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Events
Business Development Company (BDC) History May 11, 2015

Business Development Company (BDC) History

Business Development Company (BDC) History 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…
Types of REITs May 11, 2015

Types of REITs

REITs can vary by two main factors: 1. What they invest in, and 2. How they're organizationally structured Let’s look at these two factors and discuss the potential advantages of each. What they invest in REITs can invest either in properties/hard assets or they can invest in lending/debt. The first kind is known as an…
What Is a REIT? May 11, 2015

What Is a REIT?

The term REIT is short for Real Estate Investment Trust—it’s pronounced “REET.” As an investor, you may have seen REITs offered as an option within your 401(k), or sometimes, financial advisors recommend REITs to their clients. A REIT is very similar to a mutual fund. While a mutual fund may invest in a variety of…
Traded REIT Premiums and Discounts to NAVs – Reading the Tea Leaves March 19, 2015

Traded REIT Premiums and Discounts to NAVs – Reading the Tea Leaves

Full-cycle events within the nontraded REIT sector provide interesting and potentially valuable insights.  Whenever a nontraded REIT lists its shares on a public exchange, or merges with a listed company, the market valuation of its shares is revealed after years of reporting share prices based upon the original issue price or subsequent “NAV” reports based…
What’s MFFO and Why Should I Care? October 23, 2014

What’s MFFO and Why Should I Care?

In investing as in sports, a few people tend to focus on statistics while most don’t, but we all care about winning and losing. There are some numbers that reveal a lot about whether we’re winning or losing, and some numbers that only the “stats geeks,” or in the case of investing, the analysts, seem…
In a League of Their Own October 10, 2014

In a League of Their Own

Real estate cycles and the stock market do not move in lockstep with one another. And while there may be a few good reasons to use publicly traded REIT indexes as a comparison for nontraded REIT performance, the values of nontraded REITs are more closely tied to the real estate cycle. As a result, direct…
Blue Vault Questions Investment News Article September 24, 2014

Blue Vault Questions Investment News Article

In the article written by Bruce Kelly of InvestmentNews on September 17, 2014, titled “Nontraded REITs stack up well compared with traded REITs,” he states that an August 2014 Green Street Advisors study is the “first to track nontraded REIT performance in comparison with their traded counterparts.” Unfortunately, Mr. Kelly forgot to check his facts…
Blue Vault LifeStages 101 August 7, 2014

Blue Vault LifeStages 101

When considering an investment in nontraded REITs, both investors and financial advisors need to be aware that these investment vehicles move through distinct developmental stages over time as they grow from inception to maturity. As a result, their performance characteristics more closely mirror those of direct property investments, private equity, and other illiquid vehicles. In…
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