When calculating the average rate of return over the life of a nontraded REIT program, which group of investors have the higher average rate of return when a program has a full-liquidity event and an associated capital gain on its common shares?
When there is a capital gain on a nontraded REIT’s common shares, those investors who invested last usually have the highest annualized average rate of return on their investment, unless the REIT had suspended distributions in the quarter(s) leading up to the full-liquidity event.
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