On Wednesday, May 1, we offered a look inside the 8th Edition Nontraded REIT Full-Cycle Performance Study. This study includes nine full-cycle events that were completed between October 2022 and August 2023. Full-cycle events in the Nontraded REIT industry occur when a REIT completes a listing of its common stock on a public exchange, is acquired by or merges with another entity, or completely liquidates its real estate portfolio. The research team reviews some of the highlights and benchmarks utilized in the report.

They cover:

• The average returns to shareholders in all NTRs that have completed full-cycle events, compared to custom benchmarks for matched holding periods
• Any difference in average returns based on the timing of investments during public offerings
• How shareholders fared if they redeemed shares via share redemption programs vs. those who held their shares until the full-cycle event

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The Full-Cycle Study is available to Blue Vault’s subscribers at no additional cost. For information about becoming a member, click here.

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.