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Total nontraded REIT AUM
Total nontraded BDC AUM
Total Interval Fund AUM
Nontraded REIT Capital Raise (since 1990)
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has brought its $66.57 million Net-Leased Portfolio...
September 30, 2022
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama, announced today...
September 28, 2022
Prospect Capital Corporation (the “Company”) today announced the results of its previously announced cash tender offer (the “Tender Offer”) to purchase...
September 26, 2022Learn how using alternative investments can strengthen your clients’ portfolios by lowering volatility, increasing income, hedging against inflation, and more.
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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 NETWORKBlue 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 ManagementThe 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.
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James Darren Roberson Financial Advisor, First Bank Investment Partners, www.jdarrenroberson.com
