Inside the Vault

March 6, 2017

Which nontraded REIT announced a 10.2% increase in its NAV per share from December 8, 2015, to December 8, 2016?

Which nontraded REIT announced a 10.2% increase in its NAV per share from December 8, 2015, to December 8, 2016? Answer: KBS Strategic Opportunity REIT, Inc. Learn more about KBS Capital Markets Group on our Sponsor Focus page. Click Here

March 2, 2017

Blue Vault’s Broker Dealer Partners will attend its upcoming March 13-15 Summit to hear from 16 alternative investment sponsors and conduct their own due diligence on the sponsors and the securities offerings they sell on behalf of their financial advisors. One of the more unique parts of the Blue Vault Summit is the private interaction conducted by the attending Broker Dealers immediately following each sponsor presentation.

Blue Vault’s Broker Dealer Partners will attend its upcoming March 13-15 Summit to hear from 16 alternative investment sponsors and conduct their own due diligence on the sponsors and the securities offerings they sell on behalf of their financial advisors. One of the more unique parts of the Blue Vault Summit is the private interaction…

February 28, 2017

Who has the highest regular distribution rate in the interval fund and nontraded CEF world?

Who has the highest regular distribution rate in the interval fund and nontraded CEF world? Answer: FS Global Credit Opportunities ADV shares have an 8.26% distribution rate, the T-shares have a 7.32%. Learn more about FS Investments on our Sponsor Focus page. Click Here

February 27, 2017

Which nontraded REIT announced increases in its NAV per share of 6.58% and 5.88% as of September 30, 2015 and 2016 respectively?

Which nontraded REIT announced increases in its NAV per share of 6.58% and 5.88% as of September 30, 2015 and 2016 respectively? Answer: KBS Real Estate Investment Trust III, Inc. Learn more about KBS Capital Markets Group on our Sponsor Focus page. Click Here

February 23, 2017

Which nontraded REIT has announced three yearly increases in NAV per share since 2013 of 1.37%, 6.07% and 8.47%?

Which nontraded REIT has announced three yearly increases in NAV per share since 2013 of 1.37%, 6.07% and 8.47%? Answer: Hines Global REIT, Inc. Learn more about Hines Securities, Inc. on our Sponsor Focus page. Click Here

February 22, 2017

Two interval funds have more than $2 billion in AUM. Think you’ve heard of them?

Two interval funds have more than $2 billion in AUM. Think you’ve heard of them? Answer: Stone Ridge Trust II has $3.5 billion in AUM ACAP Strategic Fund has $2.8 billion in AUM

February 20, 2017

Which two nontraded REITs announced plans to merge on November 16, 2016, subject to approval by their shareholders?

Which two nontraded REITs announced plans to merge on November 16, 2016, subject to approval by their shareholders? Answer: Moody National REIT I and Moody National REIT II announced plans to merge. Both REIT I and REIT II are sponsored by Moody National REIT Sponsor, LLC, an affiliate of the Moody National Companies, a full-service…

February 16, 2017

The Broker Dealers attending the Blue Vault Educational Summit are making a conscious decision to invest in and serve their financial advisors.

The Broker Dealers attending the Blue Vault Educational Summit are making a conscious decision to invest in and serve their financial advisors. Click to View

February 14, 2017

Which nontraded REIT had an original offering price of $10.00 per share in November, 2009 and had an NAV per share of $14.81 as of September 30, 2016?

Which nontraded REIT had an original offering price of $10.00 per share in November, 2009 and had an NAV per share of $14.81 as of September 30, 2016? Answer: KBS Strategic Opportunity REIT, Inc. announced the NAV per share as of September 30, 2016, on December 15, 2016. Learn more about KBS Capital Markets Group on…