Total nontraded REIT AUM
Total nontraded BDC AUM
Total Interval Fund AUM
Nontraded REIT Capital Raise (since 1990)
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“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