Nontraded REIT Pros and Cons – Putting it All Together
May 26, 2017 | by Beth Glavosek | Blue Vault
We’ve been looking at the pros and cons of nontraded REITs for individual investors. To sum things up, nontraded REITs may be appropriate for investors who can set aside a portion of their investment holdings (usually no more than 10%) for a period of up to seven years or so, are comfortable with illiquidity, and can tolerate the ups and downs of the real estate market.
The following is a simple overview of the pros and cons an investor might consider when deciding if a nontraded REIT investment is right for his or her portfolio.
Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.