Personal Finance and Investing

Last edited Fri Dec 9, 2022, 10:11 AM - Edit history (1)

And it appears the only way you would be able to liquidate any shares outside of the specified trading window is if you found another shareholder willing to buy them from you and even then it might not be allowed. It would appear the REIT is it’s own record keeper and they might just refuse to record the transaction.

I’ll have to read more to give a better answer, but suffice to say, the document I read states very clearly that these shares are not traded on any exchange so the only buyer and seller available to you is the REIT itself.

As far as “leveraging” them, it’s possible your bank or another financial institution would be willing to loan you money using your holdings as collateral, but that is something you would have to investigate.

See below, as I’ve added more detail. In the meantime, I hope I’ve been a little help, albeit perhaps not what you were hoping to hear.

Cheers