Stanger Research Reports
The Stanger Research Reports are a 20-50 page research reports on each fund including a recommendation, fundraising and redemption data, a review of the pricing of the real estate, a review of MFFO and dividends, a full 5-year projection of distributions and residual values and total return and a comparison to peers. The reports are $499 per report per user.
Current Reports:
Ares Real Estate Income Trust Inc.
Ares Industrial Real Estate Income Trust Inc.
Blackstone Real Estate Income Trust, Inc.
Brookfield Real Estate Income Trust Inc.
FS Credit Real Estate Income Trust, Inc.
Hines Global Income Trust, Inc.
JLL Income Property Trust, Inc.
KKR Real Estate Select Trust Inc.
Nuveen Global Cities REIT, Inc.
Starwood Real Estate Income Trust, Inc.
The Stanger Report
Published quarterly, The Stanger Report includes vital information to help industry professionals keep abreast of the direct participation program and non-traded REIT markets. In each issue you will find current program information on nearly every publicly-registered DPP and non-traded REIT in the marketplace from the time of initial SEC registration until final sales closing, including: program size, offering period, minimum investment, sponsor contact, targeted investments, current distribution rate, redemption provisions, fee structure and Stanger’s proprietary Investor Share Ranking that cuts through the complexities of fee structures and summarizes in one number the relative attractiveness of program fee structures.
Each issue also includes overall statistics on the size of the current market, quarterly fundraising, current distribution rates and latest valuation reports for closed non-traded REITs, market updates on new registrations, newly-effective issues and fund closings, secondary market transactions, and more.
The Stanger Report is available by subscription for $997 per year.
The Stanger Market Pulse
The Stanger Market Pulse is an exclusive monthly subscription service designed for executive, sales and marketing professionals in the non-traded REIT and DPP industries. The Stanger Market Pulse allows readers to track the latest industry fundraising trends by product type, monitor monthly fundraising results for each public program, compare sponsor fundraising trends and track their organization’s market share.
Readers can also identify “hot” products based on daily sales rates during the most recent month and quarter and compared with average daily sales rate in their industry segment.
The Stanger Market Pulse is available by subscription for $8,500 per year. (Special IPA member rate is $6,375.)
The Stanger Interval Fund Report
The Stanger Interval Fund Report tracks offerings in the interval fund market, including such interval fund investment categories as equities, debt/fixed income, hybrid, real estate, healthcare, energy, insurance/reinsurance, derivatives, hedge funds and exotics. Each quarterly issue of The Stanger Interval Fund Report includes: overall statistics on the size of the current market; aggregate industry, investment category and leading fund sales, redemption and net sales data; and timely listings of new registrations, newly effective funds, de-registered and liquidated funds.
In addition, The Stanger Interval Fund Report provides detailed profiles of each covered individual interval fund currently registered or raising capital. These profiles include: performance data, including current NAV, offering price, cash distribution rate, and total returns; portfolio statistics including industry focus and securities types held, total net assets, leverage limitation, traded vs untraded investments and concentration of investments; valuation and redemption frequency and limitations; expenses, including sales load, servicing fees, distribution fees, and contingent deferred sales charges, annual fund expenses and fee waivers; and summary background on the advisor and any co- and sub-advisors.
The Stanger Interval Fund Report is available by subscription for $997 per year.
The IPA/Stanger Monitor
Published quarterly, 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 publicly-registered non-listed REITs, including both open and closed Lifecycle REITs and Net Asset Value (“NAV”) REITs with a combined market capitalization of over $50 billion, as well as open and closed publicly-registered non-listed business development companies (“BDCs”). Presented are individual fund statistics including: inception date; front-end load; annualized one-year, two-year, three-year and since inception total returns by share class; and ranking of the top performing fund within each product type.
In addition, The IPA/Stanger Monitor tracks the Stanger Total Return Indices. These indices, The Stanger NAV REIT Total Return Index, The Stanger Lifecycle REIT Total Return Index and The Stanger BDC Total Return Index, measure overall industry performances on a quarterly basis.
The IPA/Stanger Monitor is available by subscription for $997 per year.
