Among the 26 effective offerings by nontraded REIT programs that were open on June 30, 2016, 21 had multiple share classes, including Class T shares with trailing commissions. How many were offering Class T shares? Answer:  18 REIT programs    

2015 saw the highest number of new BDCs come to market since the inception of the industry. Guess how many new funds were introduced in 2015... Seven new funds entered the market in 2015.

NorthStar Healthcare Income REIT led all nontraded REITs in acquisitions in the 1st Quarter of 2016 with $534.5 million in real estate investments.  Which REIT led the industry in acquisitions in the 4th Quarter, 2015? Answer:  Griffin-American Healthcare REIT III with $1,212.8 million in acquisitions.

The estimated value of the proposed merger of Apple REIT Ten with Apple Hospitality to take place in the 3rd Quarter of 2016, based upon the opening share price for Apple Hospitality shares on June 30, 2016, was $10.73.  What was the book value of Apple REIT Ten shareholder equity per share on March 31,…

Franklin Square has raised a large portion of total industry capital over the past few years. Find out what percentage of total sales has been from Franklin Square...   54% of total capital raise since the beginning of 2013 was raised by Franklin Square.

American Realty Capital Global Trust II is one of the most globally diversified nontraded REITs in terms of non-U.S. assets.  What percentage of this REIT’s assets were outside the U.S. as of March 31, 2016? Answer: 95.5% American Realty Capital Global Trust II is sponsored by AR Capital.

Blue Vault is proud to be presenting at the Voya Forum today, Tuesday, July 26th. Stacy Chitty and Jared Schneider, Managing Partners, will be sharing the benefits of Blue Vault with top Financial Advisors.

Blue Vault monitors annual operating expenses as a percentage of net assets. Find out who had the lowest operating expenses as of Q1 2016... CĪON Investment Corp. had an annualized operating expense ratio of 2.90%, much lower than the industry average of 5.3%   CĪON Investment Corp. is sponsored by CĪON Investment Group. Learn more…

Based upon the opening share price of Apple Hospitality on June 30, 2016, the value of the proposed merger of Apple REIT Ten with Apple Hospitality to take place in the 3rd Quarter of 2016 would be approximately $10.73.  What price did a third party tender offer by McKenzie Capital on May 2, 2016, offer…