Answer: InvenTrust Properties Corp. was the first NTR to file their 10-K for the 2019 fiscal year on February 21, 2020. The second NTR to file was...
March 3, 2020
Inside the Vault
March 3, 2020
February 26, 2020
How many open NTRs had annual distribution yields of 5.00% or greater as of September 30, 2019?
Answer: 12 NTRs had distribution yields of at least 5.00% as of September 30, 2019. Moody National REIT II, Inc. lead all open NTRs with a distribution yield of 7.01%.
February 19, 2020
How many NTRs reported total assets in excess of $2.0 billion as of September 30, 2019?
Answer: 16 NTRs reported total assets in excess of $2.0 billion as of September 30, 2019, with Blackstone Real Estate Income Trust leading...
February 12, 2020
How many properties were acquired by nontraded REITs in the third quarter of 2019?
Answer: The nontraded REIT industry acquired 420 properties in the third quarter of 2019, almost double the second quarter total of...
February 5, 2020
What was the median distribution yield during the third quarter of 2019 for both open and closed nontraded REITs?
Answer: During the third quarter of 2019, the median distribution yield for open NTRs was 5.20% while the median distribution yield for...
January 29, 2020
Based on Blue Vault’s definition of a full-cycle event, how many full-cycle events took place in the second quarter of 2019?
Answer: After four full-cycle events in the first quarter of 2019, there were no full-cycle events in the second quarter of 2019. There were several mergers...
January 15, 2020
Which NTR officially completed its previously announced merger on October 31, 2019?
Answer: Phillips Edison Grocery Center REIT III merged into Phillips Edison & Co. on October 31, 2019. The proposed merger was previously announced on...
January 8, 2020
CNL Strategic Capital, LLC is a nontraded LLC externally managed by CNL Strategic Capital Management and sub-managed by Levine Leichtman Strategic Capital. On August 1, 2019, CNL Strategic Capital acquired a controlling interest in their third company. What were the terms of this investment?
Answer: CNL Strategic Capital acquired a controlling interest of approximately 81% in Auriemma U.S. Roundtables. CNL made a $44.5 million investment consisting of approximately...
December 30, 2019
As of September 30, 2019, how many NTRs reported cash in excess of $100 million on their respective balance sheets?
Answer: Seven NTRs reported cash in excess of $100 million as of September 30, 2019. Cole Office & Industrial REIT (CCIT II), Inc. led the industry with...
Don't miss alts news and educational events. Subscribe Now
Browse Learning Opportunities
THE BLUE VAULT MINUTE
Insights for advisors from advisors
Webinars
Asset managers, service providers and Blue Vault on alts topics
Podcasts
Breaking down alts one-on-one with asset managers and service providers
Videos
Short, impactful clips from webinars, podcasts and events
The alternative investments industry is
expected to grow to $17 trillion by 2025.
