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How many nontraded REITs have merged or are planning to merge since 2018?

September 30, 2020

How many nontraded REITs have merged or are planning to merge since 2018?

Answer: Currently there are 20 nontraded REITs that have merged or are planning to merge since 2018 and before the end of 2020. After these mergers there will be eight surviving REIT programs managing those merged property portfolios. Along with the mergers, at least five of the eight surviving REITs will also have internalized their management. 

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.