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Total Shareholder Returns for Continuously Offered Nontraded REITs in June Are Impressive

The total returns to shareholders in continuously offered nontraded REITs were consistently positive in June 2021 with all but…

Digital Infrastructure in the Post-COVID Environment

A Blue Vault Webinar presented by the team from Strategic Capital Fund Management on July 15, 2021, featuring…

June 2021 Nontraded REIT Capital Raise Increases 13.2% for Reporting Offerings

Blue Vault received June sales totals for 11 effective nontraded REIT program offerings as of July 10, 2021. Sales reported by…

Continuously Offered Nontraded REITs Continue Strong Performance in May

The continuously offered nontraded REITs have shown impressive increases in estimated Net Asset Values (NAVs) so far…

May 2021 Nontraded REIT Capital Raise Increases 6.0% for Reporting Offerings

Blue Vault received May sales totals for 11 effective nontraded REIT program offerings as of June 10, 2021. Sales reported by those…

Nontraded REITs With Increased Net Asset Values per Share

Thirteen nontraded REITs had increased net asset values per share from those published as of December 31, 2020, to the end of Q1 2021 on March 31, 2021. One nontraded REIT…

SmartStop’s H. Michael Schwartz Presents 2021 Update

On March 26, H. Michael Schwartz, CEO and President of SmartStop Self Storage REIT, Inc. (“SSSR”) presented an update with…

What You Need to Know About SPACs – Updated Investor Bulletin

You may have heard the term SPAC recently referred to in the financial or other news…

Ares Management Agrees to Acquire Black Creek Group

A subsidiary of Ares Management Corp. has entered into a definitive agreement to acquire Black Creek Group’s US real estate investment advisory and…

Highlights from the Q4 2020 NTR Review Presentation

Capital raised by nontraded REITs during Q4 2020 totaled an estimated $2,470.6 million, including DRIP proceeds and…

Trendemic: Are You Prepared for a Changed World?

On May 11, 2021, Paul Barausky, Chief Distribution Officer at Sealy Investment Securities, presented a webinar that addressed all of the changes and accelerations that have…

April 2021 Nontraded REIT Capital Raise Increases 37% for Reporting Offerings

Blue Vault received April sales totals for 10 effective nontraded REIT program offerings as of May 10, 2021. Sales reported by those…

Update on the Performance of Continuously Offered Nontraded REITs

The changes in net asset values per share (NAVs) for the continuously offered nontraded REITs were very encouraging as the commercial real estate market strengthened in the…

Continuously Offered Nontraded REITs Have Impressive Total Returns in March

With regular NAV revisions and distribution yields, the monthly total returns for continuously offered nontraded REIT shares can be calculated and…

March 2021 Nontraded REIT Capital Raise Increases 116% for Reporting Offerings

Blue Vault received March sales totals for 10 effective nontraded REIT program offerings as of April 12, 2021. Sales reported by those 10 NTRs totaled $260.96 million compared to…

February 2021 Nontraded REIT Capital Raise Decreases 12% for Reporting Offerings

Blue Vault received February sales totals for 10 effective nontraded REIT program offerings as of March 15, 2021. Sales reported by those 10 NTRs totaled…

Recent Total Returns to Continuously Offered Nontraded REITs

Most nontraded REITs with continuous offerings have reported their total returns for January 2021.  For the ten nontraded REITs that have reported total returns for…

How Advisors Thrive and Navigate Through Uncertainty with Leitbox Storage Partners

Blue Vault recently hosted Curtis Shoch, Managing Director of National Sales at Leitbox Storage Partners, Wayne Hast, Financial Advisor, and…

Continuously Offered Nontraded REITs Increase NAVs in January

There are 14 nontraded REITs that currently update their estimated NAVs per share either daily or monthly. As of February 23, 2021, 13 of the 14 had…

January 2021 Nontraded REIT Capital Raise Decreases 26% for Reporting Offerings

Blue Vault received January sales totals for 10 effective nontraded REIT program offerings as of February 11, 2021. Sales reported by…

Triton Pacific’s QSR Strategy and the Pandemic’s Third Wave

In October 2020 we spoke with Brian D. Buehler, President and CEO at Triton Pacific Securities, about the performance of their QSR (Quick Service Restaurant) portfolio…

Cottonwood Communities to Merge with Affiliates

On January 26, 2021, Cottonwood Communities, Inc. (“CCI”) entered into merger agreements to acquire each of Cottonwood Multifamily REIT I, Inc…

Resource Real Estate Completes Mergers of Three NTRs

Resource REIT, Inc. (“Resource”), formerly known as Resource Real Estate Opportunity REIT II, Inc., announced January 29 that…

Continuously Offered NTRs Show Return Resiliency in 2020

In a year that showed extreme volatility for the stock prices of listed REITs, the monthly rates of return for the 14 open continuous offering nontraded…

Cerulli Associates and Blue Vault Launch First Ever Comprehensive Survey on Alternative Investments

Cerulli Associates and Blue Vault have partnered on a brand new research study that seeks to understand advisor use of Alternative Investments via a comprehensive approach…

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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.”