Buttonwood Investment Services offers two different levels of reports, both program reports and complete sponsor reports for those clients who want a more in-depth investigation. Specialty reports are also available on an individual basis. The reports listed below offer a sampling of reports from the last 12 months that are currently available. The list below does not include all reports completed by Buttonwood. As such, if you are in need of a report that is not shown below or want to just request directly, please contact Gwen Woodbury at or (303) 730-3399 ext 207.

Sample of completed reports from Buttonwood:

Hover mouse over program name for description.

Sponsor NameProgram NameCategory
Madison RealtyAlta RidgeSenior Care DST
Dahn AmericaAmerica360 IIReg D Self Storage
Dahn AmericaAmerica360 Storage IV DSTReg D – SS DST
Resource Real EstateApartment REIT IIIApartment REIT
MacDonald RealtyBuddy Mac HoldingsReg D – Debenture
Cole CapitalCCIT IIIREIT - Industrial NNN
CIONCION Ares Diversified Credit FundInterval Fund – Div.
CIONCION Investment Follow OnBDC – Follow On
Resource Real EstateCredit Income FundInterval Fund
Resource Real EstateDiversified Income FundInternal Fund – Div.
ForumForum Income Fund IReg D – R.E. Landing
Franklin SquareFS Global Credit Opp Fund T, ADVGlobal BDC
Franklin SquareFS One Equity ProgramReg D Private Equity
Griffin CapitalGIREXInterval Fund/RE
KBSGrowth & Income REITREIT – G & I
Griffin CapitalHealthcare REIT IVREIT - Healthcare
Lennox Properties, LLCIncome & Opportunity Fund I, LLCReg D – Real Estate
Resource Real EstateInnovation Office REITREIT - Office
IGFInvestment Grade Fund I UpdateReg D – Real Estate
Redwood MortgageInvestors IX Follow-OnREIT Mortgage
Carter ValidusMission Critical REIT II UpdateREIT II
MVP Capital PartnersMVP Preferred SharesREIT – Parking Lots
Griffin/Phillips EdisonPECO REIT IIIGrocery REIT
Smart StopPreferred A Units OfferingInvestment Sponsor
Smart StopReno DSTStudent Housing DST
Madison RealtySenior Care Fund Sr. Care Fund
Dahn AmericaSponsor ReportSponsor/Self Storage
Resource Real EstateSponsor ReportSponsor
LingerfeltSponsor ReportSponsor
MacDonald RealtySponsor ReportSponsor
Madison RealtySponsor ReportSponsor
CIONSponsor ReportSponsor
Carter ValidusSponsor ReportSponsor
GWGSponsor ReportLife Settlements
HartmanSponsor ReportSponsor
Lennox Properties, LLCSponsor ReportReal Estate
US EnergyStrategic Energy Income Fund VReg D - O&G Income
KBSStrategic Opportunity IIREIT – Growth
Smart StopStrategic Storage Growth Trust UpdateREIT – Self Storage
SmartStopStrategic Storage Trust IVREIT – Self Storage
Smart StopStrategic Student & Senior Storage TrustReg D – Mixed
GPBWaste ManagementReg D – Waste Mgmt

Reports Currently In Progress

Sponsor NameProgram NameCategory
U.S. Energy2017 Drilling A&B FundsReg D – O & G Drilling
Phoenix American HospitalityAmerican Hospitality Properties Fund IIREIT – Hospitality
Dahn AmericaAurora Development FundReg D – Self Storage
W.P. Carey, Inc.CCIF – Q4 2016 UpdateBDC
First CapitalFirst Capital Investment CorpBDC
G.K. DevelopmentG.K. Investment HoldingsReg A – Unsecured Bonds
GriffinInstitutional Access Credit FundInterval Fund - Credit
Moody NationalREIT II MergerREIT – Hospitality
Cantor FitzgeraldRodin REITREIT – Div. NNN
Preferred Apt. CommunitiesSeries A Preferred Follow-OnPreferred Stock
Preferred Apt. CommunitiesSeries M Redeemable Preferred StockPreferred Stock
Iron Gate Capital, LLCSponsor ReportReg D – Cyber Defense
Spring HillsSponsor ReportReg D
First CapitalSponsor ReportSponsor
MVP Capital PartnersSt. Louis Parking LotReg D – DST
W.P. Carey, Inc. Watermark II Q4 2016 UpdateREIT – Hospitality

Other Recently Completed Reports

Sponsor NameProgram NameCategory
Ladenburg Thalmann Alternative Strategies Fund Interval Fund
Amazing EnergyAmazing Energy Partners - 2016Reg D – O & G Drilling
Bryan EnergyBryan Energy LP#38 - 2016Reg D – O & G Drilling
W.P. CareyCCIF Q3 2016 UpdateBDC
Franklin Square FSIC IV BDC
Pacini/HatfieldHedge FundMoney Manager
HinesHMS Income Fund Follow OnIncome Fund – BDC
Dividend CapitalLogistics Property TrustOffice REIT
MCIMCI Preferred Equity FundReg D Mortgage
Preferred Apt. CommunitiesPreferred Stock OfferingPreferred Stock
Forum PartnersQuantum Investments Co. LtdReg D London Office
VersusRE Income FundInterval Fund
RREEF AmericaRREEF Property Trust 2Q Update REIT – Mortgage
SandlapperSL Opportunity FundReg D–Pref Eq/Debt
Lightstone GroupSponsorSponsor
Dividend CapitalSponsor ReportSponsor
KBSSponsor ReportSponsor
MCISponsor ReportSponsor-RE Lending
Forum PartnersSponsor ReportSponsor
MVP Capital Partners, LLCSponsor ReportSponsor
Smart StopSponsor ReportSponsor
Franklin SquareSponsor ReportSponsor
VirtusVirtus RE Inc Fund IILP Income Fund
W.P. Carey, Inc.Watermark II Q3 2016 UpdateREIT – Hospitality