Recent Performance of a Nontraded REIT’s NAV vs. Listed REITs November 10, 2022 | James Sprow | Blue Vault One of the advantages of nontraded REIT investments is the lower volatility of valuations compared to listed REITs. The market value of listed REITs as indicated by the FTSE All Equity REITs index has fallen approximately…

Using the Blue Vault Database for all Nontraded REITs, we can calculate the weighted average debt for all active...

While the total monthly returns on both the S&P 500 Index and the NAREIT All REIT Index have fluctuated wildly over the past 33 months...

As expected with the economy-wide rise in interest rates, the weighted average interest rates on nontraded REIT (NTR) debt...

Much of the variable rate debt used by nontraded REITs is tied to SOFR, the Secured Overnight Financing Rate...

Blue Vault received September 2022 sales totals for eleven nontraded REIT program offerings as of October 18, 2022. Sales reported...

There were 16 effective Open Nontraded REIT offerings as of June 30, 2022.  Of those, 14 were perpetual-life REITs, one was a continuous offering, selling daily or monthly NAV products, and one was life-cycle REIT.

From our earliest reports in Q3 2009, Blue Vault has been reporting the NAREIT-defined Funds from Operations (FFO) as well as Modified Funds from Operation (MFFO).

The merger of Corporate Property Associates 18 – Global (“CPA 18”) with W.P. Carey was completed on August 1, 2022. In this article we look at the financial...