Inside the Vault- Page 73 of 91

Inside the Vault

January 23, 2017

Which nontraded REIT sponsor raised the most capital in Q3 2016?

Which nontraded REIT sponsor raised the most capital in Q3 2016? Answer: Jones Lang LaSalle (JLL) with $174.7 million Learn more about Jones Lang LaSalle on our Sponsor Focused Page. Click Here

January 19, 2017

Blue Vault will host it’s 3rd Annual Broker Dealer Educational Summit in Atlanta, March 13-15. Leading Broker Dealers will hear from leading product sponsors, as well as, meet to dialogue about alternative investment performance and education.

Blue Vault will host it's 3rd Annual Broker Dealer Educational Summit in Atlanta, March 13-15. Leading Broker Dealers will hear from leading product sponsors, as well as, meet to dialogue about alternative investment performance and education.

January 17, 2017

What was the average distribution yield of BDCs as of Q3 2016?

What was the average distribution yield of BDCs as of Q3 2016? The average BDC yielded 7.52% in annual distributions.

January 16, 2017

Which nontraded REIT program is currently raising funds through wire houses and broke escrow with approximately $279 million in net proceeds from its continuous public offering?

Which nontraded REIT program is currently raising funds through wire houses and broke escrow with approximately $279 million in net proceeds from its continuous public offering? Blackstone Real Estate Income Trust, Inc. announced that the offering had raised sufficient funds to break escrow as of January 1, 2017. Recent News about Blackstone Schwarzman: Blackstone an…

January 12, 2017

Several REITs are paying the trailing stockholder servicing fees associated with Class T shares from REIT funds rather than as deductions from Class T distributions. Can you name one of the current offerings which includes this payment?

Several REITs are paying the trailing stockholder servicing fees associated with Class T shares from REIT funds rather than as deductions from Class T distributions. Can you name one of the current offerings which includes this payment? Griffin-American Healthcare REIT IV, Inc. pays the dealer manager a stockholder servicing fee that accrues daily in the…

January 11, 2017

How many BDCs had YTD total returns of 10% or more through Q3 2016?

How many BDCs had YTD total returns of 10% or more through Q3 2016? Seven BDCs had unannualized returns of 10% or more through Q3 2016. Find out more in the Q3 2016 Nontraded BDC Industry Review. Learn more about the Blue Vault's nontraded BDC research by clicking here.

January 9, 2017

$4.3 billion in interval funds rushing in…

$4.3 billion in interval funds rushing in… There are 12 interval funds in registration with the SEC with a total of $4.3 billion of registered offerings.

January 5, 2017

When does a REIT stop paying a “stockholder servicing fee” on its Class T shares?

When does a REIT stop paying a “stockholder servicing fee” on its Class T shares? The REIT will cease the payment of trailing “stockholder servicing fees” on its Class T shares when the total upfront selling commissions, dealer manager fees and stockholder servicing fees reach a certain percentage of gross proceeds from the sale of…

January 3, 2017

What is an “RSU” or restricted stock unit in a nontraded REIT prospectus?

What is an “RSU” or restricted stock unit in a nontraded REIT prospectus? The “RSU” is a right that is granted the Advisor and the personnel of the Advisor and its affiliates to promote retention of the personnel and alignment of their interests with the REIT’s stockholders. They are subject to specified vesting and settlement…