Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs... 1. Corporate Capital Trust has announced its intention and application to list on the NYSE under the ticker symbol “CCT”. 2. FS Investment Corporation II has been closed for over three years (March 2014), and Blue Vault…

How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs? Answer:  The median distribution yield, based on the original offering prices for nontraded REIT shares in Q1 2017 was 6.15%.  The average dividend yield for FTSE NAREIT All Equity REITs was…

Which nontraded REIT program recently changed its name and will be advised by The Lightstone Group? Answer:  Behringer Harvard Opportunity REIT II, Inc. on June 12, 2017, transitioned its advisory services to a subsidiary of The Lightstone Group and changed its name on July 20, 2017, to Lightstone Value Plus REIT V, Inc   Learn more about…

Which former nontraded REIT ranks 10th globally in the amount of industrial space owned as of December 31, 2016, according to National Real Estate Investor? DCT Industrial Trust has 74,000,000 square feet of industrial space according to NREI's report released July 27, 2017, and ranks 10th globally among all owners of industrial real estate.  DCT…

Which two nontraded REIT programs announced a merger agreement on May 30, 2017, and will be seeking shareholder approval?   Answer:  MVP REIT and MVP REIT II will file an S-4 with the SEC in connection with the proposed merger according to a filing on June 22, 2017   Learn more about MVP REIT on…

How many nontraded REIT's have been active and how many have liquidated?    

Nontraded BDCs have produced very attractive and consistent total returns. Since 2011, BDCs have produced a median annualized return of…. Since 2011, BDCs have produced a median annualized return of 8.7% assuming dividends were reinvested.

Which two nontraded REIT programs entered into a merger agreement on November 16, 2016, and approved the merger on May 24, 2017? Answer:  Moody National REIT I and Moody National REIT II shareholders voted to approve the merger of the two REITs on May 24, 2017.   Learn more about Moody National Companies on our…

Which nontraded REIT program made its final liquidating distribution in April 2017, completing its full-cycle event? Answer: Hines Real Estate Investment Trust, Inc.    Learn more abut Hines Securities, Inc. on our Sponsor Focus page. Click Here   Hines and Cousins Sign Lease With Crown Castle at 8000 Avalon in Atlanta, Georgia Hines to Develop…