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Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?

Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?

March 15, 2023

Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the highest standard deviation of monthly total returns from January 2021 thru November 2022, at 1.89%. This compares favorably to the standard deviation of monthly returns on the S&P 500 …

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December 2022 saw the first median decrease for the 15 continuously offered nontraded REITs since March 2020. What was the median decrease in the NAVs per share for the 15 NAV REITs?

February 8, 2023

December 2022 saw the first median decrease for the 15 continuously offered nontraded REITs since March 2020. What was the median decrease in the NAVs per share for the 15 NAV REITs? Answer: The median decrease in the NAVs of the 15 continuously offered NAV REITs in December 2022 was 0.95%. The last month that …

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Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months?

January 5, 2023

Which continuously offered nontraded NAV REIT had the highest monthly standard deviation of monthly returns over the past 35 months? Answer: Ares Industrial REIT had the highest standard deviation of monthly total returns from January 2021 thru November 2022, at 1.89%. This compares favorably to the standard deviation of monthly returns on the S&P 500 …

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What property could be the first real estate acquisition by J. P. Morgan Real Estate Income Trust, Inc., the newest continuously offered nontraded REIT program?

January 4, 2023

What property could be the first real estate acquisition by J. P. Morgan Real Estate Income Trust, Inc., the newest continuously offered nontraded REIT program? Answer: On June 23, 2022, the Company entered into a purchase agreement to acquire a 9.7-acre industrial outdoor storage site located in Levittown, Pennsylvania for an aggregate purchase price of …

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When did the yield on 3-month Treasury bills recently exceed the yield on 10-year Treasury notes, a potential sign of an impending recession?

December 7, 2022

When did the yield on 3-month Treasury bills recently exceed the yield on 10-year Treasury notes, a potential sign of an impending recession? Answer: On October 25, 2022, the yield on 3-month Treasury bills rose above the yield on 10-year Treasury notes (4.14% vs. 4.10%, respectively). This 3-month/10-year inverted yield curve has indicated a coming …

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How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?

November 30, 2022

How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022, three reported no change, and three reported decreases for the …

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Who are the major net lease tenants for ExchangeRight’s Net Lease Portfolio 56 DST program that recently raised $132 million?

November 22, 2022

Who are the major net lease tenants for ExchangeRight’s Net Lease Portfolio 56 DST program that recently raised $132 million? Answer: The offering contains 33 net-leased properties diversified across 19 states throughout the United States. The portfolio features 13 distinct tenants, including Woods Supermarket, Family Dollar, and Scheels All Sports, with nine CVS Pharmacy locations …

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Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022?

October 3, 2022

Which listed REIT which was originally a nontraded REIT program will merge with a Blackstone affiliate for $24.25 in the second half of 2022?   Answer: Bluerock Residential Growth REIT (“BRG”) will merge with an affiliate of Blackstone Inc. The merger proposal was approved by BRG shareholders. The stock traded at less than $12.00 per …

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Which nontraded REITs raised the most capital in Q2 2022?

September 14, 2022

Which nontraded REITs raised the most capital in Q2 2022? Answer: The top six nontraded REITs raising capital in Q2 2022 were: Blackstone REIT, Starwood REIT, FS Credit Real Estate Income Trust, Nuveen Global Cities REIT, Hines Global Income Trust and Ares Industrial REIT. Blackstone raised $6.67 billion, including DRIP proceeds. Starwood REIT raised $1.8 …

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According to the recent Cerulli Associates survey of financial advisors, what factor had the highest response rate for the question “What factor would drive increased alternative allocations?”

September 13, 2022

According to the recent Cerulli Associates survey of financial advisors, what factor had the highest response rate for the question “What factor would drive increased alternative allocations”? Answer: 59% of respondents cited “Enhanced liquidity of alternative investments” as a factor that would drive increased alternatives allocations, the top choice.