Publications

Real Estate - JULY 29, 2019

IPA releases third edition: IPA/STANGER MONITOR tracks nonlisted BDC performance

by Released

The Stanger NAV REIT Total Return Index and The Stanger Lifecycle REIT Total Return Index showed cumulative returns (distributions and capital appreciation) of 23 percent and 14.7 percent, respectively, for the three years ended June 30, 2019, according to a THE IPA/STANGER MONITOR third report.

The pricing and performance of all REITs generally reflects the underlying performance of the real estate owned which in turn is based upon cash distributions and net asset value of the equity.

THE IPA/STANGER MONITOR is sponsored by the Institute for Portfolio Alternatives and authored and published by Robert A. Stanger & Co., Inc. THE IPA/STANGER MONITOR performance analysis tracks the total return of nonlisted REITs, including 49 lifecycle REITs and 10 net asset value REITs with a combined market capitalization of more than $51.5 billion. Nonlisted products are generally designed to eliminate some volatility of the traded market while still providing the transparency of a publicly registered company.

To read the report, click here.

Forgot your username or password?