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.

Available Report

Hover mouse over program name for description.

Sponsor NameProgram NameCategory
Altavian, IncAltavianReg D- Drones
CAI InvestmentsCAI Las Vegas Hotel PartnersReg D – Hospitality
CAI InvestmentsReno Opportunity Zone Fund 1QOZ; Reg D – Hospitality
CAI InvestmentsCAI Lake Forest Global HQ, DSTReg D - Commercial Real Estate
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 ReportSponsor – Diversified Real Estate
GK DevelopmentSecured Income V UpdateReg A – Unsecured Bonds
GK InvestmentGK Holdings Fund IIReg D - Bonds
GK InvestmentGK Opportunity Zone Fund IReg D – One Commercial Property
Hanna Street Automotive GroupHanna Street Fund IReg D – Automotive Private Equity
Hartman Hartman Total Return Update REIT– Commercial RE
HartmanHartman vREIT XXI ConversionREIT- Public Com. RE
Hartman Income REIT Hartman Retail III DSTDST – Retail
Hatteras FundEvergreen Private Equity FundReg D- Private Equity
HC2 CapitalTCR Denver Multifamily B, LPReg D – Multifamily
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
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 Capital GroupSponsor ReportSponsor- Commercial Real Estate
Madison Capital GroupGo Store It Atlanta (TIC)Reg D – TIC Storage
Madison Capital GroupMCG Naples DSTReg D- Storage
Madison Capital GroupMCG Raleigh Storage DSTReg D - Storage
Madison Capital GroupRichmond OZ FundQOZ Reg D- Business int. storage
Madison Capital GroupMCG Waterstar Investors PrefReg D- Multifamily
MetroMarkeMetroMarke Rehab Partners I, L.P.Reg D – Develop Medical Rehab
Moody National Moody Financial Fund IIReg D- Private Debt
Multiple updates in progress now
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
SmartStopREIT Advisors Sponsor ReportSponsor
SME Series HSeries 2022 NotesReg D – Online Credit
Spring HillsPreferred Equity Fund Follow OnReg D – Senior Housing
Valley ForgeFund XIIIReg D- Diversified RE
Variant Investment, LLCVariant Alternative Income Fund40 Act- Interval Fund
VisionWise CapitalSponsor ReportSponsor – Multi Family
VisionWise CapitalVWC Orange County Multifamily Fund IIIREIT – Multifamily

Reports In Progress

Sponsor NameProgram NameCategory
Bald Eagle PartnersEagle Pioneer Mine, LLCReg D – Gold Mining
MacDonald RealtySponsor ReportSponsor – Multi Family
Madison Capital Group Go Store It Charleston DSTReg D- DST Storage
Madison Capital GroupMCG Charleston MultifamilyReg D- Multifamily
NB Private CapitalNB Meadow View (The Ruckus)Reg D - Student Housing
Resolute Capital PartnersAdvantage Capital Holdings IV AccessReg D – Diversified Commercial
Resolute Capital PartnersAdvantage Capital Holdings IV BDReg D – Diversified Commercial
Resolute Capital Partners Advantage Capital Holdings IV RIAReg D – Diversified Commercial

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