The Nontraded REIT Industry Review is a quarterly publication available by subscription only. The 90+ page report consolidates data from public sources into a user-friendly format. Every nontraded REIT, open and closed, is included in Blue Vault’s quarterly Review until there is a full and complete liquidity event. No REIT is excluded. Each report includes:
- Over 20 key performance metrics with peer comparisons for more than 70 individual nontraded REITs (open and closed NTRs)
- Analysis of each specific asset class, rotating quarterly, and the REITs that primarily invest in the corresponding asset class (each asset class is analyzed approximately once per year)
- Commentary on the commercial real estate market in general
- Commentary on real estate trends and analysis for the nontraded REIT industry as a whole
- Overview of liquidity events occurring during the corresponding quarter
- Numerous pages of informative industry data
Learn more about the following Nontraded REIT studies that are available with your paid nontraded REIT subscription.
- Nontraded REIT Full-Cycle Performance Study
- Nontraded REIT NAV Study (Download this study, at no cost to you, now.)
- Nontraded REIT Fee Study
All Nontraded REIT Studies are available at no additional charge to new and existing financial advisors and Broker Dealer Partners subscribing to the NTR Review.
- Are you a financial advisor with a retail book of business or investor? If yes, please visit the Blue Vault Store. Questions? Please contact Dawn McDaniel at Dawn.McDaniel@BlueVaultPartners.com or dial 678-456-4787.
- Product sponsors, contact Brooke Heffington at Brooke.Heffington@BlueVaultPartners.com or 678-456-4290.
- Contact Betsy Ricks at Betsy.Ricks@BlueVaultPartners.com or 678-456-4640 if you are a:
- Broker Dealer
- Real estate investment company
- Investment bank
- Retail investor
- Any entity other than a sponsor or financial advisor with a retail book of business
- Are you a member of the Financial Services Institute (FSI)? If yes, congratulations! Please inquire about your nontraded REIT subscription discount for financial advisors and Broker Dealers only!
- For information on advertising, reprint licensing or custom research, please contact Brooke Heffington at Brooke.Heffington@BlueVaultPartners.com or 678‑456‑4290.
In addition to Blue Vault’s nontraded REIT Industry Review, subscribers also receive access to:
- The Vault… Blue Vault’s online library of historical data, providing subscribers with over 1,500 individual research pages and over 18 quarterly Reviews, dating back to the 4th quarter of 2009.
- Blue Vault’s NewsWire… delivers the most relevant alternative investment industry news, including nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings, right to your inbox. Sign up for this free service now by clicking here.
- Insights…from Inside the Vault… an educational document focusing on different topics unique to nontraded REITs to help Blue Vault subscribers better understand all relevant REIT characteristics and features.
- Blue Vault’s Brief–Nontraded REIT Year In Review… published annually, the Brief provides subscribers with a “year in review” of the most significant nontraded REIT industry highlights that occurring during the previous year. The Brief also includes Blue Vault’s opinions and best estimates of what the new year will hold for nontraded REITs.
- Blue Vault’s Full-Cycle Studies, completed collaboratively with the Universities of Texas and Georgia. Blue Vault completed its first of several studies on nontraded REIT total returns in 2012. Approximately every 12 months an additional edition to the studies is completed.
- Blue Vault's Nontraded REIT Fee Study provides in-depth analysis of all fees associated with nontraded REIT investments currently offered, including definitions of the fees, how the fees impact shareholder returns, and a complete data set with each of the REIT’s share class fees, as well as ranges, averages, and medians for the industry.
- Blue Vault's Nontraded REIT NAV Study of the pricing and net asset values of nontraded REIT programs is the first compilation of such data for all effective programs by Blue Vault and reports every offering price for most common share classes, each subsequent offering price change, each announcement of net asset values (NAVs) by share class and the “as of” date for those announcements.