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Characteristics of Nontraded REITs and Other Alternative Investments
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.
Sponsor Corner
Asset Class Snapshot: Senior Loans
Asset Class Snapshot: Senior Loans Submitted by CION Investment Group, LLC It’s no secret that the vast majority of investment portfolios are typically comprised of various combinations of stocks, bonds and cash equivalents. As the investing landscape evolves and interest rates continue to hover at near-record lows, it’s important to consider alternative asset classes that …
Blog
What’s New with the DOL Fiduciary Rule?
What’s New with the DOL Fiduciary Rule? June 23, 2017 | by Beth Glavosek | Blue Vault Have you been keeping up with the status of the Department of Labor’s (DOL) Fiduciary Rule? After years of contentious debate between government regulators and financial industry professionals, the controversial ruling basically went dormant for a while after President …
Insights
Recent News
Private Placement Sales Up 207% in May, Interval Funds and Nontraded Closed-End Funds Rebound
Private Placement Sales Up 207% in May, Interval Funds and Nontraded Closed-End Funds Rebound June 23, 2017 | by James Sprow | Blue Vault Private placement sales by program sponsors reporting to Blue Vault for May, 2017, totaled $165.85 million. This far exceeded those sales for April 2017 of $54.07 million and March 2017 of …
Alternative
Investment Equity Raised
May 2017
Nontraded REIT Sales
$304.2 million
Nontraded BDC Sales
$63.4 million
Nontraded Closed-End Fund Sales
$152.8 million
Private Placement Sales
$165.8 million
Total Alternative Investment Sales
$686.2 million
Disclaimer:
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.
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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