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.



Learn the basics about nontraded REITs and other alternative investments

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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

What Strong Retail Sales Mean for Real Estate Investors

John Chang, Senior VP, Director Research Services for Marcus and Millichap discusses what strong retail sales mean for CRE investors...

November 24, 2021

SmartStop Self Storage REIT, Inc. Opens Newly Constructed Facility in the Greater Toronto Area

SmartStop Self Storage REIT, Inc. ("SmartStop” or the “Company"), a self-managed and fully-integrated self storage...

November 24, 2021

Self-storage Occupancy Gains to Taper off, Leading to Growth Slowdown

Self-storage has been among the highest-performing asset types during the COVID-19 pandemic. But after more than...

November 24, 2021
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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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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
AltsTech Series

Ready, Set, Crypto: the fast-moving world of digital assets with Steve Kurz, Partner at Galaxy Digital

December 8 @ 2:00 pm - 3:00 pm
Steve Kruz
| Presenter
Nicholas Millikan, CFA, CAIA
| Presenter
Alts Series

It’s Not About Your Services: 5 Ways to Connect with the Right Clients on Your Website

December 15 @ 2:00 pm - 3:00 pm
Cherie Fournier
| Panelist
Alise Lucero
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Keri Pugh
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Alts Series

BV Quarterly Update (Q3 2021)

December 16 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
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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.