Financial advisors who are looking for alternatives to the higher risks of the stock market as well as individual investors seeking income and lower risk would be well-advised to check out these nontraded REIT offerings for the attractive risk vs. return profiles they have provided over the last two years plus. 

“It's a combination of the products being of a caliber that work and a desire on the part of individuals and financial advisors to increase the portion of alternatives in their portfolios,” says Zachary Vaughan, a managing partner at Brookfield Asset Management and CEO of Brookfield REIT

Year-over-year comparisons show capital raised by reporting nontraded REITs was up 69%.

“This project is a great addition to our portfolio of high-quality, development properties in growing markets,” said Chris Milner, Head of Cantor Fitzgerald Investment Management

It will be interesting to watch the investment strategies of the large nontraded REITs going forward.

Notably, while the S&P 500 index had cumulative negative returns of over 3.3% in the first three months of 2022, the cumulative median returns for the continuously offered NTRs was a positive 4.9%.

Sales reported by those ten NTRs totaled $774.8 million, up 27.2% from $609.4 million in February, and up 197% Y-O-Y from the $261.0 million in sales in March 2021.

The Company funded the purchase price and acquisition expenses with cash from its ongoing offering and the Citizens Facility...

All 11 of the continuously offered NAV REITs reported positive returns and a median total return for the group of 1.97%.