Report

State of the Market:
Non-Traded REITs and BDCs

In times of wild market volatility, alternative investments are alluring panaceas to vulnerable portfolios. Once reserved for institutional and ultra-high net worth investors, even some of the more exotic alternative investments are now mainstream. UMB's report provides an analysis of the current state of non-traded real estate investment trusts and non-traded business development companies plus insights on coming trends in this product segment.

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Uncorrelated asset vehicles such as non-traded real estate investment trusts and non-traded business development companies have recently piqued the curiosities of asset managers, advisors and even retail investors. These investment opportunities offer diversification, income, tax benefits and different risk return profiles. As the attraction of alternative investments such as NTRs and non-traded BDCs intensifies, asset managers are actively considering adding them to their product suites.

Analysis includes:

  • NTR & BDC AUM growth
  • Top managers & sponsors
  • Open versus closed offerings
  • Asset categories
  • Fees
  • Recent launches

Industry leading technology and expertise and service for retail alternative fund structures

UMB delivers industry-leading technology, expertise and service for private-placement, non-traded REITs, BDCs, interval and Reg D funds—including support for their special needs such as layered commission structures and unlimited investors.

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