Blue Vault Has Released Their First Nontraded REIT Fee Study!

November 9, 2016


Nontraded REIT Fee Study Now Available!

What is it?

The first Blue Vault Nontraded REIT Fees Study provides in-depth analysis of all fees associated with currently offered nontraded REIT investments, including definitions of the fees, how the fees impact shareholder returns, and a complete data set with each of the REIT’s share class fees as well as ranges, averages, and medians for the industry.

This study is the first of its kind, a comprehensive view of nontraded REIT fee structures, and the first to analyze the impacts of those fees on eventual shareholder returns. As the industry evolves with new share classes and class-specific expense allocations, such as the shareholder servicing fees assessed to Class T shares, it is more important than ever to understand how fees are calculated and assessed and how they will impact shareholders. The study includes both a glossary of terms as well as extensive tables and appendices with specific examples from the prospectuses of nontraded REITs. It also examines historical trends from closed offerings to identify how current offerings compare to those of the past.

How do you get it?

The Nontraded REIT Fee Study is available now, at no additional charge to new and existing financial advisors and Broker Dealer Partners subscribing to the NTR Review. To access the study, once you are logged in to the Blue Vault Website, click on Subscriber-Only Research, then Nontraded REIT Studies.

If you are a Financial Advisor and are not currently subscribing to the NTR Review, please contact Dawn McDaniel with Blue Vault by email or phone at 678-456-4787 for more information on pricing.

If you are a product sponsor, please contact Brooke Heffington with Blue Vault by email or phone at 678-456-4290 for more information on pricing.

Broker Dealers and other firms, including real estate companies and investment banks, should contact Betsy Ricks by email or by phone at 678-456-4640.

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Thomas E. Burns, III
July 29, 2015
February 22, 2016

I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.