Blue Vault Insights- Page 20 of 27

Blue Vault Insights

April 19, 2022

Total Shareholder Returns for Continuously Offered Nontraded REITs in March 2022

Notably, while the S&P 500 index had cumulative negative returns of over 3.3% in the first three months of 2022, the cumulative median returns for the continuously offered NTRs was a positive 4.9%.

April 14, 2022

March 2022 Reported Nontraded REIT Sales Up 27.2% from February

Sales reported by those ten NTRs totaled $774.8 million, up 27.2% from $609.4 million in February, and up 197% Y-O-Y from the $261.0 million in sales in March 2021.

March 21, 2022

Total Shareholder Returns for Continuously Offered Nontraded REITs in February 2022

All 11 of the continuously offered NAV REITs reported positive returns and a median total return for the group of 1.97%.

March 17, 2022

Total Shareholder Returns for Continuously Offered Nontraded REITs in January 2022

All 11 of the continuously offered NAV REITs reported positive returns and a median total return for the group of 1.41%.

February 22, 2022

January 2022 Reported Nontraded REIT Sales Down Just 1.1% from December

Sales reported by those ten NTRs totaled $531.3 million, down 1.1% from $537.4 million in December, but up 282% Y-O-Y from the $139.1 million in sales in January 2021.

November 15, 2021

October 2021 Nontraded REIT Sales Up 342% Since February Low Point

Sales reported by those ten NTRs totaled $420.8 million, down 3.7% from $437.0 million in September, but up 248% from the $169.9 million in sales in October 2020.

October 25, 2021

Returns for Continuously-Offered Nontraded REITs thru September

The largest increase in NAV per share YTD through September among those REITs was for Blackstone REIT’s Class I shares at 16.84%.

September 22, 2021

Continuously Offered Nontraded REITs Have Excellent Returns in August

When it comes to volatility, the monthly total returns on the S&P 500 index was 3.90% compared to the standard deviation of the median returns on the continuously offered nontraded REITs was just 0.50%.