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UPDATES
  • Perpetual Life REIT Returns Remain Steady in November 2017

    Perpetual life REITs continued their steady performance in November 2017 with institutional shares posting 0.67% returns in November and 5.79% returns YTD, while commissioned shares posted 0.72% returns in November and 5.29% returns YTD.

  • Perpetual Life REITs Offer Moderate Returns with Low Volatility - 3Q17

    Perpetual life REITs offer moderate returns with low volatility, which can be valuable for investors with short-term investment horizons or need to preserve capital. Comparatively, listed REITs have high returns with high volatility.

  • Perpetual Life REITs Post Steady Returns for October 2017

    In October 2017, perpetual life REITs posted 0.67% monthly returns and 5.86% TTM returns for commissioned shares and 0.69% monthly returns and 6.77% TTM returns for institutional shares.

  • Perpetual Life REITs Post Higher Returns in 3Q17

    In 3Q17, perpetual life REITs posted 1.77% quarterly returns and 5.85% TTM returns for commissioned shares and 1.98% quarterly returns and 6.66% TTM returns for institutional shares.

  • Non-Listed REIT Cap Rates Decline to 6.2% in 3Q17

    Non-listed REIT cap rates continued their eight-year decline to 6.2% for 3Q17 YTD. With average interest rates at 3.9%, non-listed REIT cap rate spreads are now only 2.3%.

  • Non-Listed REITs Raised Only $782 Million in 3Q17

    Non-Listed REITs raised only $782 million in 3Q17, which is the lowest quarterly capital raise in 12 years. Blackstone dominated non-listed REIT capital raise with 45% market share in 3Q17.

  • Non-Listed BDCs Post 4.3% Returns for 3Q17 YTD

    Non-listed BDCs posted -1.7 NAV changes and 4.3% total returns for 3Q17 YTD, both of which are steep declines from 2016 NAV changes and total returns.

  • Non-Listed BDCs Raised Only $201 Million in 3Q17

    Non-listed BDCs raised only $201 million in 3Q17 and $673 million for 3Q17 YTD, which is on pace for a steep 49% decline from fundraising in 2016.

  • Summit Launches Perpetual Life Non-Listed REIT Report

    Summit has launched its new Perpetual Life Non-Listed REIT Report that provides key insights and analytics on fundraising, returns, investments, financing, performance metrics, and total fee burdens for perpetual life non-listed REITs. Starting with 3Q17, this report will be available only to Summit subscribers.

  • Summit Launches New Non-Listed REIT Statistical Report

    Summit has launched its new Non-Listed REIT Statistical report that summarizes key market information on equity raise, AUM, investment returns & volatility, distributions, cap rates, interest rates, and cap rate spreads for non-listed REITs. This report supports general education on non-listed REITs.

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