Total nontraded REIT AUM
Total nontraded BDC AUM
Total Interval Fund AUM
Nontraded REIT Capital Raise (since 1990)
June 16, 2021
U.S. retail sales fell in May as stores in several categories reported less business than the prior month, though industry watchers remain optimistic aboutJune 16, 2021
The Board of Directors (the “Board”) of SmartStop Self Storage REIT, Inc. (the “Company”) unanimously recommends that you IGNORE the materials thatJune 16, 2021
Learn how using alternative investments can strengthen your clients’ portfolios by lowering volatility, increasing income, hedging against inflation, and more.
Subscribe to Blue Vault’s industry-leading, performance-based research and expert insights
Blue Vault delivers the most relevant alternative investment industry news, including performance-alerts about nontraded REITs, BDCs, and Closed-End Funds, Interval Funds, and Private Offerings, right to your inbox. Sign up for our free emails.
“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, www.jdarrenroberson.com
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.