REIT Investment Track Record

 

 

 

 

Inland Investments has sponsored eight non-listed REITs since 1994 and was the first sponsor to list a non-listed REIT on the New York Stock Exchange (NYSE). Inland Investments has completed five full-cycle non-listed REIT programs that have provided liquidity to stockholders. The status of other Inland Investments-sponsored REITs includes one self-managed, one closed offering and one currently in offering. Important Risk Factors to Consider.

“We take great pride in the fact that Inland has never lost sight of its humble beginnings. Our team dedicates their lives to investor satisfaction by using our decades of business experience and providing broad-based support whenever needed.”
Daniel L. Goodwin
Principal & Chairman
The Inland Real Estate Group of Companies, Inc.

 

 

Prior Public REIT Performance

 

 

N/A = Not Applicable. This REIT has not had a full-cycle liquidity event.

* Inland Residential Properties Trust, Inc. offered three share classes – Class A, Class T and Class T-3 – with respective returns being 2.57%, 2.81% and 1.02%.

The Median Annual Leverage as of the last full quarter prior to completion for Inland Real Estate Corporation, Inland Retail Real Estate Trust, Inc., Inland Western Retail Real Estate Trust, Inc., Inland Diversified Real Estate Trust, Inc., and Inland American Real Estate Trust, Inc. was 31.95%, 49.75%, 48.74%, 47.95%, and 42.37%, respectively. The Median Annual Leverage for Inland Residential Properties Trust, Inc. was 60.50%. Aggregate compensation paid or reimbursed to Inland Investments or its affiliates as of the last full quarter prior to completion for Inland Real Estate Corporation, Inland Retail Real Estate Trust, Inc., Inland Western Retail Real Estate Trust, Inc., Inland Diversified Real Estate Trust, Inc., Inland American Real Estate Trust, Inc., and Inland Residential Properties Trust, Inc., in thousands, was $78,410, $286,281, $636,317, $165,722, $1,373,955, and $7,543, respectively. Aggregate compensation paid or reimbursed to Inland Investments or its affiliates includes selling commissions and dealer manager fees, the majority of which was reallowed to third-party soliciting dealers. Factors that affect aggregate compensation include the amount of primary offering gross proceeds, length of time Inland managed the REIT and number of properties purchased by the REIT.

About the Return Data in Chart

The chart set forth above is being provided for historical purposes only. The returns stated are net of sales load and based on certain assumptions, including that distributions were paid in cash, no redemptions were made during the holding period and the investment was relinquished or sold on the date of (i) self-management at the internalization value or net asset value (NAV), as applicable, of such stock or (ii) the liquidity event at the liquidation value of such stock. Internalization value means the value of the stock of the REIT as determined in connection with the self-management transaction which was a transaction among the REIT, its advisor and property management and not a liquidity event available to all stockholders. Returns can vary significantly depending on when an investment was made and sold in the program. Click the "view details" buttons above for more detail.

Explanation of Calculations

Inland-Managed Annual Return = Total consideration (distributions plus internalization value or NAV at self-management) to an investor who invested on the first day of the REIT’s primary offerings, minus the offering price, divided by the offering price, divided by the total period of time from the first day of the REIT’s primary offerings to date of self-management.

Annual Return Through Full Liquidity = Total consideration (distributions plus liquidation value of stock) to an investor who invested on the first day of the REIT’s primary offerings, minus the offering price, divided by the offering price, divided by the total period of time from the first day of the REIT’s primary offerings to date of liquidity event. With respect to Inland Real Estate Corporation, Inland Retail Real Estate Trust, Inc. and Inland Western Retail Real Estate Trust, Inc., Inland no longer managed the REIT as of the date of the liquidity event.

Past performance is not a guarantee of future results. An investment in any of Inland Investments’ programs is not an investment in any other Inland- related entity. Returns from an investment in an Inland Investments-sponsored program may differ materially from the returns of an investment in any other entity owned, controlled or sponsored by Inland Investments. Please consult the program prospectus or other offering document for a complete discussion of risk factors that can affect distributions to investors.

This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.

The Inland name and logo are registered trademarks being used under license. “Inland” refers to The Inland Real Estate Group of Companies, Inc. which is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof. Inland Securities Corporation, member FINRA/SIPC, is dealer manager for investment programs sponsored by Inland Investments. For more information on Inland Securities Corporation, visit FINRA BrokerCheck.