REIT Industry Update- Page 9 of 12

REIT Industry Update

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…

February 28, 2017

What’s in Store at Summit 2017?

What’s in Store at Summit 2017? February 28, 2017 | by Beth Glavosek | Blue Vault The 2017 Blue Vault Broker Dealer Educational Summit is just around the corner now that March is here. Have you marked your calendar for March 13-15, 2017? The Summit will be held at the Ritz-Carlton in downtown Atlanta. Broker…

February 23, 2017

NASAA Guidelines

NASAA Guidelines February 23, 2017 | by Beth Glavosek | Blue Vault In July 2016, the North American Securities Administrators Association (NASAA) issued a request for public comment regarding an amendment to its policy on REITs. The proposal would add a uniform concentration limit of 10% of an individual’s liquid net worth, applicable to their aggregate…

January 30, 2017

“Usually change is good, and that’s a good thing…”

“Usually change is good, and that’s a good thing...” Blue Vault’s 3rd Annual Summit January 30, 2017 | Stacy Chitty | Blue Vault [caption id="attachment_12304" align="alignnone" width="797"] Broker Dealers discussing important industry topics at Summit 2016[/caption] Blue Vault’s 3rd annual educational Summit will be held March 13-15. The purpose of the meeting is to give leading…

January 26, 2017

Common Questions about IFCEFs

Common Questions about IFCEFs January 26, 2017 | by Beth Glavosek | Blue Vault Over the past year, Blue Vault has more closely tracked the sales of Interval Funds and nontraded Closed-End Funds (IFCEFs) and now includes their data in its research reports. The following are common questions we hear about these types of investments: …

December 9, 2016

Nontraded BDCs Post Annualized Return of 14.7%

Nontraded BDCs Post Annualized Return of 14.7% December 9, 2016 | Blue Vault Nontraded BDCs this year have produced a median annualized return of 14.7%. Through the end of September 2016, BDCs have performed exceptionally well despite the slowest capital raise in four years. "Unfortunately, many investors are missing out on these returns because financial…

December 1, 2016

Understanding Asset Management Fees

Understanding Asset Management Fees December 1, 2016 | by Beth Glavosek | Blue Vault Asset management fees (also known as Advisory Fees) are ongoing fees charged to investors in nontraded REIT programs. These fees accrue monthly or quarterly and are based on the sponsor’s definition of asset totals. While Blue Vault’s recent Fee Study found…