Decline in equity value of major nontraded REITs

SEP 07, 2012
  
Rank Non-listed REITs - closed Offering closed Total equity raised (in thousands) Offering share price Revaluation date Current share price* Equity value at current price (in thousands) Equity value decline (in thousands)
1 Retail Properties of America 2005 $4,520,500 $ 10.00 4/5/2012 $ 3.20 $1,446,560 $3,073,940
2 Inland American Real Estate Trust 2009 $9,303,600 $ 10.00 12/29/2011 $ 7.22 $6,717,199 $2,586,401
3 Behringer Harvard REIT I 2008 $2,845,900 $ 10.00 12/16/2011 $ 4.64 $1,320,498 $1,525,402
4 Wells Real Estate Investment Trust II 2010 $5,440,800 $ 10.00 11/1/2011 $ 7.47 $4,064,278 $1,376,522
5 KBS Real Estate Investment Trust 2008 $1,775,000 $ 10.00 12/31/2011 $ 5.16 $915,900 $859,100
6 CNL Lifestyle Properties 2011 $2,656,600 $ 10.00 8/1/2012 $ 7.31 $1,941,975 $714,625
7 Dividend Capital Total Realty Trust 2009 $1,800,200 $ 10.00 7/12/2012 $ 6.69 $1,204,334 $595,866
8 Hines Real Estate Investment Trust 2010 $2,368,300 $ 10.00 5/24/2011 $ 7.78 $1,842,537 $525,763
    Total $30,710,900       $19,453,280 $11,257,620
*Current Share Price is current reported share value by REIT, except Retail Properties of America which is the adjusted IPO price (pre-split). Source: MTS Research Advisors

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.