nontraded-reit-preview

The BDC Industry Review consolidates data from public sources into a user-friendly format.  Every nontraded BDC, open and closed, is included in Blue Vault’s quarterly Review until there is a full and complete liquidity event. Each report includes:

  • 18 key performance metrics with peer comparisons for more than 17 individual nontraded BDCs (open and closed)
  • Analysis of performance by total returns, portfolio-level performance, distribution coverage, and operating expenses
  • Comparisons of fees, total returns, and distribution yield by fund
  • Additional notes covering key highlights for each fund
  • Overviews of individual fund strategies, the management teams, and sponsors
  • Commentary on the private debt and private equity markets, BDC regulations, as well as commentary on the broader capital markets landscape
  • Tracking of new registrations
  • Overview of liquidity events
  • Numerous pages of informative industry data

Click here to view a sample individual BDC page

Purchase your Nontraded BDC Review subscription today!

Are you a financial advisor with a retail book of business or investor? If yes, please visit the Blue Vault Store. Questions? Please email Dawn.McDaniel@BlueVaultPartners.com or dial 678-456-4787.

Broker Dealers, email Betsy.Ricks@BlueVaultPartners.com or dial 678-456-4640 .

Product sponsors, email Brooke.Heffington@BlueVaultPartners.com or dial 678-456-4290.

Are you a real estate company or entity, other than a financial advisor with a retail book of business or an investor? If yes, please phone Blue Vault toll free at 1-877-256-2304 for subscription information.

For information on advertising, reprint licensing or custom research, please email Brooke.Heffington@BlueVaultPartners.com or dial 678‑456‑4290.

 

In addition to Blue Vault’s quarterly Review, BDC subscribers also receive access to:

  • The Vault…Blue Vault’s online library of historical data, providing subscribers with over 1,500 individual research pages and over 18 quarterly Reviews, dating back to the 4th quarter of 2009.
  • Blue Vault’s NewsWire…delivered three times per week via email, this newsletter is designed to keep you informed of breaking and pertinent nontraded REIT industry news via third party articles.  Each NewsWire also contains a Blue Vault factoid, a one-to two-sentence relatively unknown fact related to the industry, to keep you engaged and informed.
  • Blue Vault’s Nontraded BDC Annual Brief —Year in Review… published annually, the Brief provides subscribers with a “year in review” of the most significant nontraded BDC industry highlights that occurred during the previous year.  The Brief also includes Blue Vault’s opinions and best estimates of what the new year will hold for nontraded BDCs.

Blue Vault does not offer investment advice and does not make buy or sell recommendations for any of the nontraded BDCs monitored.