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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…

CIM Commercial Trust Faces Calls for Board Changes

A pair of CIM Commercial Trust activist investors called for a board overhaul at the office real estate investment trust, expecting that a new board would…

December 2020 Nontraded REIT Capital Raise Increases 41% for Reporting Offerings

Blue Vault received December sales totals for 12 effective nontraded REIT program offerings as of January 10, 2021. Sales reported by those 12 NTRs totaled…

Nontraded REITs Compare Favorably When Market Volatility Increases

In the history of the nontraded REIT industry, it has been difficult to make a case for the stability of REIT pricing compared to listed REITs because the…

Starwood Real Estate Income Trust Declares December Distributions

On December 31, 2020, Starwood Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount…

Blackstone Real Estate Income Trust Declares December Distributions

On December 31, 2020, Blackstone Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount set forth…

Triton Pacific’s Quick Serve Restaurants Offer Tasty Resilience

We recently spoke with Brian Buehler, President and CEO at Triton Pacific Securities, about the performance of their Quick Service Restaurant…

November 2020 Nontraded REIT Capital Raise Decreases 31% for Reporting Offerings

Blue Vault received November sales totals for 13 effective nontraded REIT program offerings as of December 8. Sales reported by those 13 NTRs totaled…

Blackstone Real Estate Income Trust Declares November Distributions

Blackstone Real Estate Income Trust (BREIT) on November 27, 2020, declared distributions for each share class of common stock.  The distribution rate is the same for…

October 2020 Nontraded REIT Capital Raise Increases 38.5% for Reporting Offerings

Blue Vault received October sales totals for 12 effective nontraded REIT program offerings as of November 11. Sales reported by those 12 NTRs totaled…

How COVID-19 Has Revealed the Non-Correlation and Lower Volatility of Alternatives

In a Blue Vault webinar entitled “Why Wealth Advisors are Looking More Closely at Alternative Strategies During the Pandemic” broadcast on October 29, H. Michael Schwartz…

Steadfast Apartment REIT Distribution Declaration

On October 14, 2020, the Board of Directors of Steadfast Apartment REIT, Inc. approved and authorized a daily distribution to stockholders of record as…

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.