Inside the Vault- Page 70 of 91

Inside the Vault

March 27, 2017

As of March 1, two traded REIT sectors trading at premiums to NAV above 9% were also the two sectors in which two particular nontraded REITs concentrate their current investments. What are the sectors and which two NTRs focus in those sectors?

As of March 1, two traded REIT sectors trading at premiums to NAV above 9% were also the two sectors in which two particular nontraded REITs concentrate their current investments. What are the sectors and which two NTRs focus in those sectors? Answer: Healthcare (13.4% median premium to NAV) and Data Centers (9.5% premium to…

March 23, 2017

Among traded REIT sectors, which two were trading at the highest median premiums to NAV as of March 1, 2017?

Among traded REIT sectors, which two were trading at the highest median premiums to NAV as of March 1, 2017? Answer: Healthcare (13.4% premium to NAV) and Specialty (10.2% premium to NAV)

March 21, 2017

With the announcement of 138 J.C. Penney store closings this spring, how many of those stores are tenants of nontraded REIT properties?

With the announcement of 138 J.C. Penney store closings this spring, how many of those stores are tenants of nontraded REIT properties? Answer: None

March 20, 2017

The largest nontraded BDC has over $4.9 billion in AUM. Find out who…

The largest nontraded BDC has over $4.9 billion in AUM. Find out who… Answer: FS Investment Corp. II has $4.9 billion in AUM and is closed to new investors. Learn more about FS Investments on our Sponsor Focus page. Click Here

March 16, 2017

Which nontraded REIT announced a 10.5% increase in its NAV per share from October 31, 2014 to December 31, 2015?

Which nontraded REIT announced a 10.5% increase in its NAV per share from October 31, 2014 to December 31, 2015? Answer: Steadfast Income REIT, Inc. announced an NAV per share of $10.35 as of October 31, 2014 and $11.44 as of December 31, 2015. Its shares were originally offered at $10.00 per share in 2010.

March 10, 2017

The largest nontraded BDC has over $4.9 billion in AUM. Find out who…

March 10, 2017

Which nontraded REIT had an NAV per share of $9.02 as of September 30, 2011, and $12.45 as of December 31, 2015, an increase of 38%?

Which nontraded REIT had an NAV per share of $9.02 as of September 30, 2011, and $12.45 as of December 31, 2015, an increase of 38%? Answer: Sentio Healthcare Properties, Inc.

March 9, 2017

Which nontraded REIT program announced a 20.1% drop in its NAV per share from September 30, 2015 to September 30, 2016?

Which nontraded REIT program announced a 20.1% drop in its NAV per share from September 30, 2015 to September 30, 2016? Answer: Realty Finance Trust, Inc. (recently re-named Benefit Street Partners Realty Trust, Inc. effective January 30, 2017) announced an NAV per share of $25.27 as of September 30, 2015, and $20.05 as of September…

March 7, 2017

A BDC that invests in Non-traded REITs? Yes, this exists. Find out what BDC…

A BDC that invests in Non-traded REITs? Yes, this exists. Find out what BDC… Answer: MacKenzie Realty Capital is a BDC that makes opportunistic investments in primarily real estate related entities including secondary market shares of nontraded REITs