| Company | 2Q invested assets ($M) | Original share price | Current share value1 | Original distribution rate | Current cash distribution rate | 2Q14 FFO payout ratio2 |
|---|---|---|---|---|---|---|
| Inland American Real Estate Trust | $10,128.5 | $10 | $6.94 | 6.20% | 5.00% | 75% |
| Corporate Property Associates 17 Global | $4,564.7 | $10 | $9.50 | 6.50% | 6.50% | 81% |
| Apple Hospitality | $3,960.0 | $11 | $10.10 | 8.00% | 7.25% | 83% |
| Industrial Income Trust | $3,747.6 | $10 | $10.40 | 6.00% | 6.00% | 100% |
| Tier REIT | $3,455.8 | $10 | $4.20 | 7.00% | 0.00% | N/A |
| CNL Lifestyle Properties | $3,343.4 | $10 | $6.85 | 6.25% | 4.25% | 108% |
| Griffin-American Healthcare REIT II | $3,056.2 | $10 | $10.22 | 6.50% | 6.65% | 143% |
| Monogram Residential Trust | $2,879.1 | $10 | $10.03 | 7.00% | 3.50% | 189% |
| Cole Credit Property Trust IV | $2,833.0 | $10 | $10.00 | 6.25% | 6.25% | 145% |
| KBS Real Estate Investment Trust II | $2,714.1 | $10 | $10.29 | 6.50% | 6.50% | 98% |
| Cole Corporate Income Trust | $2,606.3 | $10 | $10.00 | 6.50% | 6.50% | 94% |
| Hines Real Estate Investment Trust | $2,422.1 | $10 | $6.40 | 6.00% | 2.90% | 88% |
| American Realty Capital Trust V | $2,233.5 | $25 | $25.00 | 6.60% | 6.60% | 86% |
| KBS Real Estate Investment Trust | $2,058.0 | $10 | $4.45 | 7.00% | 0.00% | N/A |
| Landmark Apartment Trust | $1,889.4 | $10 | $8.15 | 6.00% | 3.00% | 38% |
| Phillips Edison - ARC Shopping Center | $1,846.9 | $10 | $10.00 | 6.50% | 6.70% | 129% |
| Steadfast Income REIT | $1,592.7 | $10 | $10.24 | 7.00% | 7.00% | 165% |
| Strategic Storage Trust | $731.5 | $10 | $10.79 | 7.00% | 6.50% | 120% |
| Signature Office | $676.4 | $25 | $25.00 | 6.00% | 6.00% | 83% |
| Lightstone Value Plus REIT | $643.2 | $10 | $11.80 | 7.00% | 7.00% | 69% |
1 As of June 30 2 Funds from operations is based on NAREIT-defined funds from operations. N/A = not available. Source: MTS Research Advisors
| Company | 2Q equity raised ($M) | 2Q invested assets ($M) | Original share price | 2Q portfolio cap rate | Current cash distribution rate | 2Q14 FFO payout ratio * |
|---|---|---|---|---|---|---|
| ARC Global Trust | $1,036.5 | $809.1 | $10 | 7.94% | 7.10% | 241% |
| ARC Healthcare Trust II | $722.2 | $185.8 | $25 | 7.61% | 6.80% | 1826% |
| Carter Validus Mission Critical REIT | $670.9 | $1,431.7 | $10 | 7.83% | 7.00% | 188% |
| Corporate Property Associates 18 Global | $398.7 | $633.3 | $10 | 7.42% | 6.25% | 374% |
| Griffin Capital Essential Asset REIT | $297.0 | $1,759.9 | $10 | 7.55% | 6.75% | 132% |
| ARC - Retail Centers of America | $177.4 | $200.7 | $10 | 7.36% | 6.40% | 281% |
| Phillips Edison - ARC Grocery Center REIT II | $138.3 | $28.7 | $25 | 7.03% | 6.50% | N/A |
| NorthStar Healthcare Income | $134.2 | $274.9 | $10 | 6.82% | 6.75% | 659% |
| Carey Watermark Investors | $101.6 | $1,316.1 | $10 | N/A | 5.50% | 74% |
| KBS REIT III | $97.4 | $1,485.1 | $10 | 6.92% | 6.26% | 84% |
| CNL Healthcare Properties | $91.6 | $1,272.5 | $10 | 7.06% | 4.00% | 79% |
| ARC Realty Finance | $73.9 | $156.1 | $25 | N/A | 8.25% | 118% |
| Cole Office & Industrial REIT (CCIT II) | $68.6 | $214.9 | $10 | 6.78% | 6.30% | 125% |
| ARC New York City REIT | $63.1 | $7.3 | $25 | 6.65% | 6.00% | N/A |
| Apple REIT Ten | $56.7 | $958.5 | $11 | 9.86% | 7.50% | 78% |
| Hines Global REIT | $54.8 | $4,385.1 | $10 | 7.20% | 6.25% | 87% |
| Inland Real Estate Income Trust | $50.4 | $237.6 | $10 | 6.91% | 6.00% | 108% |
| Industrial Property Trust | $47.0 | $65.6 | $10 | 5.30% | 4.50% | 100% |
| NorthStar Real Estate Income II | $44.5 | $158.0 | $10 | N/A | 7.00% | 491% |
| Jones Lang LaSalle Income Property Trust | $26.1 | $944.1 | $10 | N/A | 4.26% | 57% |
*Funds from operations are based on NAREIT-defined funds from operations and adjusted for acquisition costs and expenses. N/A = not available. Source: MTS Research Advisors
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
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.
