Inside the Vault- Page 77 of 89

Inside the Vault

August 26, 2016

With the withdrawal of AR Global from the nontraded REIT sponsors with effective REITs as of June, 2016, which sponsor is most likely to exceed AR Global in terms of total nontraded REIT assets by 3Q 2016?

With the withdrawal of AR Global from the nontraded REIT sponsors with effective REITs as of June, 2016, which sponsor is most likely to exceed AR Global in terms of total nontraded REIT assets by 3Q 2016? Answer: W.P. Carey with over $10 billion in nontraded REIT assets in 1Q 2016 versus AR Global with…

August 24, 2016

Only two BDCs have a sector focus compared to the majority of the industry being generalists. See which ones…

Only two BDCs have a sector focus compared to the majority of the industry being generalists. See which ones... FS Energy and Power Fund focuses, as its name implies, on the energy and power sector, while NexPoint Capital focuses mostly on the healthcare sector. FS Energy and Power Fund is sponsored by Franklin Square Capital…

August 23, 2016

Which five nontraded REIT offerings reported the highest sales in their offerings in the month of June, 2016? Click to find out…

Which five nontraded REIT offerings reported the highest sales in their offerings in the month of June, 2016? Jones Lang LaSalle Income Property Trust (sponsored by Jones Lang LaSalle) Griffin Capital Essential Asset REIT II (sponsored by Griffin Capital Corporation) Dividend Capital Diversified Property Fund (sponsored by Dividend Capital) Carter Validus Mission Critical REIT II (sponsored by Carter/Validus…

August 19, 2016

As of Q2 2016, three BDCs had distribution yields over 8%. Click to see which ones.

As of Q2 2016, three BDCs had distribution yields over 8%. Sierra Income Corporation (8.89%) Corporate Capital Trust (9.07%) FS Energy and Power Fund (9.57%) All had yields over 8% as of Q2 2016.

August 17, 2016

What is the median asset management fee charged by REIT advisors for the offerings that were effective in June, 2016?

What is the median asset management fee charged by REIT advisors for the offerings that were effective in June, 2016? Answer: 1.00%, with a range of 0.5% to 1.6%

August 16, 2016

Which nontraded REIT program had the highest sales in the month of June, 2016? (Click for the answer)

Which nontraded REIT program had the highest sales in the month of June, 2016? Answer: Among those programs reporting to Blue Vault, Jones Lang LaSalle Income Property Trust had the highest sales total in June, 2016. Jones Lang LaSalle Income Property Trust is sponsored by Jones Lang LaSalle. Click here to learn more about this…

August 16, 2016

Among the 18 REIT programs offering Class T shares as of June 30, 2016, selling commissions ranged from 0.0% to 3.0%, with annual distribution or shareholder servicing fees ranging from 0.0% to 1.125% annually. How many offerings had a 2.00% selling commission?

Among the 18 REIT programs offering Class T shares as of June 30, 2016, selling commissions ranged from 0.0% to 3.0%, with annual distribution or shareholder servicing fees ranging from 0.0% to 1.125% annually. How many offerings had a 2.00% selling commission? Answer: Nine of the 18

August 12, 2016

Monthly NTR & BDC Sales: July Monthly Sales are in! See the numbers now.

Monthly nontraded REIT and BDC Sales. July 2016 Sales Nontraded REIT Sales $300,463,171 Nontraded BDC Sales $83,882,214 See All Note: While the Blue Vault reported monthly sales figures do include the vast majority of all Nontraded REIT and Nontraded BDC sales, it does not include all. Blue Vault soon hopes to receive all additional…

August 9, 2016

One BDC sponsor has raised more than half of the total capital raise in the past four years. Which one?

One BDC sponsor has raised more than half of the total capital raise in the past four years. Franklin Square has raised 56%, or $12.6 billion. of the $22.4 billion raised since 2012.