Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
WEBINAR
Inside the Blue Vault Fee Study Report
April 29, 2020 @ 2:00 pm - 3:00 pmJoin us on Wednesday, April 29th at 2 pm for a look inside Blue Vault's 3rd Edition Nontraded REIT Fee Study. The Blue Vault Fee study covers 21 nontraded REIT common stock offerings, including 11 perpetual-life REITs. All of these open REITs have multiple share classes, with different fees associated…
Moderator/s: Stacy Chitty
Presenter/s: James Sprow
Presenter /s: Luke Schmidt
Join us on Wednesday, April 29th at 2 pm for a look inside Blue Vault's 3rd Edition Nontraded REIT Fee Study. The Blue Vault Fee study covers 21 nontraded REIT common stock offerings, including 11 perpetual-life REITs. All of these open REITs have multiple share classes, with different fees associated with each common share class. The report helps investors understanding how these fees impact performance and eventually affect returns. The research team will review some of the highlights and trends in the industry, as identified in the report.
This webinar will include:
• A review of annual asset management fee
• Analysis of the effects of different types of fees on eventual shareholder returns
• Review of upfront loads, trailing shareholder servicing fees, acquisition and disposition fees, and contingent fees
There will be time at the end for questions. Register today to reserve your place.
The 52-page report is available to Blue Vault’s subscribers at no additional cost.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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