Private, or non-traded, REITs are real estate investment trusts whose shares do not trade on public exchanges.
Log in to followI put 12k into a public non-traded REIT last year. This is the smallest amount I've ever felt nervous about, and the reason I'm writing it up is that the part that mattered wasn't…
I want the numbers on the fee side before I go further. Say I put in $50,000. What comes off the top before a dollar reaches a building, and what comes off every year after that.…
Spent the weekend in the advisory agreement and the repurchase plan for a NAV REIT rather than the fact sheet, which is where the fact sheet doesn't want you. The performance part…
The offering doc for a public non-traded REIT I'm reading caps share repurchases at 5% of NAV per quarter, with the board able to suspend the program entirely. Say the fund holds…
Sitting on 78k in cash. About 55k of it is the down payment plus reserves for a small rental I expect to close on in roughly nine months, assuming the market I'm shopping cooperat…
Running a service business means my income already moves with the market. When a slow quarter hits, the last thing I want is to open an app and watch a REIT ticker down 14% on the…
Numbers first. Six unit building, older brick, one market I know well. Gross scheduled rent 78k, actual collections last year 74.2k. Operating expenses ran 30.1k including taxes,…
The subscription docs for a public non-traded REIT are sitting in my inbox and I'm stuck on the tax paperwork before I even fund it. My brother-in-law does private real estate dea…
Two offering documents in front of me. One is a public non-traded REIT: registered with the SEC, audited annual financials, quarterly filings, $2,500 minimum, monthly subscription…
Small portfolio on the rental side, and I'm looking at a non-traded REIT for the part of my money I don't want tied to a roof. The offering says distributions may be funded from s…
Been circling a public non-traded REIT for four months. The number that stopped me is in the distributions table: for the trailing year, roughly 62% of distributions paid were fun…
Been reading offering documents for a few months now and I can't settle this one, so I'll put it to the room. The pitch for non-traded REITs is that the shares don't swing with da…
I had 85k sitting from a business payout and had narrowed most of it to a public non-traded NAV REIT. The exit was the part I couldn't get comfortable with, so I bought a small sl…