Nontraded REIT Capital Raise vs Redemptions

The purpose of this study is to explore the relationships between gross dollars raised by nontraded REITs and the value of common share repurchases during their respective public offerings. With the recent trend in the industry toward continuous public offerings and increased liquidity via share repurchase programs, it is important to understand the net effects of new capital flowing into the sector and the impacts that share redemptions have on the net capital raised.

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Related: Interval Fund Capital Raise & Redemptions Study 2018

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.