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NAV in the Nontraded REIT World

NAV in the Nontraded REIT World

March 24, 2017

NAV in the Nontraded REIT World March 24, 2017 | by Beth Glavosek | Blue Vault Important regulatory changes have led the nontraded REIT industry to improve its reporting of net asset values (NAV) per share. It’s a relatively new concept for nontraded investments. NAV reporting has increased as a result of FINRA Regulatory Notice …

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What’s in Store at Summit 2017?

February 28, 2017

What’s in Store at Summit 2017? February 28, 2017 | by Beth Glavosek | Blue Vault   The 2017 Blue Vault Broker Dealer Educational Summit is just around the corner now that March is here. Have you marked your calendar for March 13-15, 2017? The Summit will be held at the Ritz-Carlton in downtown Atlanta. Broker …

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NASAA Guidelines

February 23, 2017

NASAA Guidelines February 23, 2017 | by Beth Glavosek | Blue Vault In July 2016, the North American Securities Administrators Association (NASAA) issued a request for public comment regarding an amendment to its policy on REITs. The proposal would add a uniform concentration limit of 10% of an individual’s liquid net worth, applicable to their aggregate …

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It’s a Fiduciary World After All

February 16, 2017

It’s a Fiduciary World After All February 16, 2017 | by Beth Glavosek | Blue Vault   The Department of Labor (DOL) Fiduciary rule conversation appears far from over now that new executive orders have potentially halted the rule’s implementation. As reported last week, President Donald Trump ordered the Labor Department to sideline the fiduciary rule …

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“Usually change is good, and that’s a good thing...”

January 30, 2017

“Usually change is good, and that’s a good thing...” Blue Vault’s 3rd Annual Summit January 30, 2017 | Stacy Chitty | Blue Vault Blue Vault’s 3rd annual educational Summit will be held March 13-15. The purpose of the meeting is to give leading alternative investment product sponsors, including those offering nontraded REITs, nontraded BDCs, Interval Funds, …

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Common Questions about IFCEFs

January 26, 2017

Common Questions about IFCEFs January 26, 2017 | by Beth Glavosek | Blue Vault Over the past year, Blue Vault has more closely tracked the sales of Interval Funds and nontraded Closed-End Funds (IFCEFs) and now includes their data in its research reports.   The following are common questions we hear about these types of investments:  …

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DOL Fiduciary Rule Challenged Again

January 18, 2017

DOL Fiduciary Rule Challenged Again January 20, 2017 | by Beth Glavosek | Blue Vault The Department of Labor’s long-debated Fiduciary Rule is once again being challenged by a group of lawmakers who say that the regulation is burdensome and costly. Congressman Joe Wilson (R-SC) with support from several national organizations has introduced a new …

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Nontraded REIT Industry Review - LifeStage™ Summary

January 12, 2017

Nontraded REIT Industry Review - LifeStage™ Summary January 12, 2017 | by Laurie Brescia | Blue Vault In each quarter's Nontraded REIT Industry Review you will find... a host of Nontraded REIT Industry data and charts preceding the individual REIT pages. Some of the data is in the "LifeStage™ Summary". In the Q3 2016 Review: Five REITs were Emerging …

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Nontraded BDCs Post Annualized Return of 14.7%

December 9, 2016

Nontraded BDCs Post Annualized Return of 14.7% December 9, 2016 | Blue Vault Nontraded BDCs this year have produced a median annualized return of 14.7%. Through the end of September 2016, BDCs have performed exceptionally well despite the slowest capital raise in four years. "Unfortunately, many investors are missing out on these returns because financial …

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Understanding Asset Management Fees

December 1, 2016

Understanding Asset Management Fees December 1, 2016 | by Beth Glavosek | Blue Vault Asset management fees (also known as Advisory Fees) are ongoing fees charged to investors in nontraded REIT programs. These fees accrue monthly or quarterly and are based on the sponsor’s definition of asset totals. While Blue Vault’s recent Fee Study found …

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ICYMI

November 22, 2016

In Case You Missed It... November 25, 2016 On November 9th, Blue Vault released it's first Nontraded REIT Fee Study. In the weeks leading up to and during the time of release, Blogs were posted to compliment this new study as well some timely commentary on current events. Here is a look at those posts: …

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Curious about Secondary Markets?

November 18, 2016

Curious about Secondary Markets? November 18, 2016 | by Beth Glavosek | Blue Vault One of the aspects of nontraded investments that investors must understand is the issue of illiquidity. That is, the intention of most nontraded programs is that investors will commit their money to the long-term and be able to give up access …

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The Future of Acquisition and Disposition Fees

November 16, 2016

The Future of Acquisition and Disposition Fees November 16, 2016 | by Beth Glavosek | Blue Vault Acquisition and disposition fees have long been a part of many nontraded REIT sponsors’ programs. The fees presumably cover costs related to acquisition and disposition activity. One sponsor, for example, states in its prospectus that it will pay …

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What’s Next for the DOL Fiduciary Rule?

November 11, 2016

What’s Next for the DOL Fiduciary Rule? October 11, 2016 | by Beth Glavosek | Blue Vault With the results of the U.S. election in, there’s already speculation about the future of the Department of Labor (DOL) fiduciary rule that was finalized last year. Some are defending the rule, while others are hoping it will …

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Different Types of Fees and How They Impact Shareholders – Part 3

November 3, 2016

Different Types of Fees and How They Impact Shareholders – Part 3 November 3, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders in nontraded REITs, from the initial public offering of common shares until …

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Different Types of Fees and How They Impact Shareholders – Part 2

October 27, 2016

Different Types of Fees and How They Impact Shareholders – Part 2 October 28, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders in nontraded REITs, from the initial public offering of common shares until …

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Different Types of Fees and How They Impact Shareholders

October 20, 2016

Different Types of Fees and How They Impact Shareholders October 20, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders in nontraded REITs, from the initial public offering of common shares until the full-liquidity event. …

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What’s Up (or Down) with Fees?

October 12, 2016

What’s Up (or Down) with Fees? October 12, 2016 | by Beth Glavosek | Blue Vault The introduction of Class T shares has had an interesting impact on the nontraded REIT industry from a sales perspective and distribution yield perspective. As we’ve discussed previously, the T share was introduced in response to investor concerns about …

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Blue Vault’s Second Quarter Report – What’s New?

September 30, 2016

Blue Vault’s Second Quarter Report – What’s New? Blue Vault has released its Second Quarter 2016 Nontraded REIT Industry Review. Here are some key findings from our research: Sales by nontraded REITs totaled an estimated $1.09 billion, down from the $2.35 billion recorded in Q1 2016. This number is more than 57% below the average …

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Essential Documents in the Due Diligence Process

September 23, 2016

Essential Documents in the Due Diligence Process September 23, 2016 | by Beth Glavosek and Alan Royalty | Blue Vault and Blue Vault Due Diligence In the world of investments, due diligence describes the duty of care and review to be exercised in connection with evaluating public offerings of securities.[1] With regard to alternative investments, …

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Getting Started with the Due Diligence Process

September 15, 2016

Getting Started with the Due Diligence Process September 16, 2016 | by Beth Glavosek, in collaboration with Alan Royalty and Scott Brown | Blue Vault and Blue Vault Due Diligence Services In a previous blog post, we highlighted the importance of using due diligence to make informed decisions. For Independent Broker Dealers in particular, due …

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Due Diligence Basics

September 9, 2016

Due Diligence Basics The first in a series of blog posts and other educational content produced as a collaboration with Blue Vault Staff writer, Beth Glavosek, and Blue Vault Due Diligence partners, Alan Royalty and Scott Brown. September 9, 2016 | By Beth Glavosek | Blue Vault According to Merriam-Webster, the term ‘due diligence’ has …

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A Closer Look at Today’s 1031 Exchanges – Part 2

August 24, 2016

A Closer Look at Today’s 1031 Exchanges – Part 2 August 24th, 2016 | by Beth Glavosek | Blue Vault   In last week’s post, we discussed how 1031 exchanges can benefit investors looking to defer a sizable tax burden on appreciated investment property. 1031s allow taxes on gains to be deferred when the proceeds …

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A Closer Look at Today’s 1031 Exchanges – Part 1

August 19, 2016

A Closer Look at Today’s 1031 Exchanges – Part 1 August 19, 2016 | by Beth Glavosek | Blue Vault Editor’s note: Last week, we reported that most 1031s are structured as a Tenants-in-Common (TIC) arrangement. TICs were popular at one time; however, the Delaware Statutory Trust (DST) is a more favored structure today. As …

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1031 Exchanges – What are They and How Do They Work?

August 10, 2016

1031 Exchanges – What are They and How Do They Work? Part two in a series on private placements. August 09, 2016 | by Beth Glavosek | Blue Vault 1031 exchanges can be helpful for people selling a piece of business or investment property. If they expect to sell the property for more than they …

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Best Due Diligence meeting in the industry. No sales pitches, senior level decision makers, meaningful discussions and the Broker Dealer networking sessions were especially useful. Thanks to Blue Vault for raising the bar!

Elizabeth Stevens SVP, Sandlapper Securities, LLC 2016 Broker Dealer Educational Summit 2016 May 30, 2016