Educating Advisors

Educating Advisors...about Alternative Investing

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The Blue Vault Database now includes data on nontraded Preferred shares

Use the Blue Vault database to search, filter, compare and contrast. More data, more tools, more options. All to make your life easier.

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Learn the basics about nontraded REITs and other alternative investments

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Stay informed with the latest news, industry intel, and investment management profiles

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A Growing Opportunity

$192.5 Billion

Total nontraded REIT AUM

$60.7 Billion

Total nontraded BDC AUM

$76.1 Billion

Total Interval Fund AUM

$225.2 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Gladstone Commercial Corporation Executes 5-Year Lease Renewal at Industrial Property in Horseheads, New York

Gladstone Commercial Corporation (Nasdaq:GOOD) ("Gladstone Commercial") announced today that it executed a 5-year lease renewal...

August 5, 2022

StratCap Adds New Executive to its Data Center Team

StratCap announced today the addition of Jake Wagner to its data center real estate team (StratCap Data Centers) as Senior Vice...

August 5, 2022

Gladstone Commercial Provides a Business Update

Gladstone Commercial Corporation (Nasdaq:GOOD) ("we" or "Gladstone Commercial") is a real estate investment trust...

August 3, 2022
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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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.

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Upcoming Events View All
Alts Series
Webinar

2022 Cerulli/Blue Vault Alts Survey Results: How Advisors Are Adapting

August 17 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Cherie Fournier
| Panelist
Brandon Hunt
| Panelist
Daniil Shapiro
| Panelist
Alts Series
Webinar

For Diversification, Aren’t Traded REITs Sufficient?

August 24 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Jay Frank
| Panelist
Matt Fries
| Panelist
Bill Robbins
| Panelist
John Sabey
| Panelist
Alts Series
Webinar

Wait! Tell Me Again About Institutions and Alts

September 14 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Bill Leitner
| Panelist
Abby Salameh
| Panelist
Alts Series
CIM,Webinar

How Do Interval Funds Choose Their Investments?

September 21 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Mark Lavery
| Panelist
Luke Schmidt
| Panelist
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.