REIT Listing Status

What this video covers

• Why a listed real estate investment trust (REIT) trades by supply and demand, not net asset value (NAV), and why that pricing distinction matters versus mutual funds
• How public non-traded REITs can be SEC registered yet highly illiquid, and why public status does not mean liquid status
• The brutal math of 10-15% upfront fees on public non-traded REITs, and how only $8,500 of a $10,000 investment actually goes to work
• Why public non-traded REIT distributions may come from borrowed money or return of investor principal rather than operating income
• How private REITs use Regulation D private placement exemptions to bypass SEC registration entirely, and what that means for disclosure and eligibility
• The three-door matrix: SEC registered versus exchange traded versus liquidity, and how to use it as a cheat code for exam day
• Why private REITs are restricted to accredited or eligible investors capable of bearing complete loss of capital