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Looking for High Occupancy and Long-Term Leases in Nontraded REIT Portfolios (Q4 2019)

In today’s turbulent financial markets it’s very difficult to identify safe havens for investment. With regard to commercial real estate, two measures of relative safety might...

Nontraded REIT Liquidity and the Coronavirus

As we’ve mentioned in other articles recently, nontraded REIT manages are contemplating or have already take action to delay or discontinue distributions. Some asset types are being hit...

Looking for High Occupancy and Long-Term Leases

In today’s turbulent financial markets it’s very difficult to identify safe havens for investment. With regard to commercial real estate...

The Potentially Confusing Front-End Load

When investors or financial advisors think about front-end loads, what comes to mind?  Front-end loads in the alternative investment industry are typically thought of as...

A Deeper Look at CNL

On February 11, Blue Vault presented a webinar exploring the performance of programs sponsored by CNL Financial Group (“CNL”).  Founded in 1973 by...

A Deeper Look at Owl Rock

On January 23, 2020, Blue Vault Partners hosted a webinar covering the performance history of Owl Rock Capital Partners (“Owl Rock”).  Owl Rock is an alternative asset manager founded in...

NTR Performance and Property Sector Concentrations

In looking at the total returns to shareholders reported by eleven nontraded REITs with continuous offerings and monthly or daily net asset value (NAV) reporting, it’s apparent...

A Deeper Look at Leitbox, Sixty West, and Triton Pacific

On October 8, Blue Vault presented a Webinar introducing three companies that sponsor alternative investment programs...

A Deeper Look at Cottonwood Residential & AR Global

On September 10, 2019, Blue Vault presented a Webinar on the performance of the 15 nontraded REITs sponsored by AR Global (formerly American Realty Capital) and Cottonwood Residential...

Q2 2019 "Vault View" NTR & BDC Quarterly Review Summary

On September 17, Blue Vault presented a webinar summarizing the performance of nontraded REITs and nontraded BDCs in the 2nd Quarter...

A Deeper Look at CIM Group and SmartStop

Blue Vault presented a Performance Series Webinar on Tuesday, September 24, that covered the nontraded REIT programs sponsored by...

What Every RIA Needs to Know About Alternative Investments

On August 14, Blue Vault presented a webinar entitled “What Every RIA Needs to Know About Alternative Investments.” The webinar was moderated by...

A Deeper Look at Carter Validus and Griffin Capital

On August 6, Blue Vault presented a Performance Webinar featuring the nontraded REITs sponsored by Carter Validus REIT Management Company and...

Are Interval Funds Performing?

Interval Funds offer investors the ability to invest in private and illiquid securities, such as direct lending to medium-sized businesses...

A Deeper Look at Black Creek and Resource

Blue Vault presented an evaluation of the four alternative investment programs sponsored by Black Creek Group and the five alternative investment programs...

A Deeper Look at Blackstone, Bluerock Real Estate, and CION Investment Group

In this Performance Series Webinar, Jim Sprow and Luke Schmidt of Blue Vault presented analysis of the performance of five...

Finding Value and Opportunities in the CRE Marketplace

On June 27, 2019, Blue Vault hosted an educational webinar with the focus on finding value and opportunities in the commercial real estate marketplace. The webinar had a panel format...

Do Nontraded REITs Have Exposure to Bank Branch Closures?

According to S&P Global Market Intelligence, bank branch closings are continuing to outpace new openings, as customers are using more online and mobile banking services. According to a June 5 article by Chris Hudgins at S&P Global, branch closings reached an all-time annual...

The Impacts of Accounting Standard ASC Topic 842 on NTR Balance Sheets

On January 1, 2019, nontraded REITs adopted Financial Accounting Standards Board, or FASB, Accounting Standards Codification, or ASC Topic 842. The change in accounting standards potentially impacts both the assets and the liabilities...

Capital Raise vs. Share Redemptions by NTRs with Continuous Offerings

Capital Raise vs. Share Redemptions by NTRs with Continuous Offerings May 20, 2019 | James Sprow | Blue Vault The liquidity features of continuously offered nontraded REIT programs and interval funds can be attractive to investors who may shy away from programs that historically have locked up their funds for many years without clearly defined …

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Breaking Down Alternative Investment Sales

Sales by reporting nontraded REITs during Q1 2019 totaled an estimated $1.712 billion, including $1.129 billion in sales by Blackstone REIT. The total did not include sales...

The True Cost of Borrowing for Nontraded REITs

The use of leverage increases both the expected rates of return to a REIT’s shareholders and the financial risk associated with debt. Interest expense is a fixed...

A Deeper Dive into Strategic Storage Growth Trust’s Full-Cycle Performance

On January 24, 2019, Strategic Storage Trust II (SST II) acquired Strategic Storage Growth Trust by way of a merger. Upon completion of the merger, each share of Strategic Storage Growth Trust (SSGT) common stock (consisting of...

The Interesting Case of Highlands REIT-Part II in a Series on InvenTrust Properties Corporation

Highlands REIT, Inc. was created in 2016 to own and manage substantially all of the “non-core” assets previously owned and managed by InvenTrust...

The Latest Full-Cycle Events for Nontraded REITs

In June 2012, Blue Vault published the first comprehensive study of full-cycle events in the nontraded REIT industry. Since that time, five editions of Nontraded ...

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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.”