Educating Advisors...about Alternative Investing

The Blue Vault Database now includes BDC data

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A Growing Opportunity

$121.3 Billion

Total nontraded REIT AUM

$16.7 Billion

Total nontraded BDC AUM

$47.6 Billion

Total Interval Fund AUM

$179.1 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Commercial Real Estate Shows Resiliency & Remains a Standard in Retirement Plan Portfolios

Jeffrey Snyder of BRN AM discusses with Matthew Warner from Manulife Investment Management, Calvin Schnure from NAREIT, Mackenzie Clouse from Situs AMC, and Aki Dellaportas...

September 28, 2021

How the Labor Market Impacts Commercial Real Estate

Click here to watch a presentation from John Chang, Senior Vice President, Director of Research Services for Marcus and Millichamp...

September 28, 2021

InvenTrust Investor Presentation September 2021

On September 20, 2021, the Board of Directors of InvenTrust Properties Corp. announced its intention to both pursue a listing of its shares on the New York...

September 28, 2021
Investment Management See All Investment Managers

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
Alts Series
Webinar

BV Quarterly Update (Q2 2021)

September 30 @ 2:00 pm - 3:00 pm
Stacy Chitty
| Moderator
James Sprow
| Presenter
Luke Schmidt
| Presenter
Alts Series
Webinar

Why Advisors Use Alts: Real Investing Strategies from a Real Advisor

October 13 @ 2:00 pm - 3:00 pm
Jeff Kremin
| Panelist
James E. Bashaw
| Panelist
Alts Series
Griffin Capital,Webinar

Economy, Stimulus, Resiliency: Where to Find Opportunities Post Coronavirus

October 14 @ 2:00 pm - 3:00 pm
Randy Anderson, Ph.D., CRE
| Presenter
Alts Series
Cottonwood,Webinar

Cottonwood

October 20 @ 2:00 pm - 3:00 pm
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.