June Nontraded REIT and BDC Performance

July 13, 2016



June Nontraded REIT and BDC Performance

July 13, 2016 | by Beth Glavosek | Blue Vault

Wooden Blocks with the text: Equity

The numbers are in, and we have the latest data on nontraded REIT and BDC performance for the month of June.

After reaching a high mark in February of approximately $543.5 million, sales numbers declined each month through May, which ended at $410,018,690.

By the end of June, however, they had climbed back to $460,546,915, signaling an uptick of approximately $50.5 million or 12.3%. It’s possible that nontraded alternatives are becoming more attractive in today’s volatile, “post Brexit” global stock market.

June’s sales numbers were allocated as follows:

  • Nontraded REIT A shares: $132,624,907
  • Nontraded REIT T shares: $125,289,555
  • BDCs: $120,557,373

For complete historical sales data, please visit The Vault.

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Gordon Dunne
September 30, 2019

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”