How does the $5.0 billion offering (including DRIP) that was filed by Blackstone in August 2016 compare to the initial public offering by InvenTrust (formerly Inland American Real Estate Trust) in 2005? Answer: The IPO for Inland American Real Estate Trust in 2005 was for $5.0 billion plus $400 million in DRIP, followed by a…

BDC front end sales commissions have come down significantly over the past 18 months with the implementation of new share and commission structures. As of June 30, 2016 the average sales commission is 5.4%, and two years prior it was 7.0%. This is due to some low and no front end commission share structures.

Blue Vault is proud to attend IPA Vision 2016 in Chicago, October 17-20. "IPAVision 2016 brings the industry together like never before, offering an immersive and interactive program focused squarely on our industry’s future. Professionals from across the Direct Investment community have the opportunity to network with their peers and work together toward our collective…

What percentage of nontraded REIT total assets are in the programs of the top five sponsors? Answer: 48.7% of total assets are held by the top five sponsors, as follows: Cole Capital 7.6% Hines Securities 7.6% KBS Capital Market Group 8.6% W.P. Carey 12.0% AR Global 12.8%

What percentage of total capital raised in the NTR industry in the 2nd Quarter 2016 was by the top five sponsors? Answer: 66.4% 

Blue Vault has identified nontraded closed-end funds AUM of well over $4.8 billion. Find out more about closed-end funds… Blue Vault will release its first ever Nontraded Closed-End Fund Review in just three weeks. To learn more about how you can get this new report, please call Dawn McDaniel at 678-456-4787 or email her at…

For determining suitability of investments in nontraded REITs, what percentage of an investor’s net worth have many states set as the maximum investment in these programs? Answer: 10% of their liquid net worth

What year did Congress make the amendment to allow the creation of Business Development Companies (BDCs)? Answer:  In 1980, Congress passed an amendment to the 1940 Investment Company Act to allow business development companies for the purpose of investing and encouraging private businesses in the United States.

What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability? Answer: the value of the investor’s home, home furnishings and automobiles