Educating Advisors...about Alternative Investing


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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A Growing Opportunity

$131.9 Billion

Total nontraded REIT AUM

$24.1 Billion

Total nontraded BDC AUM

$53.2 Billion

Total Interval Fund AUM

$187.2 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

A Matter of Trust(s): Real Estate Investment Trusts and the Global Economy

In this podcast they take a deep dive into the world of REITs. Nareit’s John Worth and CBRE’s Richard Barkham join host Spencer...

October 27, 2021

Beyond the Headlines: Why is CRE Outperforming?

John Chang, Senior Vice President, Director of Research for Marcus & Millichap discusses current CRE performance in this video...

October 27, 2021

A Huge Demand for Housing Leads to a Spike in Multifamily Conversions

Apartment developers will create more new apartments in 2021 in old office, retail and hotel buildings than any time in last decade. The pandemic didn’t slow down apartment...

October 27, 2021
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Alternative Investments Done Right

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Why Advisors Use Alts: Industrial and Self-Storage Insights

November 3 @ 2:00 pm - 3:00 pm
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Blue Vault Database in Action

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Why Advisors Use Alts Series 4: Real Investing Strategies from Real Advisors

November 17 @ 2:00 pm - 3:00 pm
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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,

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.