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When does a REIT stop paying a “stockholder servicing fee” on its Class T shares?

January 5, 2017

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When does a REIT stop paying a “stockholder servicing fee” on its Class T shares?

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The REIT will cease the payment of trailing “stockholder servicing fees” on its Class T shares when the total upfront selling commissions, dealer manager fees and stockholder servicing fees reach a certain percentage of gross proceeds from the sale of shares in the offering, including DRIP proceeds. This limit is usually 10% of the gross proceeds.

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Matthew C. Strife
Blue Vault Services
April 11, 2016

Blue Vault's services are without question great resources for the review of the nontraded products offered.