Nontraded REIT- Page 13 of 72

Nontraded REIT

July 26, 2023

Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023?

Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023? Answer: The five REITs with the highest distribution yields among the closed REITs as of March 31, 2023, were Lightstone Value Plus REIT I, Procaccianti Hotel REIT, InPoint Commercial RE Income, SmartStop Self Storage REIT, and…

July 26, 2023

REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds

One of the unique aspects of REITs is the large, actively managed, dedicated REIT investment community; actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.

July 24, 2023

NAV REITs Report Flat Median Total Returns for June

The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was just 0.01% in June, compared to negative 0.46% in May. Eight of the 16 reported positive total returns. This is the first month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive…

July 24, 2023

New REITs Proliferate in Anticipation of Further Decline in Property Values

Four major investment firms have taken steps this month to set up nontraded real estate investment trusts so they can swoop in when property values finally adjust to a new economic reality of significantly reduced prices. The filings with the Securities and Exchange Commission by Sculptor Capital Management, ExchangeRight, EQT Exeter and Invesco Real Estate...

July 10, 2023

Blackstone REIT Reports Lower Redemptions Requests In June 2023

Blackstone Real Estate Income Trust (BREIT) said on Monday that redemption requests declined in June after months of turmoil that led to the private equity firm limiting investor withdrawals....

July 6, 2023

ExchangeRight’s Essential Income REIT Successfully Becomes Publicly Reporting Company

ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the ExchangeRight Essential Income REIT has become a publicly reporting company as of June 26, 2023, expanding the REIT’s capacity to serve additional investors along with their registered representatives and advisors...

July 5, 2023

What percentage of the total assets held by 44 nontraded REITs as of March 31, 2023, were held by the largest five REITs, in terms of assets?

What percentage of the total assets held by 44 nontraded REITs as of March 31, 2023, were held by the largest five REITs, in terms of assets? Answer: Approximately 80.1% of the total assets held by 44 nontraded REITs as of March 31, 2023, ($236.4 billion) were held by the largest five REITs ($189.3 billion).

July 3, 2023

Driven by Continued E-commerce Growth, Industrial Fundamentals are “Extremely Strong”

Bill Crooker, president and CEO of STAG Industrial, Inc. (NYSE: STAG), participated in a video interview at Nareit’s REITweek: 2023 Investor Conference, held in New York June 6-8...