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
GK DevelopmentSponsor Report
GK DevelopmentSecured Income V Update
HC2 CapitalTCR Denver Multifamily B, LP
JPR ManagerJPR Capital TwoConservation Easement
Madison CapitalGo Store It BlufftonDST Storage
Madison CapitalMCG Raleigh Storage DSTDST Storage
Nelson PartnersSol y LunaDST Student Housing
NB Private CapitalNBPC Campus WalkDST Student Housing
Hartman Income REITHartman Retail III DSTDST – Retail
IGFIGF Fund II Green REIndustrial Real Estate
ResourceCredit Income Fund UpdateInterval Fund – Credit
ResourceDiversified Income Fund UpdateInterval Fund – Div.
GK InvestmentGK Opportunity Zone Fund IOZ- Reg D commercial
Madison CapitalRichmond OZ FundQOZ Bus. Interest storage
Legendary Capital Legendary REVIVE G&I QOZ- Hospitality
CAI InvestmentsReno Opportunity Zone Fund 1QOZ; Reg D – Hospitality
Legendary CapitalLegendary Lodging VAB QOZQOZ; Reg D – Hospitality
Phoenix American HospitalityAmerican Hospitality Properties REITReg A – Hospitality
GK InvestmentHoldings Fund IIReg A- Bonds
Madison Capital GroupMCG Charlotte Hwy 29 MultifamilyReg D - Multifamily
Madison Capital GroupRaleigh Wakefield MultifamilyReg D - Multifamily Pref Equity
Madison Capital GroupGo Store It Greenville DST Reg D - Storage
Madison Capital GroupMCG Naples DSTReg D - Storage
Sixty WestAugustine Clay Investment Reg D Conservation Easement
Sixty West Bayou Serpent InvestmentReg D Conservation Easement
QS Capital StrategiesQuilvest USAReg D Mid Market Debt & Equity
Red Door Capital AuthviaReg D Texting Payments
Hanna Street Automotive GroupHanna Street Fund IReg D – Automotive Private Equity
G3 AutomotiveVincere Fund IReg D – Automotive Private Equity
Reiselman Motor CompanyReiselman Fund IReg D – Automotive Private Equity
Attrachi AutomotiveAttrachi Fund IReg D – Automotive Private Equity
Citivest Commercial InvestmentsPacific Coast Commercial VenturesReg D – Commercial Real Estate
CAI InvestmentsCAI Las Vegas Hotel PartnersReg D – Hospitality
SME CapitalSeries H 2022 NotesReg D – Middle Markets
Homebound ResourcesStrategic Energy Assets VIII Access FundReg D – Oil & Gas Recovery
Spring HillsPreferred Equity Fund Follow OnReg D – Senior Housing
HC2 CapitalCSL Flagstaff Senior Housing BReg D – Senior Housing
FCETFuel Cell Enabling TechnologiesReg D – Technology
Valley ForgeFund XIIIReg D- Diversified RE
Altavian, IncAltavianReg D- Drones
Kiron CapitalKiron Mid Market Cap. AcquisitionsReg D- Healthcare
Lateral Investment Niagara Plus Income Fund Reg D- Private Debt
Moody National Moody Financial Fund IIReg D- Private Debt
Hatteras FundEverygreen Private Equity FundReg D- Private Equity
HC2 CapitalRaleigh Student Housing B, LP.Reg D- Student Housing
Nelson PartnersPreferred Equity FundReg D- Student Housing
Homebound ResourcesStrategic Energy Assets VIII RIA FundReg D-Oil & Gas Recovery
Hartman Income REITHartman Total ReturnREIT – Commercial
VisionWise CapitalVWC Orange County Multifamily Fund IIIREIT – Multifamily
SmartStopStudent Senior Housing Trust (Public)REIT – S&S
Homebound ResourcesSponsor ReportSponsor
SmartStopREIT Advisors Sponsor ReportSponsor
NB Private CapitalSponsor ReportSponsor - DSTs
Madison Capital GroupSponsor ReportSponsor - Storage and Multifamily
Old Ivey CapitalSponsor ReportSponsor CE
Red Door Capital Sponsor ReportSponsor Diversified Programs
JPR ManagerSponsor ReportSponsor – Conservation Easement
VisionWise CapitalSponsor ReportSponsor – Multi Family
Citivest Commercial InvestmentsSponsor ReportSponsor – Retail
Redwood Mortgage InvestorsRedwood Mortgage CorporationSponsor/Reg D. - RE Lending
Madison CapitalMt. Pleasant TICTIC Storage

Reports In Progress

Sponsor NameProgram NameCategory
Variant Investment, LLCVariant Alternative Income Fund40 Act – Interval Fund
CAI InvestmentsCAI Pactiv DSTDST Commercial Prop.
MetroMarke, LLCMetroMarke Rehab Partners I, L.P.Reg D- Develop RE
HartmanHartman Total Return UpdateREIT- Commercial Inc. RE
HartmanHartman vREIT XXI, IncREIT- Public Commercial RE
MacDonald RealtySponsor ReportSponsor – Multi Family

Other Reports

Sponsor NameProgram NameCategory
CION Investment GroupCION Investment Follow OnBDC – Follow On
Griffin CapitalInstitutional Access Credit FundInterval Fund – Credit
GK DevelopmentSecured Income V UpdateReg A – Unsecured Bonds
SmartStopStrategic Storage Growth Trust IIReg D – Self Storage
SmartStopStrategic Storage Growth Trust MergerREIT Merger – SSGT & SSTII
Griffin CapitalEssential Asset REIT II Follow-OnREIT – CORE Properties
GK DevelopmentSponsor ReportSponsor – Diversified Real Estate
Tri-Land PropertiesSponsor ReportSponsor – Grocery Anchored