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Chartered Investment Manager (CIM) Practice Exam · Question

Consider a publicly traded REIT that has a Net Asset Value (NAV) per unit of $28.00. The current market price of the REIT unit is $25.20. If a client holds 500 units of this REIT, what is the total discount to NAV at which their position is trading?

The discount per unit is $28.00 - $25.20 = $2.80. For 500 units, the total discount is 500 units * $2.80/unit = $1,400.

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Question: Consider a publicly traded REIT that has a Net Asset Value (NAV) per unit of $28.00. The current market price of the REIT unit is $25.20. If a client holds 500 units of this REIT, what is the total discount to NAV at which their position is trading?

Answer options:

  • $1,200
  • $1,400
  • $1,600 ✅ $1,800

Correct answer: $1,800

Explanation: The discount per unit is $28.00 - $25.20 = $2.80. For 500 units, the total discount is 500 units * $2.80/unit = $1,400.

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