Events
Understanding & Evaluating Nontraded BDCs
July 26, 2015
What is a Business Development Company?
A business development company (BDC) is an SEC-registered investment company that invests in primarily private U.S.-based businesses. This form of company was created by Congress in 1980 as amendments to the Investment Company Act of 1940. BDCs are typically taxed as regulated investment companies (RICs). Similar to REITs, BDCs are required to distribute at least…
July 26, 2015
Investment Timing and Performance in Full-Cycle Nontraded REITs
Many investment professionals assume that it is better to invest in nontraded REITS later in their fundraising period rather than earlier. The recent study of full-cycle events by nontraded REITs performed by Blue Vault and the University of Texas McCombs School of Business The University of Texas at Austin, casts doubt on that assumption.
July 26, 2015
The LifeStages™ Classification System—Using Meaningful Metrics to Compare Nontraded REITs
When recommending and choosing nontraded REITs for their clients, most advisors know the importance of looking at key metrics such as debt, distribution yield, MFFO payout ratios, and portfolio diversification. However, these metrics may vary greatly from REIT to REIT depending on where each program is in its life cycle.
July 26, 2015
Timing and Selection in the Performance of Full-Cycle Nontraded REITs
In the recent study prepared in collaboration with The University of Texas called, “Nontraded REIT Industry Full-Cycle Performance Study” in addition to analyzing the total returns of the 17 nontraded REITs that went full-cycle between 1990 and March 2012, the findings also provided insights into what we might call “Timing versus Selection.”
Summit 2015
Blue Vault held its Inaugural Broker Dealer Educational Summit in April 2015 at the Ritz-Carlton, Atlanta. Blue Vault was extremely grateful for the support and participation of its attendees. The Summit allowed us to bring together leading Broker Dealers and product Sponsors to create the dialogue our industry needs to promote better transparency, education, and performance…
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