The Premier Center for Alternative Investments

The Blue Vault Database is live!

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A Growing Opportunity

$113.5 Billion

Total nontraded REIT AUM

$10.7 Billion

Total nontraded BDC AUM

$39.6 Billion

Total Interval Fund AUM

$173.3 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Bluerock Total Income+ Real Estate Fund Generates Substantial Increase in NAV Growth and Capital Inflows and Reiterates Bullish Outlook

Bluerock Capital Markets, LLC (“BCM”), the dedicated dealer manager for Bluerock Total Income+ Real Estate Fund, a closed-end interval fund...

May 5, 2021

United Development Funding IV Recommends Shareholders Reject Hedge Fund NexPoint’s Fourth Extended Hostile Tender Offer; Provides Supplemental Information

United Development Funding IV (“UDF IV” or the “Trust”) announced that it recommends Trust shareholders reject the fourth extended unsolicited tender offer...

May 5, 2021

Griffin Institutional Access Real Estate Fund Generated Highest Monthly Return Since Inception

Griffin Capital Company, LLC announced today that Griffin Institutional Access Real Estate Fund (the “Fund”) generated its highest monthly...

May 4, 2021
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Upcoming Events View All
Alts Series
Sealy & Company,Webinar

TRENDEMIC: Are You Prepared for a Changed World?

May 11 @ 2:00 pm - 3:00 pm
Paul M. Barausky
| Presenter
Alts Series
Webinar

BV Quarterly Update (Q4 2020)

May 13 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Alts Series
Inland Real Estate,Webinar

MHCs May Offer Stable Cash Flow as an Inflation Spike Looms

May 19 @ 2:00 pm - 3:00 pm
|
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, 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.