WEBINAR

Inside the Blue Vault Fee Study Report
April 29, 2020 @ 2:00 pm - 3:00 pm
Join us on Wednesday, April 29th at 2 pm for a look inside Blue Vault's 3rd Edition Nontraded REIT Fee Study. The Blue Vault Fee study covers 21 nontraded REIT common stock offerings, including 11 perpetual-life REITs.  All of these open REITs have multiple share classes, with different fees associated…
Moderator/s: Stacy Chitty
Presenter/s: James Sprow
Presenter /s: Luke Schmidt

Join us on Wednesday, April 29th at 2 pm for a look inside Blue Vault's 3rd Edition Nontraded REIT Fee Study. The Blue Vault Fee study covers 21 nontraded REIT common stock offerings, including 11 perpetual-life REITs.  All of these open REITs have multiple share classes, with different fees associated with each common share class. The report helps investors understanding how these fees impact performance and eventually affect returns. The research team will review some of the highlights and trends in the industry, as identified in the report.

This webinar will include:

• A review of annual asset management fee

• Analysis of the effects of different types of fees on eventual shareholder returns

• Review of upfront loads, trailing shareholder servicing fees, acquisition and disposition fees, and contingent fees

There will be time at the end for questions. Register today to reserve your place.

Register

 

The 52-page report is available to Blue Vault’s subscribers at no additional cost.

 

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Stacy Chitty
Managing Partner Blue Vault Moderator

James Sprow
Senior Vice President, Research Blue Vault Presenter

Luke Schmidt
Senior Financial Analyst Blue Vault Presenter

Recent

Most Popular

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now

Past Webinars

What’s all the Fuss About Alts? June 20 @ 2:00 pm - 3:00 pm

What’s all the Fuss About Alts?

Wondering why Alternative Investments keep cropping up in your news feed? What's all the fuss over this [growing] group of…
C. Jay Steigerwald III
| Panelist
Larry Barocas
| Panelist
Michael Crimmins
| Panelist
Trevor Nesbit
| Moderator
High Yield and Alpha in CLOs June 13 @ 2:00 pm - 3:00 pm

High Yield and Alpha in CLOs

Oxford Funds, LLC is one of the longest running, most active, and largest specialists in the market. They bring their…
Jonathan Cohen
| Speaker