Click to download: Nontraded REIT Industry Review Q1 2015
August 7, 2015
REIT Industry Update
August 7, 2015
March 19, 2015
Traded REIT Premiums and Discounts to NAVs – Reading the Tea Leaves
Full-cycle events within the nontraded REIT sector provide interesting and potentially valuable insights. Whenever a nontraded REIT lists its shares on a public exchange, or merges with a listed company, the market valuation of its shares is revealed after years of reporting share prices based upon the original issue price or subsequent “NAV” reports based…
October 23, 2014
What’s MFFO and Why Should I Care?
In investing as in sports, a few people tend to focus on statistics while most don’t, but we all care about winning and losing. There are some numbers that reveal a lot about whether we’re winning or losing, and some numbers that only the “stats geeks,” or in the case of investing, the analysts, seem…
October 10, 2014
In a League of Their Own
Real estate cycles and the stock market do not move in lockstep with one another. And while there may be a few good reasons to use publicly traded REIT indexes as a comparison for nontraded REIT performance, the values of nontraded REITs are more closely tied to the real estate cycle. As a result, direct…
September 24, 2014
Blue Vault Questions Investment News Article
In the article written by Bruce Kelly of InvestmentNews on September 17, 2014, titled “Nontraded REITs stack up well compared with traded REITs,” he states that an August 2014 Green Street Advisors study is the “first to track nontraded REIT performance in comparison with their traded counterparts.” Unfortunately, Mr. Kelly forgot to check his facts…
August 7, 2014
Blue Vault LifeStages 101
When considering an investment in nontraded REITs, both investors and financial advisors need to be aware that these investment vehicles move through distinct developmental stages over time as they grow from inception to maturity. As a result, their performance characteristics more closely mirror those of direct property investments, private equity, and other illiquid vehicles. In…
Separating Fact from Fiction: A Rebuttal to Recent Articles Regarding Nontraded REIT Performance
In our opinion, recent articles and blog postings have presented a biased view of nontraded REIT performance. For example, in the June 15, 2014, Wall Street Journal article titled “Nontraded REITs are Hot, But Have Plenty of Critics” and in online blog posts by the Securities Litigation & Consulting Group, we believe the data fall…
Going Beyond the Basic Rating System: Introducing Blue Vault’s New Performance Profiles
Blue Vault was founded on the belief that financial professionals need data and analysis based on fact, not opinion. For the past five years we have developed analytical tools and financial models that offer our clients the full picture of performance free of subjectivity and personal opinion. From our perspective, a truly effective performance measurement…
Franklin Square to List First Nontraded BDC on the NYSE
Franklin Square recently announced that it will be listing its first nontraded BDC, FS Investment Corp., on the New York Stock Exchange under the symbol “FSIC.. It is expected to list in April 2014. FSIC was the first nontraded business development company (BDC) product in existence. Launched in 2009, FS Investment Corp. is a partnership…
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