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A Growing Opportunity

$243.1 Billion

Total nontraded REIT AUM

$86.7 Billion

Total nontraded BDC AUM

$81.3 Billion

Total Interval Fund AUM

$237.5 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Capital Square Opportunity Zone Fund I Pays Distributions for Q1 2023

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily communities, announced today the payment of first quarter 2023 distributions to investors...

June 8, 2023

Rick Vitale, CFA Returns to Legendary Capital, Bringing Extensive Expertise and Vision to the Firm

Legendary Capital LLC, a leading sponsor of private real estate investments focused on the hospitality sector, is pleased to announce the return of Rick Vitale as its Chief Distribution Officer.

June 7, 2023

Ryman Hospitality Properties to Acquire JW Marriott Hill Country from BREIT

Ryman Hospitality Properties, Inc. (NYSE: RHP) (“Ryman”) and Blackstone Real Estate Income Trust, Inc. (“BREIT”) today announced a definitive agreement under which Ryman will purchase the JW Marriott San Antonio Hill Country Resort & Spa.

June 7, 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

Alternative Investing with Interval/Tender Offer Funds

June 14 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Fred Baerenz AIF®
| Presenter
Kimberly Flynn, CFA
| Presenter
Ann Maurer
| Presenter

Dive into the Blue Vault Alts Database

June 21 @ 2:00 pm - 2:30 pm
Luke Schmidt
| Presenter

The Future of Financial Services

June 27 @ 2:00 pm - 3:00 pm
Frederick E. Hubler, Jr.
| Presenter
Testimonials View All

“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

Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."

Austin Gross Due Diligence Coordinator and Marketing, Geneos Wealth Management

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

Steve Siepak Director, Mutual Funds and Alternatives, National Planning Holdings, Inc.

I had no idea this service existed. I could have used it years ago! Great presentation and service!

James Darren Roberson Financial Advisor, First Bank Investment Partners,

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.