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…

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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…

Which nontraded REIT announced a new NAV on January 11, 2017 of $13.15 per share as of September 30, 2016, compared to the previous NAV per share of $12.40 as of December 31, 2015? Answer:  Hartman Short Term Income Properties XX, Inc. Learn more about Hartman Advisors, LLC on our Sponsor Focus page.  Click Here

Which nontraded REIT sponsor had raised the most capital year-to-date as of September 30, 2016? Answer:  Dividend Capital had three effective nontraded REIT programs that had raised $481.4 million in the year-to-date ended September 30, 2016. Learn more about Dividend Capital on our Sponsor Focus page Click Here  

How many assets under management do effective nontraded closed-end funds have? Answer: There are 12 effective interval funds with $3.8 billion under management

How many new nontraded REIT offerings had been introduced in 2016 as of September 30, 2016? Answer:  Nine new offerings had been introduced in the first nine months of 2016.  This compares to six new offerings for all of 2015.

16 leading alternative investment product sponsors are attending Blue Vault’s 2017 Educational Broker Dealer Summit in March to discuss their performance with the independent channel’s top Broker Dealers.  Is your Broker Dealer attending?

2 BDC Sponsors manage 73.5% of the total industry’s assets. Find out who and how much each manages.  Answer: FS Investments manages nearly $12.7 billion in nontraded BDC assets, or 54% of the total industry. CNL Financial Group manages nearly $4.5 billion or 19% of the total industry.