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NAV REITs Report Barely Positive Median Total Returns for August September 23, 2023

NAV REITs Report Barely Positive Median Total Returns for August

The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was 0.03% in August, compared to 0.21% in June. Eight of the 16 reported positive total returns. This is the second month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return,…
A Brief History of Alternative Investments (and the Current State of Play) September 20, 2023

A Brief History of Alternative Investments (and the Current State of Play)

The history of alternative investments is a story of diversification, innovation, and adaptation to changing financial landscapes. Alternative investments refer to a broad category of assets that extend beyond conventional investments like stocks, bonds, and cash. “Alts” have garnered increased interest over the years as investors seek new ways to boost portfolio returns, reduce risk,…
Visualizing Blackstone REIT’s Recent Capital Raise History September 11, 2023

Visualizing Blackstone REIT’s Recent Capital Raise History

Beginning in the fourth quarter of 2022, common stock redemptions by several continuously offered nontraded REIT programs became a major news item for the nontraded REIT industry. Blackstone Real Estate Income Trust, as the largest of the active nontraded REITs with total assets of $138 billion as of June 30, 2023, garnered the most news…
Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start) September 5, 2023

Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start)

With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return…
How Wall Street’s REIT giants are reshaping U.S. real estate September 5, 2023

How Wall Street’s REIT giants are reshaping U.S. real estate

U.S real estate investment trusts today manage $4.5 trillion in real estate worldwide. Many groups on Wall Street offer these tax-friendly funds to retail investors. KKR’s real estate business is one of the big players in the REIT game. The private equity firm manages multiple REIT funds. The KKR Real Estate Select Trust, which currently manages…
Growth on US REIT’s same-store net operating income slows in Q2 August 31, 2023

Growth on US REIT’s same-store net operating income slows in Q2

US equity real estate investment trusts saw weaker gains on same-store net operating income during the second quarter. S&P Global Market Intelligence prefers to take cash-based same-store net operating income, if available. However, a noncash-based net operating income will be used if not...
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