homeslider_artboard-1_feestudyavailable

The Nontraded REIT Fee Study is available by subscription only.

Nontraded REIT Fee Study

The first Blue Vault Nontraded REIT Fees 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.

This study is the first of its kind to be a comprehensive view of the fee structures of nontraded REIT offerings, and the first to analyze the impacts of those fees on eventual shareholder returns. As the industry evolves with new share classes and class-specific expense allocations, such as the shareholder servicing fees assessed to Class T shares, it is more important than ever to understand how fees are calculated, assessed, and will impact shareholders. The study provides both a glossary of terms as well as extensive tables and appendices with specific examples from the prospectuses of nontraded REITs. It also examines historical trends from closed offerings to identify how current offerings compare to those of the past.

Purchase your Nontraded REIT subscription today!

Are you a financial advisor with a retail book of business or investor? If yes, please visit the Blue Vault Store. Questions? Please email Dawn.McDaniel@BlueVaultPartners.com or dial 678-456-4787.

Broker Dealers, email Betsy.Ricks@BlueVaultPartners.com or dial 678-456-4640 .

Product sponsors, email Brooke.Heffington@BlueVaultPartners.com or dial 678-456-4290.

Are you a real estate company or entity, other than a financial advisor with a retail book of business or an investor? If yes, please phone Blue Vault toll free at 1-877-256-2304 for subscription information.

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 email Brooke.Heffington@BlueVaultPartners.com or dial 678‑456‑4290.

 

default image

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.

John E. Moriarty, ChFC Founder & President, e3 ConsultantsGROUP December 2015 February 3, 2016