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Why might the average selling commission percentage for a public offering of nontraded REIT shares be lower than the commission rate quoted for a $500,000 investment?

December 5, 2016

Why might the average selling commission percentage for a public offering of nontraded REIT shares be lower than the commission rate quoted for a $500,000 investment?

Equity Raised

Most programs offer a sliding scale of commission rates for larger purchases, resulting in a lower average selling commission rate for the offering.

 

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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.