How might an investment in a joint venture by a nontraded REIT represent increased leverage for its shareholders? Answer: If a joint venture investment includes the use of debt within the structure of the joint venture, the effective leverage for nontraded REIT investors is the combination of the debt used by the nontraded REIT and …
How might an investment in a joint venture by a nontraded REIT represent increased leverage for its shareholders?
Answer: If a joint venture investment includes the use of debt within the structure of the joint venture, the effective leverage for nontraded REIT investors is the combination of the debt used by the nontraded REIT and the debt used in the joint venture.
What percentage of outstanding debt principal was due before 2025 for those nontraded REITs in Blue Vault's Q2 2023 NTR Review? Answer: The nontraded REITs in Blue Vault's Q2 2023 NTR Review reported 3.09% of outstanding debt principal due in the last two quarters of 2023 and 10.65% due in 2024, for a total of…
Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…