REIT Industry Update- Page 8 of 12

REIT Industry Update

June 9, 2017

Advisor’s Perspectives: What are the Pros to Alternatives?

Advisor's Perspectives: What are the Pros to Alternatives? June 9, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from an investor’s standpoint. But, how are advisors and Broker Dealers feeling about them these days? We spoke with independent Broker Dealer…

May 26, 2017

Nontraded REIT Pros and Cons – Putting it All Together

Nontraded REIT Pros and Cons – Putting it All Together May 26, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs for individual investors. To sum things up, nontraded REITs may be appropriate for investors who can set aside a portion of their investment holdings (usually…

May 16, 2017

The $19.5 Billion Dollar Industry No One Was Paying Attention To:

The $19.5 Billion Dollar Industry No One Was Paying Attention To: Interval and Closed-End Funds May 16, 2017 | by Jared Schneider | Blue Vault Recent headlines have continued to talk about the decline in sales of some alternative investment types, but what is not discussed is the growth in other alternative investments. For example, the…

May 11, 2017

Benefits of Nontraded REITs

Benefits of Nontraded REITs May 12, 2017 | by Beth Glavosek | Blue Vault Last week, we discussed the features of nontraded REITs that make them an attractive consideration for investors, including potentially higher yields and dividend opportunities. They also can give investors a chance to diversify into a different sector than traditional asset classes,…

May 5, 2017

New Series: Why Nontraded REITs?

New Series: Why Nontraded REITs? May 5, 2017 | by Beth Glavosek | Blue Vault If you’re new to the concept of nontraded alternative investments, you may be wondering why financial advisors turn to these products as part of their investment recommendations. The following are some of the features that set nontraded REITs apart: Potentially…

April 27, 2017

NTR and BDC March Sales Recover

NTR and BDC March Sales Recover April 28, 2017 | by by Beth Glavosek | Blue Vault In March, we witnessed a significant one-month recovery in sales of nontraded REITs (NTRs) and Business Development Companies (BDCs). NTR sales in March were $622.6 million and BDC sales were $94.1 million, according to Blue Vault research. What accounts…

April 13, 2017

Crowdfunding—a Viable Source of Capital?

Crowdfunding—a Viable Source of Capital? April 14, 2017 | by Beth Glavosek | Blue Vault In October 2015, the U.S. Securities and Exchange Commission (SEC) adopted final rules to permit companies to offer and sell securities through “crowdfunding.” Mary Jo White, SEC Chair at the time, stated, “There is a great deal of enthusiasm in…

March 30, 2017

Traditional vs. Daily NAV REITs

Traditional vs. Daily NAV REITs March 30, 2017 | by Beth Glavosek | Blue Vault Traditionally, nontraded REITs have been designed to follow a predictable life cycle. These investments move through distinct developmental stages over time as they grow from inception to maturity. The nontraded REIT’s ultimate goal is to create a liquidity event for…

March 24, 2017

NAV in the Nontraded REIT World

NAV in the Nontraded REIT World March 24, 2017 | by Beth Glavosek | Blue Vault Important regulatory changes have led the nontraded REIT industry to improve its reporting of net asset values (NAV) per share. It’s a relatively new concept for nontraded investments. NAV reporting has increased as a result of FINRA Regulatory Notice…