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

$185.5 Billion

Total nontraded REIT AUM

$45.0 Billion

Total nontraded BDC AUM

$69.0 Billion

Total Interval Fund AUM

$213.0 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II

Urban Catalyst, Silicon Valley’s premier Opportunity Zone Fund, announced that it has raised more than $100 million for its...

June 24, 2022

KBS Signs New Leasing Agreements with National, Regional and Local Tenants at 427,799 Square-Foot Office Property in Dallas, Texas

KBS, one of the largest investors in commercial real estate, has signed three new lease agreements totaling 24,568 square feet...

June 24, 2022

JLL Brokers $278 Million Sale of Eight-Property Grocery-Anchored Retail Portfolio

JLL’s Capital Markets group has arranged the $278 million sale of an eight-property, grocery-anchored retail portfolio. The...

June 24, 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

Q1 2022 Update and Review

July 12 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Alts Series
CNB,Webinar

Cryptocurrency in IRAs: An Easy Solution

July 14 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
John Denza
| Presenter
Michelle Thomas
| Presenter
Alts Series
Webinar

Can Real Estate Performance be Sustained in a Recession?

July 20 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
Adam Lotterman
| Panelist
Raleigh Peters
| Panelist
James Sprow
| 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
John Sabey
| Panelist
James Sprow
| 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.