Blue Vault Insights- Page 5 of 23

Blue Vault Insights

November 29, 2023

Cap Rate Changes Vary Across Real Estate Sectors

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November 28, 2023

NAV REITs Report Small Positive Median Total Returns for October

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November 16, 2023

Visualizing NAV REITs Total Returns Over the Past 33 Months

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November 7, 2023

A Perspective on the Current Trend in CRE Cap Rates

"These supply and demand factors can have a significant impact on future returns, and the prospects of lower future returns will be reflected in cap rates."

November 6, 2023

Higher Interest Rates and Nontraded REIT Refinancing

As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%...These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.

November 6, 2023

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”

November 2, 2023

Gold Leaf Farming , A Unique Investment Opportunity

Blue Vault hosted a very interesting webinar with the co-founders of Gold Leaf Farming, Brandon Rebiero and Jack McCarthy, along with Josh Guggenheim, VP of Acquisitions. Jack and Brandon were introduced five years ago, Brandon a farmer and trained agronomist and Jack a private equity investor...

November 1, 2023

The Trends in NTR Capital Raise from Q1 2023 to Q2 2023

The contrast between capital raised by nontraded REITs in the first quarter of 2023 and the second quarter of the year is marked significantly by the injection of capital by the University of California Board of Regents...

October 20, 2023

NAV REITs Report Small Negative Median Total Returns for September

The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to -0.08% in August...