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August 2016 Alternative Investment Monthly Sales Are In!

September 13, 2016

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August 2016 Alternative Investment Monthly Sales Are In!

September 13, 2016 | by James Sprow | Blue Vault

Blue Vault Exclusive:

August sales have picked up from those reported for July by 20% for REITs and over 36% for BDCs. August nontraded REIT sales exceeded both June and May numbers, increasing by over $62 million over the averages for those two months. BDC sales had their best recent month in June with $120.6 million and August fell short of that total with $113.1 million.

The sale of Class T shares continues to climb, making up over 48% of total sales by REITs in August compared to 42% in May. The sponsor with the most nontraded REIT sales in August raised $66.3 million.

Among BDCs, the largest capital raise total by a sponsor was $62.5 million.

Not all nontraded REITs are reporting their distribution reinvestment program (DRIP) proceeds, which would add to the overall totals, although making only a very marginal difference.

2016 Sales for NTRs and BDCs by month:

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For complete historical sales data, please visit Monthly Sales.

Blue Vault is now aggregating monthly sales for 1031 Exchanges and Interval Funds! Watch this week’s NewsWire emails for these numbers as more information is received.

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Thomas E. Burns, III
July 29, 2015
February 22, 2016

I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.