Overview
Bonaventure CEO Dwight Dunton was featured on the ADISA YouTube channel in a conversation focused on NAV REITs, including how they’re structured, how they’re valued, and what investors should understand about liquidity and long-term performance. Dwight joins Greg Mausz (ADISA Director and Senior Managing Director at Skyway Capital Markets) to share a practical, operator-level perspective on what matters most when evaluating real estate investment vehicles in today’s market.
Key Takeaways
- What NAV REITs are and how they differ from traditional real estate investment structures
- How valuation is approached and why transparency matters
- Liquidity considerations, including redemption features and investor expectations
- The importance of disciplined underwriting and fundamentals over market noise
- What investors should review when assessing long-term alignment and stability