Publications

- November 1, 2014: Vol. 1, Number 2

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Non-listed REITs: The Evolution of Income

by Kevin Hogan

Today, a confluence of factors is shedding new light on non-listed REITs and their place in a diversified investment portfolio. Many investors continue to recalibrate their portfolios to withstand historically low interest rates and a fickle stock market. And with some 10,000 baby boomers retiring daily, it is easy to see why so many are embracing income vehicles such as non-listed REITs to sustain and fund their lifestyles into retirement. 

As a result, in recent years non-listed REITs have surged in demand. In 2013 the industry recorded sales of $19.5 billion, up nearly 90 percent from the previous year. And through the first half of 2014, the industry is outpacing the previous year’s record first-half sales by another 2 percent, with approximately $8.7 billion through July 31.

 But while record sales growth is a strong indicator of healthy product demand, it is not possible unless the products are delivering value for investors.

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