With the withdrawal of AR Global from the nontraded REIT sponsors with effective REITs as of June, 2016, which sponsor is most likely to exceed AR Global in terms of total nontraded REIT assets by 3Q 2016? Answer:  W.P. Carey with over $10 billion in nontraded REIT assets in 1Q 2016 versus AR Global with…

Only two BDCs have a sector focus compared to the majority of the industry being generalists. See which ones... FS Energy and Power Fund focuses, as its name implies, on the energy and power sector, while NexPoint Capital focuses mostly on the healthcare sector. FS Energy and Power Fund is sponsored by Franklin Square Capital…

Which five nontraded REIT offerings reported the highest sales in their offerings in the month of June, 2016? Jones Lang LaSalle Income Property Trust (sponsored by Jones Lang LaSalle) Griffin Capital Essential Asset REIT II (sponsored by Griffin Capital Corporation) Dividend Capital Diversified Property Fund (sponsored by Dividend Capital) Carter Validus Mission Critical REIT II (sponsored by Carter/Validus…

As of Q2 2016, three BDCs had distribution yields over 8%. Sierra Income Corporation (8.89%) Corporate Capital Trust (9.07%) FS Energy and Power Fund (9.57%) All had yields over 8% as of Q2 2016.

What is the median asset management fee charged by REIT advisors for the offerings that were effective in June, 2016? Answer:  1.00%, with a range of 0.5% to 1.6%  

Which nontraded REIT program had the highest sales in the month of June, 2016? Answer:  Among those programs reporting to Blue Vault, Jones Lang LaSalle Income Property Trust had the highest sales total in June, 2016. Jones Lang LaSalle Income Property Trust is sponsored by Jones Lang LaSalle. Click here to learn more about this…

Among the 18 REIT programs offering Class T shares as of June 30, 2016, selling commissions ranged from 0.0% to 3.0%, with annual distribution or shareholder servicing fees ranging from 0.0% to 1.125% annually. How many offerings had a 2.00% selling commission? Answer:  Nine of the 18

Monthly nontraded REIT and BDC Sales. July 2016 Sales Nontraded REIT Sales $300,463,171 Nontraded BDC Sales $83,882,214 See All     Note: While the Blue Vault reported monthly sales figures do include the vast majority of all Nontraded REIT and Nontraded BDC sales, it does not include all. Blue Vault soon hopes to receive all additional…

One BDC sponsor has raised more than half of the total capital raise in the past four years. Franklin Square has raised 56%, or $12.6 billion. of the $22.4 billion raised since 2012.