What is a “debt investment fee” and how does it apply to a nontraded REIT?

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Answer: If a nontraded REIT invests in real estate-related debt instruments, it may pay a debt investment fee to the sponsor for arranging the acquisition of the debt investments. It has a similar impact on shareholder returns to an acquisition fee paid to the sponsor for real estate property investments.

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How much equity capital did nontraded BDC programs raise in September 2023 via public offerings?

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Which Interval Fund reported the greatest total of capital raise among all Interval Funds in the first six months of its fiscal year 2023?

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What percentage of outstanding debt principal was due before 2025 for those nontraded REITs in Blue Vault’s Q2 2023 NTR Review?

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Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports...

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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

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