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Webinar Alts Series

Inside the Blue Vault Fee Study Report

April 29, 2020 @ 2:00 pm - 3:00 pm

Stacy Chitty, Moderator | James Sprow, Presenter | Luke Schmidt, Presenter

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.



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


Stacy Chitty
Managing Partner Blue Vault Moderator

James Sprow
Senior Vice President, Research Blue Vault Presenter

Luke Schmidt
Senior Financial Analyst Blue Vault Presenter

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