March 6, 2017 Comments (0) Current Investigations

Carter Validus Mission Critical REIT II for Sale

FINRA's BrokerCheck
(Last Updated On: March 6, 2017)

Concerned about investment losses in Carter Validus Mission Critical REIT II?

Have you suffered investment losses in Carter Validus Mission Critical REIT II? If so, The White Law Group may be able to help you recover your losses by filing a FINRA Dispute Resolution claim against the brokerage firm that sold you the investment.

Carter Validus Mission Critical REIT II is a non-traded, publicly registered REIT that intends to employ a long-term, net lease strategy in order to help mitigate risk, provide greater certainty of rental income and maximize value for fund shareholders, according to their website

Latest News on Carter Validus Mission Critical REIT II

To cash out its investors, Carter Validus is considering two separate transactions to divest its assets: one for its portfolio of data centers and one for its medical properties, according to Financial-Advisor Magazine.

Carter Validus is looking for buyers for its data center assets, valued at more than $1 billion, according to the company. It is also reviewing options, including a potential sale, for the remainder of the portfolio.

According to the sources, no deal is certain and asked not to be identified because the deliberations are confidential.

In 2015, Carter Validus hired investment bank Goldman Sachs Group Inc to review strategic alternatives, but subsequently announced, after assessing its options, that it had decided against a sale.

Healthcare real estate has been caught up in the same U.S. post-election tumult that has challenged the wider industry, as lawmakers debate healthcare reforms that could greatly alter many hospitals and medical facilities.

The Trouble with REITs

REITs are complicated and often risky investments which should only be sold to high-net worth and sophisticated investors.

The White Law Group is investigating the liability that FINRA registered brokerage firms may have for improperly selling high-risk REITs, like Carter Validus Mission Critical REIT II, to their clients.

Notwithstanding the risks of investing in REITs, brokerage firms continue to push this type of investment because of the high commissions associated with their sale and creation.  Brokerage firms generally make between 7-10% for selling a REIT, which is far in excess of the typical commission for more traditional investment types.

Fortunately, FINRA does provide for an arbitration forum for investors to resolve such disputes. If a broker or brokerage firm makes an unsuitable investment recommendation or fails to adequately disclose the risks associated with an investment they may be found liable for investment losses in a FINRA arbitration claim.

Free Consultation

Please contact The White Law Group at 1-888-637-5510 for a free consultation, to determine whether you may be able to recover investment losses incurred as a result of your purchase of Carter Validus Mission Critical REIT II or another REIT.

The White Law Group is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Vero Beach, Florida. The firm represents investors throughout the country in claims against their brokerage firm.

For more information on the firm and its representation of investors, visit www.WhiteSecuritiesLaw.com.