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A Growing Opportunity

$236.4 Billion

Total nontraded REIT AUM

$89.0 Billion

Total nontraded BDC AUM

$84.0 Billion

Total Interval Fund AUM

$252.6 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Shopoff Sells Del Taco-Anchored Retail Center in Fullerton

Shopoff Realty Investments (“Shopoff”) has sold the hard corner of the current Sunrise Village Shopping Center located in the City of Fullerton, California. The sold property includes the Del Taco drive-thru ground lease, and a 6,355-square-foot three-tenant pad, with current lessees, Papa John’s Pizza, Sunrise Optometry, and Coffee Code. The buyer is Dream ERE: Real Estate, a local Orange County investor...

September 23, 2023

Urban Catalyst Floats Housing Instead Of Offices At Icon/Echo

Urban Catalyst is now considering adjusting plans for Icon/Echo by replacing the office component with more housing in Downtown San Jose, Santa Clara County. The plan was floated by the developer founder, Erik Hayden, and reported by George Avalos for the Bay Area News Group. If altered, Icon/Echo could create over a thousand units from the two-acre parcel.

September 20, 2023

ExchangeRight’s Essential Income REIT Acquires $84 Million Portfolio

ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company’s Essential Income REIT has acquired a portfolio of 15 net-leased assets, adding 231,654 square feet of net-leased property to the Essential Income REIT...

September 20, 2023
Investment Management See All Investment Managers

Alternative Investments Done Right

Learn how using alternative investments can strengthen your clients’ portfolios by lowering volatility, increasing income, hedging against inflation, and more.

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Upcoming Events View All

A Deeper Look at Bluerock

September 28 @ 2:00 pm - 3:00 pm
Luke Schmidt
| Presenter
James Sprow
| Presenter
Marketing Intent,Webinar

“Ask Us Anything” Marketing to Help Raise Capital for Alternative Investment Sponsors

October 11 @ 2:00 pm - 2:30 pm
Cherie Fournier
| Host
Alise Lucero
| Host
Testimonials View All

"We utilize real estate and private credit programs.  It is very difficult to get the amount of information needed to do the due diligence needed to help my clients make smart decisions with their money.   Blue Vault provides me with one place that I can utilize to understand all the workings in the real estate and private credit world.   I can look up open and closed programs and understand how the company has really performed, the stuff that is hidden deep in their public facing reports.  Blue Vault is easy to navigate and whenever I have talked to an individual at Blue Vault they are warm and engaging.   When anyone asks, from compliance, to vendors to clients to other professionals, how we get the information we have, Blue Vault is the first name that comes out."

J. Kevin Best CFP®, MS, AEP® Personal Chief Financial Officer, Best Times Financial

"Blue Vault has been an exceptional resource for our firm when it comes to non-traded alternative assets. The BV 'vault' is a wealth of historical data and BV subscriptions and conferences have introduced us to new investment opportunities and sponsors. They also help to keep me current on industry and economic trends. I am grateful for the role Blue Vault has played in growing this aspect of our business."

Carron Schmick Direct Investments Specialist, Ridgeline Private Wealth

"The Blue Vault database and reports help us separate the facts from the marketing when looking at alternative investments. It also helps us keep on top of legacy alts that no longer have wholesalers who provide updates. If you are using or interested in using alternative investments, Blue Vault is a must."

Frederick E. Hubler, Jr. MBA CWS® CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group; Contributor to

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”

Gordon Dunne Managing Director, THE Financial Services NETWORK

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.