Blue Vault’s Second Quarter Report – What’s New?

September 30, 2016

Blue Vault’s Second Quarter Report – What’s New?

File Aug 30, 10 57 50 AMBlue Vault has released its Second Quarter 2016 Nontraded REIT Industry Review. Here are some key findings from our research:

  • Sales by nontraded REITs totaled an estimated $1.09 billion, down from the $2.35 billion recorded in Q1 2016. This number is more than 57% below the average quarterly totals for 2015 of $2.54 billion.
  • At the current pace of capital-raising, the industry may not exceed $5 billion in sales in 2016.
  • There were 25 nontraded REITs raising capital during Q2 2016. There were no new full-cycle events consummated in the second quarter.
  • As the industry continues to evolve, 27 nontraded REITs offered multiple share classes compared to just six REITs as recently as 2014.

New in the Second Quarter: We began posting individual REIT reports from the Quarterly Review to our website as soon as possible after the REITs’ SEC filings, well before all of the data was compiled. This helped to shorten the time that subscribers waited to receive our analyses. Blue Vault continues to work to improve our processes to shorten the release dates and publishing cycle as much as possible for the benefit of our subscribers.Blue Vault remains committed to providing continuing performance data, standardized analysis, and complete transparency on every nontraded REIT. Additionally, we’re committed to expanding our information services to include detailed educational content on nontraded REITs, nontraded BDCs, closed-end funds, and private placements.

Current Subscribers can click here to go directly to the Second Quarter 2016 Nontraded REIT Review, just click on the plus next to 2016.

Read more about what is contained in this quarter’s report, read our cover letter and view the table of contents by clicking below.



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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.