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Reports

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 gwoodbury@Buttonwoodllc.net or (303) 730-3399 ext 207.

Sample of completed reports from Buttonwood:

Hover mouse over program name for description.

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

Reports Currently In Progress

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

Other Recently Completed Reports

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