The 12 nontraded REITs that have most recently reported their net asset values per share (NAVs) changes over a one-month period have an average increase in those values of 0.28%.

...it is quickly evident that the reporting by nontraded REITs on their success of collecting rents during the COVID-19 pandemic is spotty at best.

Some REITs have published letters to their shareholders in which they report how the pandemic has affected their rent collections.

...two measures of relative safety might be the combination of a real estate portfolio’s weighted average occupancy and its weighted average lease maturity.

Thus far in 2020, six nontraded REIT offerings have been suspended or announced suspensions.

...nontraded REIT managers are contemplating or have already taken action to delay or discontinue distributions.

Triple-net leases protect the property owners from the responsibilities for maintenance, taxes, insurance, and other expenses that are borne by the tenants and their corporate owners.

Front-end loads in the alternative investment industry are typically thought of as fees charged to purchase common shares in public offerings, whether they be nontraded REITs, nontraded BDCs, or interval funds.

On February 11, Blue Vault presented a webinar exploring the performance of programs sponsored by CNL Financial Group (“CNL”).  Founded in 1973 by...