The Educational Center for Alternative Investments

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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)

Daily and Monthly NAV Nontraded REIT Performance Review for 2018

February 6, 2019

Latest Research

Performance of Listed REITs and Traditional Indices Q3 2018 December 13, 2018
Nontraded REIT Capital Raise vs Redemptions January 7, 2019
Recent Shareholder Returns from Perpetual Nontraded REIT Offerings December 12, 2018
Opportunity Zones and “Market Imperfections” November 18, 2018
Latest News View All

Black Creek Group Considers Strategic Alternatives for Industrial Property Trust

Black Creek Group LLC is considering strategic alternatives for Industrial Property Trust, including a recapitalization or a...

February 22, 2019

Carey Watermark Board Urges Rejection of Everest REIT Tender Offer

The board of Carey Watermark Investors Inc. is urging stockholders to reject a $7.50-per-share cash tender offer that Everest REIT Investors I LLC has recently...

February 22, 2019

How to Invest in Real Estate Without Buying Property

For many investors, stocks and bonds don’t offer the diversity they prefer in their portfolios. Everyone’s priorities and risk tolerance are different, but if...

February 21, 2019
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.

FIRST PERSON: Jeffrey Schwaber of Bluerock

FIRST PERSON: SmartStop Asset Management’s John Strockis on Student Housing Investments

FIRST PERSON: Bill Miller on CIM Group’s Institutional Approach to the Retail Business

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Welcome to The Vault

From Inside The Vault
As of October 31, 2018, the date with the most recently filed semi-annual and annual statements, how many interval funds had net assets in excess of $1.0 billion?

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Announcements

Interval Fund Individual Performance Pages are Available January 18, 2019
Blue Vault Expands Coverage of Nontraded LLCs January 18, 2019
Merry Christmas from Blue Vault December 28, 2018

Industry Intels
Opportunity Zones and “Market Imperfections” November 18, 2018
CION Investments Unveils Rebranding, More Collaborative Platform November 1, 2018
Owl Rock’s Public BDC Succeeds by Giving Investors Lower Fees and Quality Credit Portfolio (Part 2 of 3) October 16, 2018

Blogs
Real Estate’s Enduring Qualities, Part 2 January 7, 2019
Diversification as One of Real Estate’s Enduring Qualities October 12, 2018
Going the ‘Last Mile’ August 30, 2018

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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

2019 Blue Vault Bowman Broker Dealer Educational Summit

March 11 - March 14

Q4 2018 SEC 10-K Filing Deadline

April 1

Q4 2018 Individual Pages Begin Posting Online

April 11 - May 1

Q4 2018 "Vault View" Webinar

May 1 @ 2:00 pm - 3:00 pm
Testimonials View All

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
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.