accession on every row.

CSV · 224 rows

CNL Financial Group: every public program it sponsored, what a share became, and the CNL Lifestyle payout trail

Offering prices and amounts raised, estimated NAVs, special and liquidating distributions, merger and sale terms, secondary-market trade prices, advisor payments and the 18 CNL Income Fund per-unit outcomes for CNL Lifestyle, CNL Hotels & Resorts, CNL Retirement, CNL Restaurant Properties/Trustreet, CNL Growth Properties, Global Income Trust, CNL Healthcare Properties I and II, CNL Strategic Capital and two CNL-advised BDCs, plus the sponsor's officer history. Source and accession on every row.

CSV · 96 rows

Wells REIT II / Columbia Property Trust: offering, estimated values, distributions, 2013 split and listing, 2021 PIMCO buyout, the 2022 CMBS loan and its default, and the original Wells REIT (Piedmont)

Offering proceeds and costs, estimated values and redemption prices, distributions per share by year (pre- and post-split), the 4-for-1 reverse split, NYSE listing and $25 tender, the PIMCO merger terms, financing and vote, the CXP Trust 2022-CXP1 whole loan and its special-servicing status, Piedmont's 2010 recapitalization and listing, and our per-share arithmetic. Source and accession or URL on every row.

CSV · 225 rows

Fund That Flip / Upright: every Form D, the PFNF payout ladder, RBNF balances, the Synapse freeze and the court record

19 Form D and D/A filings by nine Fund That Flip entities and one outside SPV (2015-2024) with amount sold, investors, offering size and minimum; every Pre-Funding Note Fund distribution and cumulative percentage Upright reported from September 2024 to September 2026; Residential Bridge Note Fund balances; the Synapse figures; FTF loans in Saluda Grade securitizations and in a mutual fund's holdings; Upright Lending's advertised terms; and federal cases naming Fund That Flip or FTF Lending. Source and accession or URL on every row.

CSV · 121 rows

GPB Capital: SEC and criminal cases, commutation, fund units and net assets, the 2021 dealership sale, receivership cash ledger, April 2025 distribution and FINRA broker cases

The SEC complaint figures, the criminal verdict, sentences, commutation and forfeiture orders from the docket; Holdings II and Automotive Portfolio units, holders and net assets in liquidation from their 10-K and 10-Q; the Group 1 dealership sale; the receiver's quarterly cash balances and cumulative receipts and disbursements through June 30, 2026; the April 2025 distribution by fund; the $67.75 million class settlement; and fines and restitution in 17 FINRA AWCs over GPB sales. Source and accession or URL on every row.

CSV · 132 rows

Greenbacker Renewable Energy Company (GREC): offering prices, NAV per share 2016-2025, GAAP book value, distributions, repurchases and the MN8 merger terms

Offering prices and capital raised; Class A, Class P-I and aggregate NAV per share from Greenbacker's 8-Ks; GAAP equity per share after the 2022 switch to operating-company accounting; distribution rates, totals and the May 2024 suspension; repurchases by year and the September 2023 suspension; the 2025-2026 sale process, bids and alternatives; and the MN8 merger terms, cash cap, fairness-opinion ranges, liquidity framework and executive payouts. Source and SEC accession on every row.

CSV · 83 rows

Griffin-American Healthcare REIT III and IV into American Healthcare REIT: offering, NAVs, distributions, redemption suspensions, merger, reverse split, listing and offering prices

GAHR III's and GAHR IV's offerings, estimated NAVs, distribution rates and sources, share repurchase suspensions; the 2021 merger terms, record-date share counts and the sponsor (AHI) acquisition; American Healthcare REIT's 2022 reverse split, NAVs, 2024 NYSE listing, the August 2024 class conversion, follow-on and ATM offering prices through May 2026, the total-return table and distributions through Q3 2026. Source and accession on every row.

CSV · 110 rows

Griffin Capital: every SEC-registered vehicle it sponsored, the sale of its businesses, and its current private offerings

Offering prices and amounts raised, exchange ratios, NAVs, suspensions and closings for GCEAR I, GCEAR II / Griffin Realty Trust / Peakstone, Griffin-American Healthcare REIT II and III, the Griffin Institutional Access real estate and credit interval funds and Griffin-Benefit Street Partners BDC; the 2018 internalization, the 2021 healthcare advisory sale and Apollo's 2022 acquisition; and the latest Form D of 13 current Griffin Capital opportunity zone funds, development funds and DSTs. Source and accession on every row.

CSV · 116 rows

GWG Holdings: L Bonds, Chapter 11, Wind Down Trust interests and assets, litigation settlements and fees, the July 2026 distribution, the Heppner case, Beneficient and FINRA broker cases

L Bond terms and the 2022 default from GWG's 10-Q and 8-Ks; plan dates; the Series A1, A2 and B interest counts; the trust's effective-date valuation, asset sales and Beneficient share sales; each Litigation Trust settlement with fees and the estimated net to the trust; the class notice figures; the $60 million Diminution Claim and first distribution; the trust's June 30, 2026 balance sheet; open lawsuits; the DOJ case; Beneficient's balance sheet, reverse splits and share count; and FINRA AWCs over L Bond sales. Source and accession or URL on every row.

CSV · 128 rows

Hines REIT and Hines Global REIT (HGR Liquidating Trust): offerings, NAVs, liquidation votes, every liquidating distribution, tender offers and the final wind-up

Offering prices and capital raised, distribution-rate cuts, every estimated NAV per share, redemption suspensions, the 2016 and 2018 plan-of-liquidation votes, asset sales, each liquidating and special distribution with its date, the sponsor's participation-interest payouts, the 2018 settlement, unsolicited tender prices, Hines's own $100,000 return table, and the Form 15 and trust termination filings. Source and SEC accession on every row.

CSV · 153 rows

Hospitality Investors Trust (ex-American Realty Capital Hospitality Trust): offering, distributions, NAVs, tenders, Brookfield preferred, COVID, Chapter 11 and CVR terms

The $25 IPO and where its $885.5 million went; cash and stock distributions and their tax character; every estimated per-share NAV from $21.48 to $8.35; the 2017 and 2018 self-tenders and the $9.00 repurchase program; the Brookfield Class C Unit terms; 2018-2020 losses, impairments, hotel counts and COVID RevPAR; the derivative settlement; the 2021 prepackaged Chapter 11, share and CVR counts; the CVR waterfall, cap and maturity dates; the 2026 officer's certificate; IRS worthless-securities rules. Source and accession or URL on every row.

CSV · 105 rows

The Inland Real Estate Group's public programs: money raised, fees paid to the sponsor, exits and what one original share became

Offering prices and amounts raised, internalization payments, estimated values, tenders, mergers, exchange ratios, reverse splits, liquidating distributions and the sponsor's own prior-performance figures for Inland Real Estate Corporation, Inland Retail Real Estate Trust, Inland Western / Retail Properties of America, Inland American / InvenTrust, Inland Diversified, Inland Residential Properties Trust, Inland Real Estate Income Trust and the two Inland Land Appreciation Funds. Source and accession on every row.

CSV · 184 rows

KBS-sponsored non-traded REITs: offering prices, capital raised, estimated values, special and liquidating distributions, and current status

Offering prices and capital raised, every estimated value per share in the filings, the liquidation estimates printed in each proxy, every special and liquidating distribution per share, the 2020 Pacific Oak merger ratio, and the 2026 status of KBS REIT III and Pacific Oak Strategic Opportunity REIT. Source and accession on every row.

CSV · 156 rows

Mainvest on EDGAR: 779 Reg CF offerings, the 409 that closed, and which issuers still file

Every Form C offering that named MainVest, Inc. (SEC file 007-00162) as intermediary, from the SEC's Crowdfunding Offerings Data Sets 2018Q3-2026Q3: counts and closed amounts by year and state, the 60 largest closed offerings with each issuer's annual-report (C-AR) and termination (C-TR) record as of October 8, 2026, note terms from three offering documents, post-shutdown balances disclosed by issuers, MainVest Holdings' own filings, the portal's registration record, and the shutdown statements. Source and accession or URL on every row.

CSV · 235 rows

Nelson Brothers, Nelson Partners and NB Private Capital: Form D offerings, CMBS loan performance and court records, 2009-2026

One block of rows per Form D offering filed by Nelson Brothers entities (2009 to April 2018), Patrick Nelson's Nelson Partners entities (2019-2020) and Brian Nelson's NB Private Capital and Versity entities (2018-2023): offering amount, amount sold as reported, investors and estimated sales commissions. Plus the capital stacks of SkyLoft Austin and Sol y Luna from the CMBS prospectuses, monthly servicer data on every Nelson-sponsored loan we found in a public CMBS trust (payment status, special servicing, defeasance, payoff, bankruptcy and forbearance), and figures from the Fifth Circuit's NB Taylor Bend opinion and the Southern District of Texas order on NB Vue Mac. Source and accession or URL on every row.

CSV · 91 rows

American Realty Capital New York City REIT / New York City REIT / American Strategic Investment: offering, distributions, NAVs, tenders, 2020 and 2023 reverse splits, Comrit proxy fight, Bellevue tenders and 2026 status

Offering size and price, the distribution rate and per-share distributions by year with their tax character, the four estimated NAVs, every issuer and third-party tender (Comrit, Bellevue) with price and result, the 2020 recapitalization (9.72-to-1 split and Class B dividend), the Listing Note and outperformance award, the 2022 proxy vote, the 2023 1-for-8 split, REIT termination and rename, and the Q2 2026 balance sheet, debt, going-concern language, ownership and latest filed share prices. Source and accession or URL on every row.

CSV · 229 rows

Nitya Capital: every Form D on EDGAR, CMBS loan status, forbearance and special-servicing events, court records and website claims

67 Form D offerings by issuers that list Swapnil Agarwal (2014-2026) with amount sold, investors, first sale, filing date, minimum and payments to Nitya affiliates; six iintoo feeder filings; 24 CMBS loans on Nitya properties from ABS-EE asset-level data (original amount, current balance, payment status, special servicing and modification dates); loan events from 424B2 prospectuses and 10-D servicer reports; three federal court records; and the company's own website claims and selected track-record rows. Source and accession or URL on every row.

CSV · 10 rows

The data table in this article, as CSV

The 10-row table from this article as CSV: Check, Why It Matters, Red Flag. Sources are listed in the article.

CSV · 126 rows

Prodigy Network: Form D filings, Chapter 7 schedules, trustee settlements, the Chicago auction, professional fees and federal investor suits

Eight Form D filings by Prodigy Shorewood entities (2013-2014) with amount sold, investors, offering size and minimum; Prodigy Network, LLC's bankruptcy schedules (assets, liabilities, the eight 84 William bridge notes, 2019-2020 revenue, ownership stakes); the trustee's insurance and avoidance settlements; the 2021 auction of the two Chicago joint-venture interests; fees approved for the trustee's lawyers; and eleven federal investor or contract suits naming Prodigy Network, with the default judgments we could read. Source and docket link or accession on every row.

CSV · 158 rows

RealtyShares: every Form D total by vehicle, the RS Lending notes, the last 2018 raises, the 2019 Form ADV snapshot and the court record

Sums over 472 Form D and D/A filings by 404 RealtyShares-named issuers (2013-2018): numbered SPVs, RS Pref Projects series, the Diversified Marketplace Equity Fund, RS Lending, Inc. notes and RealtyShares, Inc.'s own equity raises; amounts by year of first sale; every Form D signed after August 1, 2018; the March 16, 2019 Form ADV of RealtyShares Advisor (192 private funds); FINRA and IAPD status; the company's own website claims; the 2019 IIRR handover; and the Chapter 7 case, the trustee's adversary proceeding and the Massachusetts securities case. Source and accession or docket on every row.

CSV · 140 rows

Steadfast Companies' three public REITs: offering prices, raises, NAVs, distributions, redemption limits, the 2020 mergers, the 2020 internalization and the 2021 Independence Realty Trust merger

Offering prices, amounts raised, estimated values per share, distributions declared, tax character, repurchase limits, exchange ratios, vote counts, the sponsor's internalization price and the IRT closing price for Steadfast Income REIT, Steadfast Apartment REIT and Steadfast Apartment REIT III, plus our arithmetic for what one original share became. Source and accession on every row.

CSV · 161 rows

Tides Equities: every Form D on EDGAR, the New York lender suits against Sean Kia and Ryan Andrade, foreclosure credit bids and lender filings

15 Form D filings by Tides-managed issuers (2017-2019) with amount sold, investors, offering size, minimum and first sale; loan amounts, payoff balances, foreclosure credit bids, judgments and outcomes from nine New York County Supreme Court cases (2024-2025); Benefit Street (FBRT) CLO and 10-K entries on Tides loans; MF1 CLO collateral; New York Mortgage Trust (Adamas Trust) fair values for its Tides on 27th preferred equity; and the 2022 CIM Group joint purchase. Source and accession or docket on every row.

CSV · 131 rows

Tricon Residential take-private: price, premium, vote, return of capital, preferred units, last public results, debt by facility, and BREIT and securitization filings since closing (131 rows)

The January 19, 2024 offer terms, termination fees and Scotiabank valuation range; the price history in the circular (US IPO, 12-month range, analyst targets); the March 28, 2024 vote; approvals and closing dates; the $3.10 return of capital and $8.15 acquisition price split; BREIT's preferred units and shares; debenture conversions; the last public results (37,183 homes, occupancy, rent, income); every debt facility at December 31, 2023 with maturity and rate; BREIT's carrying value and home count for Tricon from June 2024 to June 2026; fees paid to TAH Operations; and the Tricon-named securitization filings. Source and accession on every row.

CSV · 75 rows

Two Harbors sale: UWM stock deal, CrossCountry price path, vote, closing, stub dividend, preferred and notes, delisting, last reported book value and servicing portfolio (75 rows)

Offer prices from $10.70 to $12.00 with dates, termination fees and financing commitments; the December 17, 2025 UWM exchange ratio; the July 2, 2026 vote counts; the August 25, 2026 closing, last trading day, stub dividend formula and our arithmetic; preferred and notes treatment; the Form 25 and Form 15 filings; and the last reported book value, dividends and servicing portfolio. Form and accession number on every row.

CSV · 82 rows

United Development Funding (UDF III, IV, V): offering, collapse, SEC and criminal cases, Fair Fund, Ready Capital merger and CVRs

UDF IV's offering and distributions from its 10-K and 8-Ks; the 2016-2020 halt, delisting and SEC registration revocation; the SEC case and Fair Fund payout; the class-action settlement; the indictment, verdict, sentences, appeal and certiorari; the Ready Capital merger terms, vote and closing; Ready Capital's purchase accounting, CVR valuation, book value and dividend through June 30, 2026. Source and accession or URL on every row.

CSV · 128 rows

W. P. Carey's non-traded programs: offerings, NAVs, distributions, redemptions, mini-tenders, merger terms, votes and final payouts

CPA:12, CPA:14, CPA:15, CPA:16 - Global, CPA:17 - Global, CPA:18 - Global, CPA:19 - Global, Carey Watermark Investors 1 and 2 / Watermark Lodging Trust and Carey Credit Income Fund: capital raised, offering prices, estimated NAVs, distribution rates, redemption suspensions, mini-tender prices, exchange ratios, cash components, vote counts, closing dates and the 2023 NLOP spin-off. Form and SEC accession on every row.

CSV · 255 rows

Wheeler REIT (WHLR): every reverse split, all 37 Series D redemption rounds, notes, exchanges, Cedar preferreds, litigation and governance

Each reverse split ratio and effective date (2017 and August 2023 to September 2026, plus the abandoned 1-for-6), every monthly Series D Holder Redemption Date from October 2023 to October 2026 with shares redeemed, redemption price, common issued and the 10-day VWAP, Series D dividend rates and arrears, convertible note conversion-price resets, preferred-for-common exchanges, Cedar Realty Trust preferred tenders, dividends and swaps, the Cedar preferred-holder cases and the Khoshaba case, warrants and officer changes. Source and accession or URL on every row.

CSV · 144 rows

Business development companies, 2026: census by kind, fees, leverage, tender proration and BDC elections from SEC filings

144 rows: count, net assets, total assets and liabilities of listed, non-traded, private and over-the-counter BDCs at June 30, 2026 (SEC BDC Data Sets); the three largest of each kind; management, incentive and waived fees for the quarter by kind, with medians; the fee terms of six BDCs from their 10-Qs; leverage and asset coverage; the 15 non-traded BDCs whose latest tender was prorated; Form N-54A elections and N-54C withdrawals by year, 2019 to 2026; and the statutory rules. One SEC accession number or URL per row.

CSV · 17 rows

What DSCR loans look like in real books: Velocity Financial portfolio, KBRA default study, advertised rates

Velocity Financial's June 30, 2026 portfolio (balance, count, average loan, LTV, coupon, nonperforming share, investor 1-4 share) and Q2 2026 originations; KBRA's non-QM default study (475,000 loans); and two advertised DSCR rates read September 26, 2026. One source per row.

CSV · 84 rows

Family offices in US law and SEC data, 2026: rule text, SEC estimates, Form ADV census, Form D counts, CTA and AML status

84 rows: the conditions and definitions of 17 CFR 275.202(a)(11)(G)-1 and Advisers Act Section 202(a)(11)(G); the SEC's 2011 and 2020 estimates of how many family offices exist; Rule 501(a)(12)-(13); a census of the SEC Form ADV data files posted October 2, 2026 (76 registered advisers named family office, their assets, clients, fees and size; 242 advisers naming family offices anywhere; 6 exempt reporting advisers); Form D filings mentioning family office by year, 2021 to October 10, 2026; and the dated status of the FinCEN beneficial ownership and investment adviser AML rules. One source URL per row.

CSV · 219 rows

Evergreen funds by legal structure, 2026: the word in the law, rule text, caps, eligibility and fees from filings, and an EDGAR census

219 rows: how often the word evergreen appears in the Securities Act, the Exchange Act, the Investment Company Act and 17 CFR; the operative words of Rules 23c-3, 13e-4 and 22e-4 and two statute sections; caps, eligibility and fee layers read from filings of BREIT, BCRED, BXPE, Fundrise Real Estate Interval Fund, Partners Group Private Equity Fund and Apogem Evergreen Fund; the Partners Group offer closed May 26, 2026; a census of 64 EDGAR registrants named Evergreen; our registry of 380 vehicles by exit form; a recount of Form N-23C3A and Schedule TO-I filings from the EDGAR form indexes; and the phrase evergreen fund by form type. One SEC accession or URL per row.

CSV · 110 rows

Interval funds from SEC sources, 2026: Rule 23c-3 terms, the count of funds filing Form N-23C-3, repurchase results, fees and minimums

110 rows: the terms of Rule 23c-3 (17 CFR 270.23c-3) with the exact wording; a count of Form N-23C-3 filings and filers from the SEC's EDGAR form indexes, October 1, 2025 to September 30, 2026, by filing frequency and by month; two offer notices; repurchase results from the 2026 shareholder reports (N-CSR and N-CSRS) of 13 interval funds; fees and minimums from three prospectuses; and the repurchase terms of a non-traded REIT and a non-traded BDC for comparison. One SEC accession or URL per row.

CSV · 235 rows

Private credit in SEC filings, 2024-2026: official size, BDC census, markdowns, PIK, non-accruals and tender requests

235 rows: the Federal Reserve's private credit size estimates (FEDS Note, February 2024; Financial Stability Report, May 2026); a census of every BDC that filed a June 30 report in 2024, 2025 and 2026 (count, total assets, net assets by kind, from the SEC BDC Data Sets); first-half net investment income and net realized and unrealized losses by kind; payment-in-kind income share for the same BDCs in 2025 and 2026; NAV, total return and non-accruals of six large non-traded BDCs from their June 2026 10-Qs; and 28 tender offers from December 2024 to September 2026 with shares tendered, requests as a share of the fund and share paid. One SEC accession number or official URL per row.

CSV · 61 rows

Schedule K-1 deadlines for tax year 2026 and the K-1 delivery dates 22 partnership-taxed funds state in their SEC filings

IRS and statutory rules on when a partnership must furnish Schedule K-1 (due date, extension, penalties for returns and statements due in 2027), the 2027 calendar dates that follow from them, the K-1 timing stated by 22 partnership-taxed vehicles sold to individuals (Blackstone, KKR, Apollo, EQT, Carlyle, Warburg Pincus, PIMCO, ISQ, TriLinc, Belpointe and eight Regulation A real estate funds), and the vehicles in our space that send a 1099 or no K-1 at all. One SEC accession number or IRS/U.S. Code URL per row.

CSV · 172 rows

Whitestone REIT (WSR): merger terms, bids, activism, Pillarstone, tenants, lease expirations, financials, debt and ownership, 2024 to July 2026

172 rows from Whitestone's 10-K for 2025, 10-Q for Q1 2026, merger proxy (DEFM14A), 8-Ks of 2024 and 2026, the closing press release and Form 15: the $19.00 consideration, the March 31, 2026 bids, the vote, fees, the 15 largest tenants, ten years of lease expirations, FFO and same-store NOI, the debt ladder and swap, the board's own 2026 to 2030 projections, and who owned the shares. Form and accession number on every row.

CSV · 72 rows

Worthless securities deduction: the Code, regulation and IRS text, and what six failed or failing vehicles' SEC filings say about their holders

Rows from 26 U.S.C. 165, 1211, 1212 and 6511, 26 CFR 1.165-1 and 1.165-5, IRS Publication 550 and the Form 8949 instructions, next to the Silver Star, Hospitality Investors Trust, GWG Holdings, DiversyFund, Lodging Fund REIT III and USQ Core filings, with accession numbers and our date arithmetic.

CSV · 97 rows

Wraparound mortgages and the due-on-sale clause: statute, regulation, uniform instrument, servicer guides, Texas wrap law and Regulation Z, as of October 13, 2026

97 rows, one provision or figure per row: the nine exceptions in 12 U.S.C. 1701j-3(d), 12 CFR part 191, Section 18 and 19 of the Fannie Mae/Freddie Mac uniform instrument, Fannie Mae and Freddie Mac servicing rules, Texas Finance Code chapter 159 and Property Code 5.016, Regulation Z seller-financer rules, two court decisions, and our worked spread example. Each row cites the document and URL it was read from.

CSV · 139 rows

Year-end tax dates October 2026 to March 2027 and the tender deadlines of non-traded REITs, BDCs and interval funds

IRS and statutory dates for the fourth quarter of 2026 and the first quarter of 2027 (extended returns, 1031 clocks, estimated tax, RMD, QCD, charity gifts, wash sales, 1099, 5498 and K-1 dates), what two tender offers say about taxes, the open and scheduled repurchase deadlines of 12 funds, and the Q4 2025, Q1 2026 and Q3 2026 tender offers of 11 vehicles with filing date, expiry and accession number.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Platform, Min., Accredited, Annual Fee…. Sources are listed in the article.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Offer expired, Shares tendered, Shares accepted, Share of requests filled…. Sources are listed in the article.

CSV · 18 rows

The data table in this article, as CSV

The 18-row table from this article as CSV: Entity, Latest Form D, Offering sought, Amount sold, % filled, Investors, and the Item 15 sales commissions of each Form D. Sources are listed in the article.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Metric, Value, As of / Source. Sources are listed in the article.

CSV · 219 rows

Every AcreTrader farm offering from SEC Form D, 2019-2026

One row per AcreTrader farm company (173 offerings, Acretrader 111 to Acretrader 304): amount sold, amount offered, remaining, investors, minimum, sales commissions, broker-dealer and date of first sale, with the SEC accession of the latest Form D. Plus totals by year, AcreTrader Financial's December 31, 2023 balance sheet, broker-dealer records and AcreTrader, Inc.'s own Form D raises.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Anchor Loans LP (LEI 549300623VT8YKPHWM78), 2023, 2024, 2025. Sources are listed in the article.

CSV · 162 rows

Angel Oak Mortgage Solutions: HMDA 2022-2025, DSCR loan rates by state, program terms, AOMR filings, SEC order and complaints

Angel Oak Mortgage Solutions' and Angel Oak Home Loans' HMDA origination totals for 2022-2025; AOMS's 2024 and 2025 business-purpose rental loans (count, dollars, median and percentile note rates, loan size, LTV, purpose, units, denials) and twelve states for 2025; its published DSCR program terms; Angel Oak Mortgage REIT's loan purchases, affiliate purchases, delinquencies and securitizations from its 10-K, 10-Q and 8-Ks; the 2022 SEC order; and CFPB complaints. One source per row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Apollo Diversified Real Estate Fund (this review), Apollo Realty Income Solutions (ARIS). Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: NAV REIT, Gated / pro-rated 2022-2026?, Notes. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: NAV REIT, Gated / pro-rated 2022-2026?, Notes. Sources are listed in the article.

CSV · 39 rows

AREIT monthly NAV statement, May to August 2026, from its Form 8-K filings

39 rows: every component of AREIT's aggregate fund NAV at May 31, June 30, July 31 and August 31, 2026 (properties by sector, debt investments, borrowings, DST Program financing obligations, accrued fees), plus NAV per Fund Interest, the 8-K leverage ratio, property count, distribution, redemptions and capital raised, with the accession number of each 8-K.

CSV · 94 rows

The data table in this article, as CSV

Fee table plus 2025 audited and first-half 2026 unaudited figures for Ark7 Properties LLC, Ark7 Properties Plus LLC and Ark7 Properties Advance LLC (revenue, net loss, distributions, cash, debt, series), with the SEC accession for each.

CSV · 40 rows

Arrived Homes review 2026: fees, NAV, dividends and liquidity from SEC filings

The Arrived vs Fundrise table from this review plus rows read from Arrived's own SEC filings (Form 1-U, 1-SA, 1-K, 1-A POS): September 2026 dividends, July 2026 NAVs, the fee schedule, redemptions and the Private Credit Fund and SFR Genesis Fund figures, each with its accession number.

CSV · 18 rows

The data table in this article, as CSV

The 18-row table from this article as CSV: Feature, Arrived Homes, Ark7. Sources are listed in the article.

CSV · 15 rows

The data table in this article, as CSV

The 15-row table from this article as CSV: Feature, Arrived, RealtyMogul. Sources are listed in the article.

CSV · 26 rows

Every monthly dividend Arrived Debt Fund has declared, from its Form 1-U filings (July 2024 - August 2026)

26 rows, one per monthly distribution: payment date, dividend per share in dollars, the annualized rate that implies on the $10.00 NAV, the date the Form 1-U was filed and its SEC accession number. Built by reading every 1-U the fund has filed.

CSV · 15 rows

The data table in this article, as CSV

The 15-row table from this article as CSV: Factor, Arrived Private Credit Fund, Groundfloor Notes. Sources are listed in the article.

CSV · 102 rows

Asset Preservation, Inc. (Stewart Information Services): exchange-fund liability 2006-2025, the 2008 auction rate securities record, API's website claims, California exchange-facilitator law (102 rows)

Ownership from Stewart's Exhibit 21.1 and API's website; Stewart's contingent liability for 1031 exchange funds at 20 year-ends (2006-2025); the 2008 auction rate securities timeline from Stewart's 8-K, 10-Qs and 10-Ks; API's dated website claims; what the 10-K says about exchange funds and loans; California Financial Code sections 51000 to 51013; Treas. Reg. 1.1031(k)-1 and Rev. Proc. 2010-14; LandAmerica 1031 Exchange Services for 2008 comparison; a CourtListener search. One SEC accession, statute or URL per row.

CSV · 172 rows

Baselane in primary records: the account agreements, Thread Bank's FDIC data and consent order, the APY formula, program banks, Synapse figures, CFPB and SEC searches

172 sourced rows: Baselane's pricing, fees and APY claims dated October 9, 2026; the Thread Bank deposit and savings agreement terms; Thread Bank's total assets, deposits, equity and net income from FDIC BankFind (December 2022 to June 2026); FDIC consent order FDIC-24-0022b and its termination; the 27 program banks Thread listed; the Synapse trustee and FDIC figures; CFPB complaint counts; SEC EDGAR searches.

CSV · 132 rows

Beneficient (BENF): business terms, ExAlt loan book, balance sheet, 2026 liquidity deals paid in preferred stock, share count and dilution, Nasdaq notices, litigation and the HCLP/Heppner plan

Loan terms and fee structure from the 10-K for the fiscal year ended March 31, 2026; the ExAlt loan book, allowance and collateral; the June 30, 2026 balance sheet and results from the 10-Q; going-concern drivers; the three 2026 primary capital deals paid in Series B-9, B-10 and B-11 preferred stock; reverse splits, share counts, ownership and the Yorkville facility from 8-Ks and the October 7, 2026 proxy; Nasdaq Item 3.01 notices; the Texas arbitration, Delaware and Nevada cases; and DOJ dates for the Heppner case. Source and SEC accession or DOJ URL on every row.

CSV · 29 rows

The data table in this article, as CSV

The 25-row table from this article as CSV: the 2022-2024 gate timeline, the 2026 monthly Class I NAV and total return as printed in each Form 424B3, and monthly repurchases as a share of NAV from the Forms 10-K and 10-Q. Sources are listed in the article.

CSV · 20 rows

The data table in this article, as CSV

The 20-row table from this article as CSV: NAV components, NAV per share by class, debt, loan-to-value and portfolio statistics at June 30, July 31 and August 31, 2026, from ORENT's monthly NAV Forms 8-K. Sources are listed in the article.

CSV · 75 rows

Bluerock Private Real Estate Fund (BPRE): every Saba Capital open-market purchase, the June 2026 net assets behind them, and the discount each one implies

The 27 dated open-market purchases Saba Capital disclosed in its Schedule 13D and 13D/A, each with the price paid and the discount it implies to the fund's own June 30, 2026 net assets; the NPORT-P balance-sheet lines those net assets come from; the new 0.20% Administrative Services Agreement fee and its 53% waiver; the rotation-into-direct-real-estate update; and the August 4, 2026 annual meeting vote. One SEC accession per row.

CSV · 76 rows

Brookfield REIT: NAV, returns, the 2026 distribution cut, repurchases, Brookfield's 37% stake, the $200M locked investor and the affiliate loan

76 rows from Brookfield Real Estate Income Trust's 10-Ks, 10-Qs, 8-Ks, 424B3 supplements, Form 4s and Brookfield's Schedule 13D filings, 2022-2026, one SEC accession and the filing's own words per row.

CSV · 131 rows

Builders Capital: published terms, Midvale court record, court dockets, Saluda Grade ABS-15G reports and Form D filings

The loan terms on builderscapital.com on October 9, 2026, the entity map behind the name, the loan terms alleged in Midvale Commons v. Construction Loan Services II (E.D. Pa.) and the September 29, 2026 ruling, a count of 32 federal dockets that mention the company, funding announcements, Saluda Grade securitization reports that name Builders Capital as originator, the three Form D filings of Builders Capital Opportunity Fund, LLC, and HMDA and CFPB checks.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Year, Event, Valuation / capital, Source. Sources are listed in the article.

CSV · 93 rows

CaliberCos (Caliber Companies): 10-K, 10-Q, 8-K and Form D record, 2023-2026 (93 rows)

Corporate notes, cash and going-concern facts, revenue by fee type, managed capital and write-offs, LINK token holdings, Series AA preferred terms, consolidated fund debt, Nasdaq and auditor events from CaliberCos filings; one row per Caliber-sponsored issuer with a Form D (22) with amount sold, investors, minimum and sales commissions. SEC accession on every row.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Dimension, CFIT, INREIT, BREIT, SREIT, JLLIPT. Sources are listed in the article.

CSV · 53 rows

CFIT 2026 month by month: repurchases filled, NAV, OP units issued for DSTs, portfolio mix

53 rows from the Q2 2026 10-Q and the August and September 2026 prospectus supplements: the share of repurchase requests filled each month from April to August 2026, NAV per share and aggregate NAV, common shares versus third-party OP units, the February and June 2026 DST exchanges, the portfolio mix at December 31, 2025 and August 31, 2026, distribution sources, MFFO and liquidity, each with its accession number.

CSV · 26 rows

The data table in this article, as CSV

The 26-row table from this article as CSV: Fund (SEC CIK), Filed result, Period, Source. Sources are listed in the article.

CSV · 10 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Lender, Parent / owner, 2025 originations, Lifetime…. Sources are listed in the article.

CSV · 20 rows

The data table in this article, as CSV

The 20-row table from this article as CSV: Metric, Q1 2026, YE 2025, YoY change. Sources are listed in the article.

CSV · 14 rows

The data table in this article, as CSV

The 14-row portfolio table from this article as CSV (7 rows as of September 30, 2025 and 7 rows as of March 31, 2026): Sleeve, Approx % of net assets, What it actually is. Sources are listed in the article.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Attribute, Cityfunds (verified), Source. Sources are listed in the article.

CSV · 213 rows

Civic Financial Services: ownership, HMDA 2018-2023, legacy loan sale, breach checks, complaints and published terms

213 rows: Civic’s owners and the SEC filings that date them; its HMDA originations for 2018-2023 (loans, dollars, note rates, states, denials); the 2024 sale of its legacy loans and the securitization pool that holds Civic-originated loans; breach searches in two state attorney general databases; CFPB complaint counts; Trustpilot and BBB; and the loan terms on its website read October 8, 2026. One source per row.

CSV · 9 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Offer, Offer size, Approx % of NAV tendered, Pro-rated?. Sources are listed in the article.

CSV · 68 rows

Compound Real Estate Bonds: every filed figure, 2024 to September 2026

Income, balance sheet, related-party balances and liquid cover of the bonds for Compound Real Estate Bonds, Inc. (SEC CIK 0001919204), from the FY2025 Form 1-K and the Form 1-SA for the six months ended June 30, 2026, with the accession number of each figure.

CSV · 6 rows

The data table in this article, as CSV

The 6-row comparison table from this article as CSV: Platform, Min, Fee, Return Target, Liquidity. The Concreit row was updated on October 7, 2026 from SEC filings.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Feature, Concreit, Groundfloor. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Lender, TTM volume, Channel, Ownership…. Sources are listed in the article.

CSV · 330 rows

CoreVest Finance: Redwood Trust filings, HMDA 2018-2025, CAFL securitizations, published loan terms

Quarterly CoreVest fundings from Redwood's earnings releases, the June 30, 2026 delinquency and legacy-loan tables from its 10-Q, CoreVest's HMDA records for 2018-2025 (originations, denials, 30-year rates by size and state), the CAFL trusts with Form ABS-15G filings on EDGAR, the loan terms CoreVest publishes on its website on October 8, 2026, and complaint and court checks.

CSV · 28 rows

Cottonwood Communities: NAV per share 2022-2026 and monthly share repurchases, July 2025 to June 2026

Sixteen NAV observations from the June 2022 peak to the September 2026 transaction price, and twelve months of repurchases with the percentage of NAV and average price, one accession per row.

CSV · 7 rows

CrowdStreet REIT I (C-REIT): NAV per share from the $1,000 launch to $668.85 at June 30, 2026

Net asset value per share of CrowdStreet REIT I at inception and at every year-end plus September 30, 2024 and June 30, 2026, with the move and the filing each figure comes from. Seven rows.

CSV · 264 rows

CrowdStreet review: comparison table, court and FINRA records, and all 216 realized deals in CrowdStreet's track record

The 8-row comparison table from this review, 40 rows of records (CrowdStreet's realized track record by year, BrokerCheck, the W.D. Tex. class action and the three AAA arbitration decisions, the Schwartz criminal and SEC cases, escrow, Form ADV, CrowdStreet REIT I, and from October 10, 2026 the Form CRS fees and minimums, the broker-dealer's audited balance sheet and net capital, and the offerings page), and one row for each of the 216 realized deals in CrowdStreet's own track record (as of January 24, 2025) with amount invested, IRR, equity multiple and hold. Source on every new row.

CSV · 138 rows

CrowdStreet vs Fundrise: CrowdStreet's 30 private funds (Form ADV and Form D), CrowdStreet REIT I and Fundrise's Flagship interval fund from SEC filings

Current gross asset value, minimum and owners for each of the 30 private funds in CrowdStreet Advisors' Form ADV (August 28, 2026); amount sold, investors and exemption from each of the 20 matching Forms D; CrowdStreet REIT I NAV, returns, fees and terms; Fundrise Real Estate Interval Fund NAV, returns, distributions, fees, flows and repurchase terms; both advisers' regulatory assets. Rows marked 'our arithmetic' are our calculations.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Tool, Billed monthly, Billed annually, Free tier. Sources are listed in the article.

CSV · 249 rows

Deephaven Mortgage: HMDA 2019-2025, DSCR-type loan rates by state and segment, DRMT securitizations, program terms and complaints

Deephaven Mortgage LLC's HMDA originations and purchases for 2019-2025; its 2024 and 2025 DSCR-type loans (count, dollars, percentile note rates, loan size, LTV, purpose, units, entity borrowers, channel, buyers) split into loans it originated and loans it bought; ten states and rate by LTV, size and purpose for 2025; denials; Angel Oak Mortgage Solutions as a benchmark; the 29 Deephaven Residential Mortgage Trusts with SEC Form ABS-15G filings, its Rule 15Ga-1 repurchase reports and one due-diligence summary; KBRA pool data; its published DSCR terms; ownership; and CFPB complaints. One source per row.

CSV · 31 rows

The data table in this article, as CSV

The 29-row table from this article as CSV: Date, Event. Sources are listed in the article.

CSV · 180 rows

DLP Capital: every DLP-affiliated SEC filer, Form D offerings, adviser record, DLP Positive Note Fund financials, DLP Bank call reports and court record (180 rows)

Latest Form D or Form D/A for each of 21 DLP offerings (amount sold, investors, offering size, minimum, sales commissions), annual Form D/A series for DLP Preferred Credit Fund and DLP Building Communities Fund, Reg A filings of DLP Positive Note Fund and DLP Positive Fixed Returns Fund, the DLP Capital Advisors Form ADV record, FDIC call-report figures for DLP Bank, the 2021 Sunnyside Bancorp 8-Ks, fund terms from the DLP Access Fund N-2, DLP website claims and court docket facts. One SEC accession or URL per row.

CSV · 43 rows

The data table in this article, as CSV

The 43-row table from this article as CSV: 18 fund-term rows (DLP Housing Fund vs Origin IncomePlus), plus court-docket rows and SEC Form D rows added October 6 and 13, 2026. Sources are listed in the article.

CSV · 320 rows

Dominion Financial Services: HMDA 2018-2025, loan terms on its website, SEC filings, complaint and court checks

Dominion Financial Services' federal HMDA records for 2018 to 2025 (originations, approved-not-accepted applications, 30-year and short-term loans, rates by size and state), the loan terms and company claims on dominionfinancial.com on October 9, 2026, its SEC Form D and Form ABS-15G, N-PORT holding of its RTL notes, and CFPB, Maryland regulator and court checks, with a five-lender HMDA comparison.

CSV · 129 rows

Doorvest record: Regulation Crowdfunding filings, FY2023 statements, loans, fees and website claims

129 rows: Doorvest Inc.'s six EDGAR filings, revenue, loss, assets and debt for FY2020 to FY2024, the FY2023 consolidated statements, the Pollen Street and Pier Asset loans, five N-PORT marks of a Doorvest credit facility, the property-management fee terms and website claims dated October 11, 2026, and HomeUnion's Form D and Regulation A filings.

CSV · 13 rows

The data table in this article, as CSV

The 13-row table from this article as CSV: Attribute, Elevate Money REIT I (verified), Source. Sources are listed in the article.

CSV · 6 rows

The data table in this article, as CSV

The 6-row comparison table from this article as CSV: Product, Yield, Min, Term, Liquidity, Accreditation, Issuer credit. Sources are listed in the article.

CSV · 9 rows

The data table in this article, as CSV

The 9-row table from this article as CSV: Metric, Value, Forensic significance. Sources are listed in the article.

CSV · 16 rows

The data table in this article, as CSV

The 16-row table from this article as CSV: Metric, Verified detail, Source. Sources are listed in the article.

CSV · 349 rows

The data table in this article, as CSV

Every Form D figure for EM Alpine (Alpine Notes), EM Ascent Fund I, EM Notes and EM Ascent Fund REIT; 209 per-deal SPV Form D filings 2015-2026 and 14 EM CRE Strategies I series filings with accession links; Form ADV figures for EM Advisor and Larson Capital Management; broker-dealer and exemption checks; website claims as of October 10, 2026; and the 8-row platform comparison.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Feature, EquityMultiple, Fundrise. Sources are listed in the article.

CSV · 29 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Distribution metric, Value, As of, Source. Sources are listed in the article.

CSV · 145 rows

Express Capital Financing: published loan terms, New York City recorded mortgages and assignments, record checks

145 rows: the terms on expresscapitalfinancing.com on October 10, 2026 (seven programs, FAQ answers, company claims), the mortgages and assignments naming Express Capital Financing or Express Capital Holdings in New York City property records from 2021 to September 2026, the six assignments to Constructive Loans, and checks of HMDA filer lists 2018-2025, the CFPB complaint database, SEC EDGAR and federal dockets.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Parameter, Farm Bureau Bank DSCR (Published). Sources are listed in the article.

CSV · 265 rows

FarmTogether SEC record: every farm offering, the Sustainable Farmland Fund, the adviser record and the website's claims

One row per FarmTogether farm offering and metric from its latest Form D (43 offerings: amount sold, investors, minimum, days from first sale to first filing), totals by year, every Sustainable Farmland Fund Form D, FarmTogether, Inc.'s own raises, the Form ADV and IAPD record, and the claims on farmtogether.com dated October 8, 2026.

CSV · 87 rows

First American Exchange Company: exchange funds 2006-2026 from FAF filings, the First American Trust ramp, disclosure wording, five state QI laws and three QI failures

Like-kind exchange funds at each year end from 2006 to 2025 and at five 2025-2026 quarter ends, from First American's annual and quarterly reports; the amounts held at its own banks (First Security Business Bank 2008-2011, First American Trust 2025-2026); the wording of the liability and deposit sentences by year; the bond, errors and omissions and account rules of the California, Connecticut, Maine, Virginia and Washington statutes; and the LandAmerica 1031 Exchange Services, Southwest Exchange and 1031 Tax Group failures. Each row names its filing, statute or document.

CSV · 85 rows

First National Realty Partners: lawsuit docket, Form D filings and platform comparison

85 rows: the 8-row platform comparison (FNRP, EquityMultiple, CrowdStreet), court events and allegations in the four federal cases (D.N.J. 3:25-cv-01119, 3:25-cv-13714, 3:26-cv-08948; E.D.N.Y. 2:25-cv-00780), the latest Form D of each of the 28 FNRP-sponsored funds named in the court papers, 19 Form D filings from 16 further issuers since January 2024, all with SEC accession numbers, plus the FINRA BrokerCheck search and FNRP's own 2025-2026 results as it reports them.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Reg A+ (public, retail), Rule 506(c) (private, accredited). Sources are listed in the article.

CSV · 59 rows

Fortress Net Lease REIT: NAV reconciliations, class NAVs, cash flow and fee add-backs, affiliate purchases, debt and fee units

Four NAV reconciliations (December 2024 to June 2026) with the unrealized appreciation line and units outstanding, July 2026 NAV by class, operating cash flow and the fees paid in units, tax character, the 2025 performance units and their repurchase, purchases from Adviser affiliates, every loan with its maturity and build-to-suit commitments, one SEC accession per row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Sleeve, Approx % of net assets. Sources are listed in the article.

CSV · 39 rows

FS Credit Real Estate Income Trust: NAV, repurchases, distributions, past-due loans, reserves and borrowings, 2025-2026

NAV per share, the 2026 distribution rate and reduction, monthly repurchases, distribution sources and tax character, loan aging, CECL reserves, risk-rated-5 loans, collateral mix, real estate owned, borrowings and nonaccrual share, one SEC accession per row.

CSV · 56 rows

The data table in this article, as CSV

The FY2025 table from this review plus 2026 rows from the June 30, 2026 N-CSRS, Forms NPORT-P, N-23C3A, N-CEN, 4 and 144 and the prospectus dated May 1, 2026. Each new row names its SEC filing.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Fundrise Income RE Fund, Fundrise Flagship, Arrived Private Credit Fund…. Sources are listed in the article.

CSV · 13 rows

The data table in this article, as CSV

The 13-row table from this article as CSV: Year, Fundrise Net Return, Vanguard VNQ (Public REIT ETF), S&P 500. Sources are listed in the article.

CSV · 16 rows

The data table in this article, as CSV

The 16-row table from this article as CSV: Factor, VCX (Fundrise Innovation Fund), DXYZ (Destiny Tech100). Sources are listed in the article.

CSV · 10 rows

The data table in this article, as CSV

The 10-row table from this article as CSV: Feature, Fundrise, Arrived Homes. Sources are listed in the article.

CSV · 17 rows

The data table in this article, as CSV

The 17-row table from this article as CSV: Feature, Fundrise, Groundfloor. Sources are listed in the article.

CSV · 189 rows

Genesis Capital: ownership, Rithm Capital filings, HMDA 2023-2025, website terms

The ownership chain from Oaktree to Goldman Sachs to Rithm Capital, Genesis loan volumes, segment results, the June 30, 2026 loan book and 90-day delinquency series from Rithm's 10-K and 10-Q filings, the terms Rithm discloses, HMDA 2023-2025 for Genesis Capital, LLC (LEI 254900114YHTRFBALC74), the terms and licences on genesiscapital.com on October 10, 2026, and complaint, court and same-name checks.

CSV · 106 rows

Griffin Funding: HMDA 2024-2025 loan data, DSCR claims, licensing and CFPB complaints

Griffin Funding's HMDA totals for 2018-2025 by action taken and its LEI record; its 2025 business-purpose rental loans (count, dollars, median and percentile note rates, loan size, LTV, purpose, units, states, denials); Angel Oak Mortgage Solutions' 2025 DSCR-type loans as a benchmark; Griffin's own published DSCR terms and volume claims; licensing; and all 13 CFPB complaints. One source per row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Product, Yield, Min, Term…. Sources are listed in the article.

CSV · 67 rows

The data table in this article, as CSV

The 11-row platform comparison plus rows of loan-book, vintage, loss, foreclosure and repaid-loan outcome data from Groundfloor's Forms 1-K, 1-SA and its March 2026 offering circular, each with its SEC link.

CSV · 11 rows

The data table in this article, as CSV

The 11-row table from this article as CSV: Feature, Groundfloor, Arrived Homes. Sources are listed in the article.

CSV · 42 rows

GTJ REIT: NAV per share 2016-2025, the 2026 redemption, tender offers, dividends, debt and pay

Ten year-end NAVs with the 2025 appraisal build, the redemption price and the equity-plan value, the June 2026 redemption, every tender offer since 2018 with its result, dividends and coverage, the main loans, cash and executive pay, one SEC accession per row.

CSV · 155 rows

Here Collection LLC: 13 vacation-rental series, offering amounts, purchase and sale prices, fees, operating results, distributions and liquidation per share

Per-series data for the 13 funded series of Here Collection LLC (CIK 1876769): interests sold at $1.00, closing dates, purchase-agreement prices, service fees paid to the manager, 2023 rental revenue and net loss, impairments, mortgages and refinancings, operating distributions per share, 2024 gross sale prices, and the January 2025 liquidation table (closing costs, mortgage repaid, repayment to the manager, claims reserve, payout per share); plus the wind-down events and the manager Here Investments Inc.'s FY2023 Form C-AR figures. One SEC accession per row.

CSV · 46 rows

Highlands REIT, 2016-2026: estimated value per share, G&A, buybacks, tenders, occupancy and annual-meeting turnout

Every estimated value per share since the April 2016 spin-off, ten years of general and administrative expense, the 2023 Dutch-auction tender, the 2025 buyback from the former CEO, the mini-tender and self-tender prices, the Hudson facility's revenue and impairment, occupancy and quorum counts, one SEC accession per row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Dimension, HGIT, JLLIPT, AIREIT…. Sources are listed in the article.

CSV · 78 rows

Hines Global Income Trust: July and August 2026 NAV, property mix by value, annual-meeting votes

78 rows from the September 16 and August 17, 2026 NAV 8-Ks, 424B3 Supplement No. 8, the September 29 annual-meeting 8-K and presentation, the October 6 acquisitions 8-K, the Q2 2026 10-Q (June 30 NAV, April to June repurchases, debt, post-quarter trades) and the FY2025 10-K distribution-source tables, each with its accession number.

CSV · 130 rows

Home Partners of America inside BREIT: homes, joint ventures, Tricon, impairments, layoffs and the $34 million tenant settlement (130 rows)

Home Partners of America homes, occupancy and joint-venture interests in every BREIT 10-K from 2021 to 2025 and the June 30, 2026 10-Q; the 2021 acquisition disclosures; single family rental risk retention securities; impairments that include single family rental homes; BREIT's Tricon stake and the fees it pays Tricon to manage the homes; the Illinois WARN notice; HPA's 2014-2016 Form D filings; and the court record of the $34 million tenant class settlement (Northern District of Illinois No. 1:25-cv-07849). Source and accession or URL on every row.

CSV · 7 rows

The data table in this article, as CSV

The 7-row table from this article as CSV: Metric, Marketing (pre-2024), SEC Form D reality. Sources are listed in the article.

CSV · 167 rows

iCapital in the filings: Form D census, Form ADV, brochure fees, BrokerCheck and X-17A-5

167 rows: a census of the 457 iCapital-named pooled funds on SEC EDGAR (latest Form D of each), the 15 largest by amount sold, iCapital Advisors' Form ADV Part 1A figures, the fee and minimum ranges in its Part 2A brochure, FINRA BrokerCheck records for iCapital Markets and the unrelated Datek-era firm, and iCapital Markets' audited statement of financial condition. Columns: section, date_or_period, metric, value, unit, source, source_id, note.

CSV · 12 rows

Inland Real Estate Income Trust: every estimated per-share value, 2012-2026

Every estimated per-share value Inland Real Estate Income Trust (SEC CIK 1528985) has published from the 2012 offering price to the latest board estimate, split-adjusted, with the SEC form and accession number each one came from.

CSV · 6 rows

The data table in this article, as CSV

The 6-row table from this article as CSV: Event, Date, What holders received. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Segment, Role in the portfolio, Note. Sources are listed in the article.

CSV · 100 rows

IPX1031: website claims, ownership chain, 2008 LPS disclosures, FNF exchange fees and balances 2021-2025, LandAmerica and Hays record, Washington statute (100 rows)

100 rows: dated IPX1031 website claims (bond, guaranty, insurance, account structure) read through Internet Archive copies; where Investment Property Exchange Services appears in Exhibit 21 of Fidelity National Financial, Fidelity National Information Services and Lender Processing Services filings, 2001-2009; the September 30, 2008 market value and contingent liability figures and the $8.7 million impairment from Lender Processing Services; FNF's fees earned and average exchange balances 2021-2025 and its tax-deferred exchange income line 2019-2026; the LandAmerica 1031 failure, the Hays settlement and the 1031 Tax Group fraud; and Washington's exchange facilitator statute and the Treasury regulation. Each row cites an accession number or URL.

CSV · 14 rows

The data table in this article, as CSV

The 14-row table from this article as CSV: Dimension, JLLIPT, BREIT, SREIT…. Sources are listed in the article.

CSV · 8 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Share class, NAV (Jul 31, 2026), Shares/units outstanding, NAV per share…. Sources are listed in the article.

CSV · 151 rows

Kay Properties & Investments: FINRA BrokerCheck record and Form D filings of Cove and third-party DSTs, 2021-2026 (151 rows)

FINRA BrokerCheck facts for FNEX Capital (the broker-dealer behind Kay Properties), the predecessor broker-dealers and the two principals; Cove Capital Investments offerings by year; one row per Cove offering (85) with offering amount, amount sold, investors, sales commission and Item 16 payments to related persons; and 30 third-party offerings whose Form D names a representative at Kay's Torrance office. One SEC accession or FINRA URL per row.

CSV · 21 rows

KBS REIT III: estimated value per share 2017-2025, loans at June 30, 2026, and offers for the shares

Ten board-approved values per share, the seven loans outstanding with their maturities, and the four mini-tender offers the company answered, one accession per row.

CSV · 13 rows

The data table in this article, as CSV

The 13-row table from this article as CSV: Kiavi, Lima One. Sources are listed in the article.

CSV · 15 rows

The data table in this article, as CSV

The 8-row table from this article as CSV: Dimension, KREST, JLLIPT, FS Credit REIT…. Sources are listed in the article.