UNLOCK THE POWER OF THE VAULT

Share Redemptions and Share Valuations – Looking Deeper

Blue Vault Nontraded REIT Full-Cycle Performance Study, 7th Edition: Executive Summary

December 7, 2022

Blue Vault Nontraded REIT Full-Cycle Performance Study, 7th Edition: Executive Summary December 7, 2022 | James Sprow | Blue Vault Between April 1997 and August 2022, 84 nontraded REITs have experienced full-cycle events, providing investors with full liquidity for their common shares. • The 17 most recent full-cycle events that took place between March 2020 …

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Blackstone REIT Share Repurchases Approaching Quarterly Limits

November 23, 2022

Blackstone REIT Share Repurchases Approaching Quarterly Limits November 23, 2022 | James Sprow | Blue Vault Recent comments by industry experts have suggested that share repurchase requests by the common shareholders of continuously offered nontraded REITs may in the coming months exceed the limits contained in the REIT prospectuses. Those prospectuses generally spell out the …

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Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs

November 10, 2022

Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs November 10, 2022 | James Sprow | Blue Vault One of the advantages of nontraded REIT investments is the lower volatility of valuations compared to listed REITs. The market value of listed REITs as indicated by the FTSE All Equity REITs index has fallen approximately …

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Blue Vault Fee Study: Executive Summary

October 19, 2022

Blue Vault Fee Study: Executive Summary October 19, 2022 | Blue Vault • There were 16 effective Open Nontraded REIT offerings as of June 30, 2022.  Of those, 14 were perpetual-life REITs, one was a continuous offering, selling daily or monthly NAV products, and one was life-cycle REIT. Ares Industrial Real Estate Income Trust positions …

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