KKR blocks REIT withdrawals in latest redemption wave

Published 01/19/2023, 02:19 PM
Updated 01/19/2023, 02:34 PM
© Reuters. FILE PHOTO: Trading information for KKR & Co is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York, U.S., August 23, 2018. REUTERS/Brendan McDermid
BX
-
KKR
-

By Chibuike Oguh

NEW YORK (Reuters) - Private equity firm KKR & Co (NYSE:KKR) Inc has blocked investors from cashing out of its $1.6 billion non-traded real estate income trust (REIT) after withdrawal requests exceeded pre-set limits, according to a regulatory filing.

KKR is the latest manager of private REITS to limit investor withdrawals following similar curbs at REITs managed by Blackstone (NYSE:BX) Inc and Starwood Capital.

KKR told investors of its KKR Real Estate Select Trust Inc this week that it received redemption requests greater than 5% of its quarterly net asset value as of the end of December.

As a result, KKR allowed investors to redeem just $79.3 million, which is equivalent to approximately 62% of the total investors' repurchase requests of about $128 million.

A KKR spokesperson declined to comment.

Investors are increasingly looking to cash out of private REITs amid a growing disparity in their returns and those generated by public REITS.

© Reuters. FILE PHOTO: Trading information for KKR & Co is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York, U.S., August 23, 2018. REUTERS/Brendan McDermid

KKR reported that its REIT generated an 8.32% return as of the end of December compared with the publicly traded Dow Jones U.S. Select REIT Total Return Index, which fell 25.96% over the same period.

(This story has been corrected to change size of REIT to $1.6 billion from $1.5 billion in first paragraph)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.