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.

Available Report

Hover mouse over program name for description.

Sponsor NameProgram NameCategory
Altavian, IncAltavianReg D- Drones
Attrachi AutomotiveAttrachi Fund IReg D – Automotive Private Equity
CAI InvestmentsCAI Las Vegas Hotel PartnersReg D – Hospitality
CAI InvestmentsReno Opportunity Zone Fund 1QOZ; Reg D – Hospitality
Citivest Commercial InvestmentsPacific Coast Commercial VenturesReg D – Commercial Real Estate
Citivest Commercial InvestmentsSponsor ReportSponsor – Retail
FCETFuel Cell Enabling TechnologiesReg D – Technology
G3 AutomotiveVincere Fund IReg D – Automotive Private Equity
GK DevelopmentSponsor Report
GK DevelopmentSecured Income V Update
GK InvestmentHoldings Fund IIReg A- Bonds
GK InvestmentGK Opportunity Zone Fund IOZ- Reg D commercial
Hanna Street Automotive GroupHanna Street Fund IReg D – Automotive Private Equity
Hartman Income REITHartman Total ReturnREIT – Commercial
Hartman Income REITHartman Retail III DSTDST – Retail
Hatteras FundEverygreen Private Equity FundReg D- Private Equity
HC2 CapitalCSL Flagstaff Senior Housing BReg D – Senior Housing
HC2 CapitalTCR Denver Multifamily B, LP
HC2 CapitalRaleigh Student Housing B, LP.Reg D- Student Housing
Homebound ResourcesStrategic Energy Assets VIII Access FundReg D – Oil & Gas Recovery
Homebound ResourcesSponsor ReportSponsor
Homebound ResourcesStrategic Energy Assets VIII RIA FundReg D-Oil & Gas Recovery
IGFIGF Fund II Green REIndustrial Real Estate
JPR ManagerJPR Capital TwoConservation Easement
JPR ManagerSponsor ReportSponsor – Conservation Easement
Kiron CapitalKiron Mid Market Cap. AcquisitionsReg D- Healthcare
Lateral Investment Niagara Plus Income Fund Reg D- Private Debt
Legendary CapitalLegendary Lodging VAB QOZQOZ; Reg D – Hospitality
Legendary Capital Legendary REVIVE G&I QOZ- Hospitality
Madison CapitalGo Store It BlufftonDST Storage
Madison CapitalRichmond OZ FundQOZ Bus. Interest storage
Madison CapitalMt. Pleasant TICTIC Storage
Madison CapitalMCG Raleigh Storage DSTDST Storage
Madison Capital GroupMCG Charlotte Hwy 29 MultifamilyReg D - Multifamily
Madison Capital GroupGo Store It Greenville DST Reg D - Storage
Madison Capital GroupMCG Naples DSTReg D - Storage
Madison Capital GroupRaleigh Wakefield MultifamilyReg D - Multifamily Pref Equity
Madison Capital GroupSponsor ReportSponsor - Storage and Multifamily
Moody National Moody Financial Fund IIReg D- Private Debt
NB Private CapitalSponsor ReportSponsor - DSTs
NB Private CapitalNBPC Campus WalkDST Student Housing
Nelson PartnersPreferred Equity FundReg D- Student Housing
Nelson PartnersSol y LunaDST Student Housing
Old Ivey CapitalSponsor ReportSponsor CE
Phoenix American HospitalityAmerican Hospitality Properties REITReg A – Hospitality
QS Capital StrategiesQuilvest USAReg D Mid Market Debt & Equity
Red Door Capital AuthviaReg D Texting Payments
Red Door Capital Sponsor ReportSponsor Diversified Programs
Redwood Mortgage InvestorsRedwood Mortgage CorporationSponsor/Reg D. - RE Lending
Reiselman Motor CompanyReiselman Fund IReg D – Automotive Private Equity
ResourceDiversified Income Fund UpdateInterval Fund – Div.
ResourceCredit Income Fund UpdateInterval Fund – Credit
Sixty WestAugustine Clay Investment Reg D Conservation Easement
Sixty West Bayou Serpent InvestmentReg D Conservation Easement
SmartStopStudent Senior Housing Trust (Public)REIT – S&S
SmartStopREIT Advisors Sponsor ReportSponsor
SME CapitalSeries H 2022 NotesReg D – Middle Markets
Spring HillsPreferred Equity Fund Follow OnReg D – Senior Housing
Valley ForgeFund XIIIReg D- Diversified RE
VisionWise CapitalSponsor ReportSponsor – Multi Family
VisionWise CapitalVWC Orange County Multifamily Fund IIIREIT – Multifamily

Reports In Progress

Sponsor NameProgram NameCategory
CAI InvestmentsCAI Pactiv DSTDST Commercial Prop.
HartmanHartman Total Return UpdateREIT- Commercial Inc. RE
HartmanHartman vREIT XXI, IncREIT- Public Commercial RE
MacDonald RealtySponsor ReportSponsor – Multi Family
MetroMarke, LLCMetroMarke Rehab Partners I, L.P.Reg D- Develop RE
Variant Investment, LLCVariant Alternative Income Fund40 Act – Interval Fund

Other Reports

Sponsor NameProgram NameCategory
CION Investment GroupCION Investment Follow OnBDC – Follow On
GK DevelopmentSponsor ReportSponsor – Diversified Real Estate
GK DevelopmentSecured Income V UpdateReg A – Unsecured Bonds
Griffin CapitalEssential Asset REIT II Follow-OnREIT – CORE Properties
Griffin CapitalInstitutional Access Credit FundInterval Fund – Credit
SmartStopStrategic Storage Growth Trust MergerREIT Merger – SSGT & SSTII
SmartStopStrategic Storage Growth Trust IIReg D – Self Storage
Tri-Land PropertiesSponsor ReportSponsor – Grocery Anchored