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
Resource Real EstateApartment REIT IIIApartment REIT
CION Investment GroupCION Ares Diversified Credit Fund UpdateInterval Fund – Div.
Resource Real EstateCredit Income Fund UpdateInterval Fund – Credit
Capital SquareCS1031 Richmond, VA ApartmentsDST
G.K. DevelopmentDeMarcay Development Preferred PartnersReg D – Commercial Real Estate
Resource Real EstateDiversified Income Fund UpdateInterval Fund – Div.
Black Creek (Dividend Capital)Diversified Property FundREIT - Div.
Griffin CapitalEssential Asset REIT II (Follow On)REIT – CORE Properties
HC2FRP Student Housing B, LPReg D – Student Housing
Phoenix American HospitalityFund III UpdateReg D - Hospitality
G.K. DevelopmentG.K. Investment HoldingsReg A – Unsecured Bonds
Griffin CapitalGIREXInterval Fund/RE
Black Creek (Dividend Capital)Industrial REIT IV - Program UpdateREIT - Industrial Real Estate
Griffin CapitalInstitutional Access Credit FundInterval Fund - Credit
MacDonald RealtyMeridian ApartmentsReg D – Multi Family
MacDonald RealtyMRG Woodcrest ApartmentsReg D – Multi Family
Nelson PartnersNB Gathering DSTDST – Student Housing
HC2Ole Miss Student Housing BReg D – Student Housing
Griffin CapitalPECO REIT III (Public)REIT – Grocery Anchor
SmartStopPower 5 Conference Student Housing IDST- Real Estate
SmartStopPreferred B Units OfferingReg D – Preferred Stock
Spring HillsPreferred Equity FundReg D - Senior Housing
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
G.K. DevelopmentSecured Income VReg A - Comm. Lend
Preferred Apt. CommunitiesSeries A Preferred Follow-OnPreferred Stock
Preferred Apt. CommunitiesSeries M Redeemable Preferred StockPreferred Stock - No Load
Sixty WestSponsor ReportSponsor- Conservation Easement
Resource Real EstateSponsor ReportSponsor
Spring HillsSponsor ReportSponsor
SmartStopSponsor ReportSponsor
Phoenix American HospitalitySponsor ReportSponsor - Hospitality
Time EquitiesSponsor ReportSponsor
HC2Sponsor ReportSponsor – Student Housing
Tri-Land PropertiesSponsor ReportSponsor
US EnergyStrategic Energy Income Fund VReg D - O&G Income
SmartStopStrategic Storage Trust IVREIT – Self Storage
SmartStopStudent Senior Housing Trust (Public)REIT – S&S

Reports Currently In Progress

Sponsor NameProgram NameCategory
Cion Investment GroupCion Investment CorpInterval Fund
King OperatingKing Monthly Income FundReg D – Oil & Gas
King OperatingLarimer County Energy FundReg D – Oil & Gas
MasterworksMasterworks ArtReg D – Art Masterpieces
Cantor FitzgeraldSponsor ReportSponsor
Cion Investment GroupSponsor ReportSponsor – BDC & Interval Fund
G.K. DevelopmentSponsor ReportSponsor – Diversified Real Estate
IGFSponsor ReportSponsor – Diversified Real Estate
SmartStop Asset ManagementSponsor ReportSponsor – Self Storage
Hartman Income REITSponsor ReportSponsor – Diversified Real Estate
King OperatingSponsor ReportSponsor – Oil & Gas
SmartStop Asset ManagementStrategic Storage Growth Trust IIReg D – Self Storage
SmartStop Asset ManagementStrategic Storage Trust IV UpdateREIT – Storage
Hartman Income REITvREIT XXI UpdateREIT

Other Recently Completed Reports

Sponsor NameProgram NameCategory
CION Investment GroupCION Investment Follow OnBDC – Follow On
Griffin CapitalHealthcare REIT IVREIT – Healthcare
King OperatingHoward County Fund I Reg D – O & G
IGFIGF Fund 1 UpdateReg D - Single Tenant NNN
Broad Reach Retail PartnersShopping Center Fund IIReg D – Grocery Anch.
Madison RealtySponsor ReportSponsor
CION Investment GroupSponsor ReportSponsor
LingerfeltSponsor ReportSponsor
King OperatingSponsor ReportSponsor
MacDonald RealtySponsor ReportSponsor