Performance- Page 3 of 67

Performance

January 4, 2024

Credit-Focused Alternatives Raise Record Capital, Fill Lending Gaps

The introduction of new, credit-focused products has helped boost the sector’s strength. Blackstone and Blue Owl (formerly Owl Rock) contributed to the resurgence of the sector in early 2021 when they launched the Blackstone Private Credit Fund and Blue Owl Credit Income Corp., respectively.

December 28, 2023

Higher Interest Rates Hit Nontraded REIT Fundraising and Valuations

“The industry is well positioned to meet redemptions up to the 5% quarterly cap with sufficient liquidity sleeves on the balance sheets to fund redemptions."

December 27, 2023

NAV REITs Report Negative Median Total Returns for November

The monthly returns for NAV REITs compared very favorably to those of the listed REITs represented in the NAREIT All Equity REITs Index.

December 7, 2023

Retail and Hotel Performance Quietly Gaining Momentum

“Now that a lot of the vacant retail space has been upgraded to new mixed-use centers or converted to other uses like warehouse or storage, the overall sector metrics have improved notably."

November 28, 2023

NAV REITs Report Small Positive Median Total Returns for October

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November 16, 2023

Visualizing NAV REITs Total Returns Over the Past 33 Months

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November 16, 2023

ExchangeRight’s Essential Income REIT Now Tracked by Blue Vault

Warren Thomas, a managing partner at ExchangeRight, shared that this reporting relationship will help educate advisors about the Essential Income REIT's successful performance to date, broadening its reach to more investors who need the kind of stable income that the REIT has historically generated.

October 20, 2023

NAV REITs Report Small Negative Median Total Returns for September

The median monthly total return for sixteen continuously offered nontraded REIT programs (“NAV REITs”) was negative 0.02% in September, compared to -0.08% in August...

October 19, 2023

Manageable debt, quality assets cushion US public office REITs against headwinds

Aside from their manageable debt position, office REITs also own some of the better assets, given the repositioning efforts undertaken to upgrade portfolios over the last few years, Hafeez said.