Coming in November 2017!

The Nontraded REIT Full-Cycle Performance Study is available by subscription only.

The Nontraded REIT Full-Cycle Performance Study analyzes the returns that nontraded REITs have provided to shareholders with full liquidity. Full-cycle events occur in the nontraded REIT industry when a REIT completes a listing of its common stock on a public exchange, is acquired by or merged with another entity, or liquidates its investment portfolio. In order to estimate the total returns to shareholders during the life of a nontraded REIT, the liquidity event must provide shareholders the opportunity to completely liquidate their common stock holdings in arms-length transactions for the first time.

The Study compares the returns to shareholders in nontraded REITs to returns to shareholders in both traded REITs and institutional portfolios over matched holding periods and adjusting for asset type, regional diversification, leverage and costs of debt. The Study also provides comparisons to returns over matched holding periods for unweighted indices for traded REITs, institutional portfolios, common stocks and intermediate-term bonds, as well as returns for early redemptions, tender offers and nontraded REIT returns adjusted for sales loads.

View a sample of the Fourth Edition Nontraded REIT Full- Cycle Performance Study (published January 26, 2016).


Reserve your Nontraded REIT Full-Cycle Performance Study today!

Are you a financial advisor with a retail book of business or investor? If yes, please visit the Blue Vault Store. Questions? Please email Dawn.McDaniel@BlueVaultPartners.com or dial 678-456-4787.

Broker Dealers, email Betsy.Ricks@BlueVaultPartners.com or dial 678-456-4640 .

Product sponsors, email Brooke.Heffington@BlueVaultPartners.com or dial 678-456-4290.

Are you a real estate company or entity, other than a financial advisor with a retail book of business or an investor? If yes, please phone Blue Vault toll free at 1-877-256-2304 for subscription information.

Are you a member of the Financial Services Institute (FSI)? If yes, congratulations! Please inquire about your nontraded REIT subscription discount for financial advisors and Broker Dealers only!

For information on advertising, reprint licensing or custom research, please email Brooke.Heffington@BlueVaultPartners.com or dial 678‑456‑4290.