Inside the Vault- Page 61 of 89

Inside the Vault

August 10, 2017

In how many quarters over the last 10 years did the price of traded REIT shares fall?

In how many quarters over the last 10 years did the price of traded REIT shares fall? In 17 out of 40 quarters, the price of traded REIT shares fell according to the FTSE NAREIT All REITs index for the period Q2 2007 through Q1 2017. In Q4 2008 the index fell 37.9%.

August 8, 2017

Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs…

Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs... 1. Corporate Capital Trust has announced its intention and application to list on the NYSE under the ticker symbol “CCT”. 2. FS Investment Corporation II has been closed for over three years (March 2014), and Blue Vault…

August 7, 2017

How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs?

How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs? Answer: The median distribution yield, based on the original offering prices for nontraded REIT shares in Q1 2017 was 6.15%. The average dividend yield for FTSE NAREIT All Equity REITs was…

August 3, 2017

Which nontraded REIT program recently changed its name and will be advised by The Lightstone Group?

Which nontraded REIT program recently changed its name and will be advised by The Lightstone Group? Answer: Behringer Harvard Opportunity REIT II, Inc. on June 12, 2017, transitioned its advisory services to a subsidiary of The Lightstone Group and changed its name on July 20, 2017, to Lightstone Value Plus REIT V, Inc Learn more about…

August 2, 2017

Which former nontraded REIT ranks 10th globally in the amount of industrial space owned as of December 31, 2016, according to National Real Estate Investor?

Which former nontraded REIT ranks 10th globally in the amount of industrial space owned as of December 31, 2016, according to National Real Estate Investor? DCT Industrial Trust has 74,000,000 square feet of industrial space according to NREI's report released July 27, 2017, and ranks 10th globally among all owners of industrial real estate. DCT…

July 31, 2017

Which two nontraded REIT programs announced a merger agreement on May 30, 2017, and will be seeking shareholder approval?

Which two nontraded REIT programs announced a merger agreement on May 30, 2017, and will be seeking shareholder approval? Answer: MVP REIT and MVP REIT II will file an S-4 with the SEC in connection with the proposed merger according to a filing on June 22, 2017 Learn more about MVP REIT on…

July 28, 2017

How many nontraded REIT’s have been active and how many have liquidated?

How many nontraded REIT's have been active and how many have liquidated?

July 25, 2017

Nontraded BDCs have produced very attractive and consistent total returns. Since 2011, BDCs have produced a median annualized return of….

Nontraded BDCs have produced very attractive and consistent total returns. Since 2011, BDCs have produced a median annualized return of…. Since 2011, BDCs have produced a median annualized return of 8.7% assuming dividends were reinvested.

July 24, 2017

Which two nontraded REIT programs entered into a merger agreement on November 16, 2016, and approved the merger on May 24, 2017?

Which two nontraded REIT programs entered into a merger agreement on November 16, 2016, and approved the merger on May 24, 2017? Answer: Moody National REIT I and Moody National REIT II shareholders voted to approve the merger of the two REITs on May 24, 2017. Learn more about Moody National Companies on our…