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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.

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

    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.

The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.

Derek Hayes Analyst, Cambridge Investment Research Broker Dealer Educational Summit 2016