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40 Nontraded REITs (56% of NTRs) were classified as Maturing according to Blue Vault’s LifeStage™ classification at December 31, 2015.

March 18, 2016

20160318_NTRLifeStageCount_web40 Nontraded REITs (56% of NTRs) were classified as Maturing according to Blue Vault’s LifeStage™ classification at December 31, 2015.

A Maturing LifeStage™ is classified as follows:

  • The REIT is closed.
  • Assets Under Management are usually greater than $500 Million
  • 4 – 8 years have passed since the initial effective date
  • Owns 30+ Properties/Investments
  • MFFO payout ration is 90%-200%
  • Debt to Total Assets Ratio is 25%-55%
  • Interest Coverage Ratio is 1.5-3.0X
  • Refined geographic, industry, and asset diversification
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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.