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The Nontraded REIT Full-Cycle Performance Study is available by subscription only. Subscribers, if you are logged in, click here to access the report now.

The Nontraded REIT Full-Cycle Performance Study analyzes the returns that nontraded REITs have provided to shareholders with full liquidity. Full-cycle events occur in the nontraded REIT industry when a REIT completes a listing of its common stock on a public exchange, is acquired by or merged with another entity, or liquidates its investment portfolio. In order to estimate the total returns to shareholders during the life of a nontraded REIT, the liquidity event must provide shareholders the opportunity to completely liquidate their common stock holdings in arms-length transactions for the first time.

The Study compares the returns to shareholders in nontraded REITs to returns to shareholders in both traded REITs and institutional portfolios over matched holding periods and adjusting for asset type, regional diversification, leverage and costs of debt. The Study also provides comparisons to returns over matched holding periods for unweighted indices for traded REITs, institutional portfolios, common stocks and intermediate-term bonds, as well as returns for early redemptions, tender offers and nontraded REIT returns adjusted for sales loads.

View a sample of the Fourth Edition Nontraded REIT Full- Cycle Performance Study (published January 26, 2016).


Purchase your Nontraded REIT Full-Cycle Performance Study today!

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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.