Inside the Vault Archives - Page 2 of 86

Inside the Vault

July 26, 2023

Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023?

Which nontraded REITs had the top five distribution yields for REITs with closed offerings as of March 31, 2023? Answer: The five REITs with the highest distribution yields among the closed REITs as of March 31, 2023, were Lightstone Value Plus REIT I, Procaccianti Hotel REIT, InPoint Commercial RE Income, SmartStop Self Storage REIT, and…

July 19, 2023

How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023?

How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023? Answer: The amount of debt outstanding in the interval fund industry has increased from approximately $6.0 billion as of March 31, 2022, to $8.8 billion as of March 31, 2023, an increase of approximately…

July 12, 2023

How many interval funds reported total assets of at least $1 billion as of March 31, 2023?

How many interval funds reported total assets of at least $1 billion as of March 31, 2023? Answer: Sixteen funds reported assets in excess of $1 billion as of March 31, 2023, making up approximately 83.3% of the industry total. Cliffwater Corporate Lending Fund led the industry at $15.1 billion, followed by ACAP Strategic Fund…

July 5, 2023

What percentage of the total assets held by 44 nontraded REITs as of March 31, 2023, were held by the largest five REITs, in terms of assets?

What percentage of the total assets held by 44 nontraded REITs as of March 31, 2023, were held by the largest five REITs, in terms of assets? Answer: Approximately 80.1% of the total assets held by 44 nontraded REITs as of March 31, 2023, ($236.4 billion) were held by the largest five REITs ($189.3 billion).

June 28, 2023

Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter?

Which nontraded REIT raised $284.5 million through its offering in Q1 2023, including reinvested distributions, for second place among all NTRs with open offerings in the quarter? Answer: JLL Income Property Trust ranked second among nontraded REITs raising capital in Q1 2023, with $284.5 million in total proceeds from its offering, including DRIP proceeds.

June 21, 2023

Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023?

Which active nontraded REIT lists 87 Medical Office properties in its property portfolio as of March 31, 2023? Answer: Sila Realty Trust, Inc. listed 87 Medical Office properties, 22 Inpatient properties, 18 Rehabilitation properties, and 4 Healthcare properties in their portfolio as of March 31, 2023.

June 12, 2023

In the property-level data for all active nontraded REITs, which types have the highest property counts?

In the property-level data for all active nontraded REITs, which types have the highest property counts? Answer: The highest number of property types in the NTR data are: Single Tenant (476), Multifamily (438), Medical Office (314), Self Storage (238), Industrial (208), Warehouse/Distribution Center (199), and Healthcare (190). Single family rentals are included as 27 portfolios…

June 7, 2023

What were the total equity sales by FS Credit Real Estate Income Trust through the first four months of 2023?

What were the total equity sales by FS Credit Real Estate Income Trust, a nontraded REIT, through the first four months of 2023? Answer: The REIT raised $319.5 million in the first four months of 2023, including proceeds from DRIP.

May 31, 2023

Which Interval Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund that reported sales to Blue Vault for those months?

Which Interval Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund that reported sales to Blue Vault for those months? Answer: Bluerock Total Income+ Real Estate Fund reported sales of $113.3 million in March and $51.6 million in April, the most of any Interval Fund…