Answer: For a sample of 39 REITs with third-party tender offers, those shareholders who invested in the first quarter of an NTR offering and held their shares until the full-cycle liquidity event had an...

Answer: At the end of 2019 there were 47,863 self storage facilities in the U.S. Strategic Storage Trust IV, a nontraded REIT, owned 22 self storage facilities as of December 31, 2019. 

Answer: There are a total of 66 full-cycle events covered in the recently released full-cycle study.  Blue Vault released the sixth edition of its Nontraded REIT Full-Cycle Performance Study in March 2020.

Answer: Total industry assets increased from approximately $93.9 billion in the second quarter of 2019 to approximately $101.0 billion in the third quarter of 2019...

Answer: Blue Vault produces semi-annual reports for 30 of the 34 interval funds who currently report net assets in excess of $100 million.  Blue Vault begins reporting on interval funds once they have achieved a full 12-month operating period and have exceeded net assets of $50 million.

Answer: InvenTrust Properties Corp. was the first NTR to file their 10-K for the 2019 fiscal year on February 21, 2020.  The second NTR to file was...

Answer: 12 NTRs had distribution yields of at least 5.00% as of September 30, 2019.  Moody National REIT II, Inc. lead all open NTRs with a distribution yield of 7.01%.

Answer: 16 NTRs reported total assets in excess of $2.0 billion as of September 30, 2019, with Blackstone Real Estate Income Trust leading...

Answer: The nontraded REIT industry acquired 420 properties in the third quarter of 2019, almost double the second quarter total of...