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
Cantor FitzgeraldRodin Income TrustREIT - Debt
Cantor FitzgeraldSponsor ReportSponsor – Diversified Real Estate
Carter Multi FamilyCarter Multi Family Growth & Income FundREIT – Multi Family
Carter Multi FamilySponsor ReportSponsor – Multi Family
CION Investment GroupCION Ares Diversified Credit FundInterval Fund – Div.
G.K. DevelopmentDeMarcay Development Preferred PartnersReg D – Commercial Real Estate
Go Store It PartnersDerita Road StorageReg D – Self Storage
Griffin CapitalPECO REIT III (Public)REIT – Grocery Anchor
Hartman Income REITvREIT XXIREIT – Commercial Office
HC2Sponsor ReportSponsor – Student Housing
HC2CSL Flagstaff Senior Housing BReg D – Senior Housing
King OperatingSponsor ReportSponsor – Oil & Gas
King OperatingLarimer County Energy FundReg D – Oil & Gas
Moody NationalMoody 2019 7% Unsecured NoteReg D – Promissory Note
Nelson PartnersNB Gathering DSTDST – Student Housing
Phoenix American HospitalitySponsor ReportSponsor - Hospitality
Phoenix American HospitalityFund IIIReg D - Hospitality
Preferred Apt. CommunitiesSeries A Preferred Follow-OnPreferred Stock
Preferred Apt. CommunitiesSeries M RedeemablePreferred Stock - No Load
Reiselman Motor CompanyReiselman Fund IReg D – Auto
ResourceDiversified Income FundInterval Fund – Div.
ResourceApartment REIT IIIREIT – Multi Family
ResourceCredit Income FundInterval Fund – Credit
Sixty WestSponsor ReportSponsor- Conservation Easement
SmartStopStrategic Storage Growth Trust IIReg D – Self Storage
SmartStopStudent Senior Housing Trust (Public)REIT – S&S
SmartStopStrategic Storage Growth Trust MergerREIT Merger – SSGT & SSTII
SmartStopStrategic Storage Trust IV REIT – Self Storage
Spring HillsPreferred Equity FundReg D - Senior Housing
Time EquitiesSponsor ReportSponsor – Commercial Real Estate
Tri-Land PropertiesSponsor ReportSponsor – Grocery Anchored
Valley ForgeVF Real Estate IIIReg D – Diversified Real Estate

Reports Currently In Progress

Sponsor NameProgram NameCategory
CitivestSponsor ReportSponsor
CitivestPacific Coast Commercial VenturesReg D - Commericial
FCETFuel Cell Enabling TechnologiesReg D – Technology
G.K. DevelopmentSponsor ReportSponsor – Diversified Real Estate
G3 AutomotiveVincere Fund IReg D – Auto Dealerships
Hartman Income REITSponsor ReportSponsor – Diversified Real Estate
Hartman Income REITHartman Retail III DSTDST - Retail
HC2 CapitalSAC State Student Housing BReg D – Student Housing
Heartland Production & RecoveryVal Verde Lease ProgramReg D – Oil & Gas
JPR ManagerJPR Capital TwoConservation Easement
JPR ManagerSponsor ReportSponsor
Lambda ManagementOpportunity Fund IReg D – Diversified Real Estate
MacDonald RealtyBuddy Mac Holdings – 10% Note OfferingReg D – Promissory Note
MacDonald RealtySponsor ReportSponsor – Multi Family
NB Private CapitalSponsor ReportSponsor
Phoenix American HospitalityAmerican Hospitality Properties REITReg A – Hospitality
Spring HillsPreferred Equity Fund Follow OnReg D – Senior Housing
VisionWise CapitalSponsor ReportSponsor
VisionWise CapitalVWC Orange County Multifamily Fund IIIREIT – Multifamily

Other Recently Completed Reports

Sponsor NameProgram NameCategory
Black Creek (Dividend Capital)Industrial REIT IV – Program UpdateREIT – Industrial Real Estate
Black Creek (Dividend Capital)Diversified Property FundREIT – Diversified
Broad Reach Retail PartnersShopping Center Fund IIReg D – Grocery Anch.
Cantor FitzgeraldRodin Global Property TrustREIT – Net Lease
CION Investment GroupCION Investment Follow OnBDC – Follow On
CION Investment GroupSponsor ReportSponsor
G.K. DevelopmentG.K. Investment HoldingsReg A – Unsecured Bonds
G.K. DevelopmentSecured Income VReg D – Commercial Lend
Griffin CapitalGIREXInterval Fund – Real Estate
Griffin CapitalEssential Asset REIT II Follow-OnREIT – CORE Properties
Griffin CapitalInstitutional Access Credit FundInterval Fund – Credit
Griffin CapitalHealthcare REIT IVREIT – Healthcare
IGFSponsor ReportReg D – Multi Family
King OperatingHoward County Fund I Reg D – O & G
LingerfeltSponsor ReportSponsor
Moody NationalREIT II MergerREIT – Hospitality
Puget Sound ManagementSeattle & W. Washington Real Estate FundReg D – Residential RE
ResourceSponsor ReportSponsor
SmartStopPreferred B Units OfferingReg D – Preferred Stock
Spring HillsSponsor ReportSponsor
U.S. EnergyStrategic Energy Income Fund VReg D – O & G Income