Interval Fund Capital Raise & Redemptions

In this report, we explore interval funds and the relationship between gross dollars raised and the value of redemptions over the past five fiscal years.  With the structure of interval funds requiring periodic repurchases of common stock (typically 5% of outstanding common stock per quarter), it is important to understand the net effects of capital flowing into the sector.

Capital Raise & Redemptions Study 2018

Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.