Educating Advisors

Educating Advisors...about Alternative Investing

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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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Learn the basics about nontraded REITs and other alternative investments

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Stay informed with the latest news, industry intel, and investment management profiles

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A Growing Opportunity

$185.5 Billion

Total nontraded REIT AUM

$45.0 Billion

Total nontraded BDC AUM

$69.0 Billion

Total Interval Fund AUM

$213.0 Billion

Nontraded REIT Capital Raise (since 1990)

Latest News View All

Dallas-Area REIT Executives Sentenced To Federal Prison For Fraud

Four executives at a Texas-based residential REIT have been sentenced to a combined 20 years in federal prison for fraud...

May 24, 2022

NexPoint To Invest More Than $1 Billion in New Single-Family Rentals REIT

NexPoint Advisors, the alternative investment platform founded by Jim Dondero, is extending its bet on single-family rentals as rising mortgage rates...

May 25, 2022

Capital Square Launches $300 Million Multifamily Institutional Development Fund

Capital Square, a national real estate investor and an active developer of multifamily communities, announced today the launch of Capital Square Multifamily...

May 24, 2022
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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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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.