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
Phoenix American HospitalityAmerican Hospitality Properties REITReg A – Hospitality
ResourceApartment REIT III UpdateREIT – Multi Family
Attrachi AutomotiveAttrachi Fund IReg D – Automotive Private Equity
MacDonald RealtyBuddy Mac Holdings – 10% Note OfferingReg D – Promissory Note
CAI InvestmentsCAI Las Vegas Hotel PartnersReg D – Hospitality
Carter Multi FamilyCarter Multi Family Growth & Income FundREIT – Multi Family
CION Investment GroupCION Ares Diversified Credit Fund UpdateInterval Fund – Diversified
HC2 CapitalCSL Flagstaff Senior Housing BReg D – Senior Housing
Go Store It PartnersDerita Road StorageReg D – Self Storage
ESG Clean EnergyESG-H1Reg D – Clean Energy
FCETFuel Cell Enabling TechnologiesReg D – Technology
Hanna Street Automotive GroupHanna Street Fund IReg D – Automotive Private Equity
Hartman Income REITHartman Retail III DSTDST – Retail
Heartland Production & RecoveryHeartland Drilling Fund IReg D – Oil & Gas
Go Store It PartnersLouisville Storage DSTDST – Self Storage
Madison CapitalMCG Folly Storage InvestorsReg D – Self Storage
Moody NationalMoody 2019 7% Unsecured NoteReg D – Promissory Note
Lambda ManagementOpportunity Fund IReg D – Diversified Real Estate
Citivest Commercial InvestmentsPacific Coast Commercial VenturesReg D – Commercial Real Estate
Spring HillsPreferred Equity Fund UpdateReg D - Senior Housing
Reiselman Motor CompanyReiselman Fund IReg D – Automotive Private Equity
HC2 CapitalSAC State Student Housing BReg D – Student Housing
Preferred Apt. CommunitiesSeries A Preferred Follow-On UpdatePreferred Stock
SME CapitalSeries H 2022 NotesReg D – Middle Markets
Preferred Apt. CommunitiesSeries M Redeemable UpdatePreferred Stock - No Load
Time EquitiesSponsor ReportSponsor – Commercial Real Estate
Tri-Land PropertiesSponsor ReportSponsor – Grocery Anchored
Sixty WestSponsor ReportSponsor- Conservation Easement
Carter Multi FamilySponsor ReportSponsor – Multi Family
Citivest Commercial InvestmentsSponsor ReportSponsor – Retail
NB Private CapitalSponsor ReportSponsor - DSTs
VisionWise CapitalSponsor ReportSponsor – Multi Family
Cantor FitzgeraldSponsor ReportSponsor – Diversified Real Estate
SmartStopStrategic Storage Growth Trust IIReg D – Self Storage
SmartStopStrategic Storage Trust IV UpdateREIT – Self Storage
SmartStopStudent Senior Housing Trust (Public)REIT – S&S
NB Private CapitalThe Nine DSTDST – Student Housing
Valley ForgeVF Real Estate IIIReg D – Diversified Real Estate
Hartman Income REITvREIT XXI UpdateREIT – Commercial Real Estate
VisionWise CapitalVWC Orange County Multifamily Fund IIIREIT – Multifamily

Reports Currently In Progress

Sponsor NameProgram NameCategory
SmartStopAsset Management Sponsor ReportSponsor
ResourceCredit Income Fund UpdateInterval Fund – Credit
ResourceDiversified Income Fund UpdateInterval Fund – Div.
Griffin CapitalEssential Asset REIT II UpdateREIT – CORE Properties
Hartman Income REITHartman Total ReturnREIT – Commercial
IGFIGF Fund II Green REIndustrial Real Estate
JPR ManagerJPR Capital TwoConservation Easement
Lodging FundLegendary Lodging VAB QOZQOZ; Reg D – Hospitality
Spring HillsPreferred Equity Fund Follow OnReg D – Senior Housing
Redwood Mortgage InvestorsRedwood Mortgage CorporationSponsor/Reg D. - RE Lending
SmartStopREIT Advisors Sponsor ReportSponsor
CAI InvestmentsReno Opportunity Zone Fund 1QOZ; Reg D – Hospitality
GK DevelopmentSecured Income V UpdateReg A – Unsecured Bonds
Homebound ResourcesSponsor ReportSponsor
Hartman Income REITSponsor ReportSponsor – Commercial Real Estate
JPR ManagerSponsor ReportSponsor – Conservation Easement
MacDonald RealtySponsor ReportSponsor – Multi Family
GK DevelopmentSponsor ReportSponsor – Diversified Real Estate
Homebound ResourcesStrategic Energy Assets VIII Access FundReg D – Oil & Gas Recovery
HC2TCR Denver Multi Family BReg D – Multi Family
G3 AutomotiveVincere Fund IReg D – Automotive Private Equity

Other Recently Completed Reports

Sponsor NameProgram NameCategory
CION Investment GroupCION Investment Follow OnBDC – Follow On
G.K. DevelopmentDeMarcay Development Preferred PartnersReg D – Commercial Real Estate
Griffin CapitalEssential Asset REIT II Follow-OnREIT – CORE Properties
G.K. DevelopmentGK Investment HoldingsReg A – Unsecured Bonds
King OperatingHoward County Fund I RegD–Oil&Gas
Griffin CapitalInstitutional Access Credit FundInterval Fund – Credit
King OperatingLarimer County Energy FundRegD–Oil&Gas
Moody NationalREIT II MergerREIT – Hospitality
Cantor FitzgeraldRodin Global Property TrustREIT – Net Lease
Cantor FitzgeraldRodin Income TrustREIT – Debt
Puget Sound ManagementSeattle & W. Washington Real Estate FundReg D – Residential RE
ResourceSponsor ReportSponsor
Spring HillsSponsor ReportSponsor
HC2 CapitalSponsor ReportSponsor – Student Housing
King OperatingSponsor ReportSponsor – Oil & Gas
Phoenix American HospitalitySponsor ReportSponsor – Hospitality
CION Investment GroupSponsor ReportSponsor
SmartStopStrategic Storage Growth Trust MergerREIT Merger – SSGT & SSTII