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How many NTRs had average total returns to early investors in excess of 7.00% from the 45 full-cycle events as of October 31, 2015?

December 21, 2017

How many NTRs had average total returns to early investors in excess of 7.00% from the 45 full-cycle events as of October 31, 2015?

equity investment

Answer:  26 NTRs had average returns to early investors that exceeded 7.00%, with a median return for all 45 NTRs of 7.35% without distribution reinvestment.  The median return with distributions reinvested was 8.13%.  

According to Blue Vault's 4th Edition Nontraded REIT Full-Cycle Performance Study

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I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.

Gil Armour, CFP SagePoint Financial, Inc. February 3, 2016