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Industry Intel

Characteristics of Nontraded REITs

Whether you’re considering investing in a nontraded REIT (or other ‘alternative’ investment) or your financial advisor has recommended one to you, there are some key things to know about what makes these REITs a little different from others.

Investment Equity Raised

    July 2017

    Nontraded REIT Sales
        $246.9 million 

    Nontraded BDC Sales
       $42.2 million

    Nontraded Closed-End Fund Sales
       $111.8 million

    Private Placement Sales 
       $149.4 million

    Total Alternative Investment Sales
       $550.3 million

    *Updated 8/14/17
    Blue Vault cannot guarantee the accuracy of the numbers listed above. Blue Vault compiles sales each month for nontraded REITs, BDCs, Closed End Funds, Private Placements and Interval Funds. Reported sales are verified each quarter for any program that files financial reports with the SEC.  The monthly reported figures are estimates based upon voluntary reports from product sponsors.

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Blue Vault Events

Blue Vault is hosting the 2017 Blue Vault Broker Dealer Educational Summit March 13 - 15, 2017 in Atlanta, GA at the Ritz Carlton.

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The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.

Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Broker Dealer Educational Summit 2016 April 14, 2016