May 15, 2023
Stacy Chitty: Nontraded REIT Asset Management Fees
In this Blue Vault Minute, Stacy Chitty highlights findings on the impact of Nontraded REIT asset management fees on shareholder returns from Blue Vault's recent Nontraded REIT Fee Study, 4th Edition.

In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights findings on the impact of Nontraded REIT asset management fees on shareholder returns from Blue Vault’s recent Nontraded REIT Fee Study, 4th Edition.

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Higher Interest Rates and Nontraded REIT Refinancing

Higher Interest Rates and Nontraded REIT Refinancing

As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%...These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.
An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”

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Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

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