UMB: State of the Market: Non-Traded REITs and BDCs
August 9, 2022 | UMB
In times of wild market volatility, alternative investments are alluring panaceas to vulnerable portfolios. Once reserved for institutional and high-net-worth investors, even some of the more exotic alternative investments are now mainstream. This report provides an overview of the current state of non-traded real estate investment trusts and non-traded business development companies, plus insights on upcoming trends in this product segment.
Uncorrelated asset vehicles such as non-traded real estate investment trusts (‘non-traded REITs’ or ‘NTRs’) and non-traded business development companies (‘non-traded BDCs’) have recently piqued the curiosity of asset managers, advisors and even retail investors.
These investment opportunities offer diversification, income, tax benefits and different risk return profiles. As the attraction of alternative investments such as NTRs and non-traded BDCs intensifies, asset managers are actively considering adding them to their product suites.
