Educating Advisors

The Blue Vault Database is live!

You can now 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

$116.9 Billion

Total nontraded REIT AUM

$11.1 Billion

Total nontraded BDC AUM

$45.7 Billion

Total Interval Fund AUM

$177.4 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

June retail market: US sales drop below expectations; 4 new bankruptcies

U.S. retail sales fell in May as stores in several categories reported less business than the prior month, though industry watchers remain optimistic about

June 16, 2021

SmartStop Self Storage REIT Recommends Rejection of 3rd Party Tender Offer

The Board of Directors (the “Board”) of SmartStop Self Storage REIT, Inc. (the “Company”) unanimously recommends that you IGNORE the materials that

June 16, 2021
Investment Management See All Investment Managers

Alternative Investments Done Right

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Upcoming Events View All
Alts Series
NexPoint,Webinar

Three Defining Moments for the Single-Family Rental Sector

June 16 @ 2:00 pm - 3:00 pm
Brian Mitts
| Presenter
Angela Barbera
| Presenter
Alts Series
SS&C,Webinar

Key Considerations to Launch and Successfully Raise Capital in an Interval or Tender Fund Structure

June 23 @ 2:00 pm - 3:00 pm
Matt Ebersbach
| Moderator
John Feeley
| Panelist
Andy Davalla
| Panelist
Alts Series
Webinar

BV Quarterly Update (Q1 2021)

July 1 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Alts Series
Webinar

Blue Vault Database (Phase III)

July 8 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
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.