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A Growing Opportunity

$86.7 Billion

Total nontraded REIT AUM

$21 Billion

Total nontraded BDC AUM

$26.2 Billion

Total Interval Fund AUM

$144.2 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

December Nontraded REIT, BDC Sales Down

Nontraded REITs booked capital raise of $405.7 million in December*, down 2.7% from the $417.0 million in November.

January 16, 2019

Public Hearing on Investing in Qualified Opportunity Funds Postponed

The public hearing on proposed regulations under section 1400Z-2 of the Internal Revenue Code concerning capital gains invested in qualified opportunity funds

January 15, 2019

Where Multifamily Investors Are Seeking Opportunities

Over the last three years, a portion of the multifamily investment community has begun to look beyond urban centers like New York, Boston, and San Francisco.

January 15, 2019
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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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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,
Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after. Ramón A. Rivera-Ramos Registered Principal, Kovack Securities, Inc.
Our firm has been using Blue Vault from the first year it was available. We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing. We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's. Our clients also appreciate that we conduct this additional due diligence on their behalf. Loreen M. Gilbert President, WealthWise Financial Services