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
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
Red Door Capital AuthviaReg D Texting Payments
CAI InvestmentsCAI Las Vegas Hotel PartnersReg D – Hospitality
Cove CapitalCove Net Lease Income Fund 18Reg D- Net Income Fund
Sierra Crest Investment Mngmt.Credit Income Fund 40 Act- Interval Fund
Bald Eagle PartnersEagle Pioneer Mine, LLCReg D – Gold Mining
Hatteras FundEvergreen Private Equity FundReg D- Private Equity
Valley ForgeFund XIIIReg D- Diversified RE
GK InvestmentGK Holdings Fund IIReg D - Bonds
GK InvestmentGK Opportunity Zone Fund IReg D – One Commercial Property
Madison Capital GroupGo Store It AtlantaReg D – Storage TIC
Madison Capital GroupGo Store It Louisville TIC Reg D – Storage TIC
Hartman Income REIT Hartman Retail III DSTDST – Retail
Hartman Hartman Total Return Update REIT– Commercial RE
HartmanHartman vREIT XXI ConversionREIT- Public Com. RE
Highland Blasting & DrillingHBA Bond Fund IReg D-Bond Offering
IGFIGF Fund II Green REIndustrial Real Estate
J Spark Entertainment GroupJ Spark Media Fund, LLCReg D - Entertainment
Kiron CapitalKiron Mid Market Cap. AcquisitionsReg D- Healthcare
Legendary CapitalLegendary Lodging VAB QOZQOZ; Reg D – Hospitality
Legendary Capital Legendary REVIVE G&I QOZ- Hospitality
Madison Capital GroupMCG Hendersonville TICReg D – Multifamily TIC
Madison Capital GroupMCG Jacksonville Nocatee Inv. PrefReg D- Multifamily Development
Madison Capital GroupMCG Madison WaterstarReg D- Multifamily Development
Madison Capital GroupMCG Pref Opportunity FundReg D- Equity&Debt Storage & MF
MetroMarkeMetroMarke Rehab Partners I, L.P.Reg D – Develop Medical Rehab
Moody National Moody Financial Fund IIReg D- Private Debt
NB Private CapitalNB Meadow View (The Ruckus)Reg D - Student Housing
NB Private CapitalNBPC Campus WalkDST Student Housing
Lateral Investment Niagara Plus Income Fund Reg D- Private Debt
Citivest Commercial InvestmentsPacific Coast Commercial VenturesReg D – Commercial Real Estate
Nelson PartnersPreferred Equity FundReg D- Student Housing
QS Capital StrategiesQuilvest USAReg D Mid Market Debt & Equity
HC2 CapitalRaleigh Student Housing B, LP.Reg D- Student Housing
Redwood Mortgage InvestorsRedwood Mortgage CorporationSponsor/Reg D. - RE Lending
Reiselman Motor CompanyReiselman Fund IReg D – Automotive Private Equity
CAI InvestmentsReno Opportunity Zone Fund 1QOZ; Reg D – Hospitality
Madison Capital Group Richmond OZ FundQOZ Reg D- Business int. storage
GK DevelopmentSecured Income V UpdateReg A – Unsecured Bonds
SME Series HSeries 2022 NotesReg D – Online Credit
Red Door Capital Sponsor ReportSponsor Diversified Programs
GK DevelopmentSponsor ReportSponsor – Diversified Real Estate
Citivest Commercial InvestmentsSponsor ReportSponsor – Retail
NB Private CapitalSponsor ReportSponsor - DSTs
VisionWise CapitalSponsor ReportSponsor – Multi Family
Homebound ResourcesSponsor ReportSponsor
Cove CapitalSponsor Report Sponsor
Madison Capital GroupSponsor ReportSponsor- Commercial Real Estate
Homebound ResourcesStrategic Energy Assets VIII Access FundReg D – Oil & Gas Recovery
Homebound ResourcesStrategic Energy Assets VIII RIA FundReg D-Oil & Gas Recovery
HC2 CapitalTCR Denver Multifamily B, LPReg D – Multifamily
Variant Investment, LLCVariant Alternative Income Fund40 Act- Interval Fund
VisionWise CapitalVWC Orange County Multifamily Fund IIIREIT – Multifamily

Reports In Progress

Sponsor NameProgram NameCategory
ESG Clean Energy ESG Clean Energy Partners, I, LPReg D - Energy
Mint Air, Inc Mint Air 1, LLCReg D- Aircraft Leasing
Proactive Realty Group Proactive Realty Income FundReg D- Multifamily Impact Invest
SmartStop SmartStop REIT AdvisorsSponsor Storage
MacDonald RealtySponsor ReportSponsor – Multi Family
Sierra Crest Investment Mngmt.Sponsor ReportSponsor Diversified
Spring Hills Spring Hills Holdings IIReg D- Senior Housing
SmartStopStrategic Storage Trust VI Reg D- Storage

Other Reports

Sponsor NameProgram NameCategory
CION Investment GroupCION Investment Follow OnBDC – Follow On
Griffin CapitalEssential Asset REIT II Follow-OnREIT – CORE Properties
Griffin CapitalInstitutional Access Credit FundInterval Fund – Credit
GK DevelopmentSecured Income V UpdateReg A – Unsecured Bonds
Tri-Land PropertiesSponsor ReportSponsor – Grocery Anchored
GK DevelopmentSponsor ReportSponsor – Diversified Real Estate