In this video clip from the BV Q3 2022 Performance Update & Review, Luke Schmidt (Senior Financial Analyst, Blue Vault), discusses the annual distribution yields of nontraded BDCs for Q3 2022.
When Evaluating a DST, What Do You Know About How It May Exit?
Blue Vault data shows that 53.8% of open DSTs with a populated exit type reference a 721-related exit. Advisors should examine the specific classification, offering provisions and potential outcome rather than treating every 721 reference as equivalent.
