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Among the 70 common stock share classes currently being offered by nontraded REITs, how many have annual distribution or shareholder servicing fees that are deducted from distributions?

October 6, 2021

Among the 70 common stock share classes currently being offered by nontraded REITs, how many have annual distribution or shareholder servicing fees that are deducted from distributions?

Answer: Of the 70 share classes currently being offered, 42 have annual distribution or shareholder servicing fees that range from 0.25% to 1.00% annually.

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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.