October Nontraded REIT and BDC Investment Sales

November 11, 2016

October Nontraded REIT and BDC Investment Sales

November 10, 2016 (Updated 11/16/16 5:32pm EST) | by Beth Glavosek | Blue Vault


Blue Vault has compiled sales data on nontraded alternative investments for the month of October.

Here are some quick highlights of October’s sales results for nontraded REITs and BDCs:

  • Total Nontraded REIT market: $334.4 million*
    • Nontraded REIT A shares: $109.9 million
    • Nontraded REIT T shares: $150.3 million
  • Nontraded Business Development Companies (BDCs): $81.8

*The total for the nontraded REIT market includes sales of A, A DRIP, I, R, T, T DRIP, and W shares.

Sales for Nontraded Closed-End Funds and Private Placements are still being tallied.  We will send send an update on October sales when we have received all of the data.

For complete historical sales data, please visit our Monthly Sales section in The Vault.


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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.