Which nontraded REITs raised the most capital in Q2 2022? Answer: The top six nontraded REITs raising capital in Q2 2022 were: Blackstone REIT, Starwood REIT, FS Credit Real Estate Income Trust, Nuveen Global Cities REIT, Hines Global Income Trust and Ares Industrial REIT. Blackstone raised $6.67 billion, including DRIP proceeds. Starwood REIT raised $1.8…

According to the recent Cerulli Associates survey of financial advisors, what factor had the highest response rate for the question "What factor would drive increased alternative allocations"? Answer: 59% of respondents cited "Enhanced liquidity of alternative investments" as a factor that would drive increased alternatives allocations, the top choice.

According to the recent white paper by Cerulli Associates in partnership with Blue Vault, what was the total assets in Nontraded REITs, Interval Funds, Nontraded BDCs and Tender Offer Funds in 2021? Answer: $344.8 billion

In the recent Cerulli Associates survey of financial advisors, in partnership with Blue Vault Partners, what was the most-cited challenge to investing in illiquid alternative investments? Answer: 53% of respondents cited "Lack of liquidity is not suitable for clients" followed by "Complexity of products makes due diligence difficult" cited by 42%. 

In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative? Answer: The median return to shareholders in continuously offered nontraded NAV REITs was negative only in March 2020, once in 31 months. The S&P 500 Index had negative total returns in…

According to a recent Cerulli Associates / Blue Vault survey of investment advisors, what is the expected portfolio distribution in all alternative investments in 2024? Answer: Survey respondents gave an average expected distribution in all alternative investments in 2024 of 17.5%, up from the 14.5% distribution in 2022. 

How many of the 16 offerings by nontraded REITs that were open as of June 30, 2022, are perpetual offerings with no specific closing date? Answer: 14 of the 16 offerings are perpetual. One offering is "continuous" and may have a full-cycle event in the future. One has a specific anticipated closing date. 

For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values? Answer: All but four of the nontraded REITs based their asset management fees on their total net asset value. The four based their asset management fees on the gross…

Which Company that recently completed a merger with a nontraded REIT has increased its dividends per share every year since going public in 1998? Answer: W.P. Carey has increased its dividend every year since going public in 1998. On August 1 it completed the merger of Corporate Property Associates 18 - Global. Class A shareholders…