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

Curious about becoming a Blue Vault Subscriber?

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

Product sponsors, contact Brooke Heffington at Brooke.Heffington@BlueVaultPartners.com or  678-456-4290.

Contact Betsy Ricks at Betsy.Ricks@BlueVaultPartners.com or 678-456-4640 if you are a:

  • Broker Dealer
  • Real estate investment company
  • Investment bank
  • Retail investor
  • Any entity other than a sponsor or financial advisor with a retail book of business

For information on advertising, reprint licensing or custom research, please contact Brooke Heffington at Brooke.Heffington@BlueVaultPartners.com or 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…delivers the most relevant alternative investment industry news, including nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings, right to your inbox. Sign up for this free service now by clicking here.
  • 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.