Vacancies in the largest office markets are rising.

As of December 16, 2022, RREEF Property Trust had received share redemption requests during the quarter ending...

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).

A portfolio of five continuously offered nontraded REITs with reasonably low correlations between their respective returns has potential for significant reduction in portfolio risk while offering a return that is the weighted average of the respective REIT returns.

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%.

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%.