Non-Traded REITs

Diversifying portfolios with private real estate

What is an NTR?

Non-Traded REITs (NTRs) are private real estate investment vehicles not listed or traded on a public exchange

NTRs are designed to provide access to institutional-caliber private real estate–for example, offices, warehouses, shopping malls, and apartments–that generate income via rents. NTRs encourage long-term investing and provide limited liquidity via repurchase plans, where investors may have to sell their shares at a discount. They give investors exposure to real estate without the volatility of publicly traded REITs, but the lack of a secondary market for NTRs restricts liquidity.

1Diversification does not ensure a profit or protect against loss.