If your investor client’s final destination is a REIT, then the performance of the REIT’s underlying assets should dictate your DST investment decision.
WEBINAR
Data in Action: A Live Blue Vault Portal Demo for Wealth Advisors
January 29 @ 2:00 pm - 3:00 pmIn a rapidly evolving alternatives market, having accurate data is critical for making informed decisions. This webinar will show advisors how to leverage Blue Vault data.
Speaker(s): Stacy Chitty, Luke Schmidt, Henry Zelikovsky
Most available data on private market investments comes pre-sorted and packaged for you. Take it or leave it. But it doesn’t have to be that way. Blue Vault’s updated research portal is changing the way financial professionals conduct due diligence and navigate private markets.
In this webinar, Softlab 360 CEO Henry Zelikovsky will join Blue Vault CEO Stacy Chitty and Blue Vault VP, Director of Research Luke Schmidt as they walk you through the portal and show you how to use our performance data and industry analysis to make smart investment decisions and construct portfolios with confidence.
We’ll show you how to leverage Blue Vault data to:
- Compare and contrast individual investment solutions
- Analyze distribution rates and distribution coverage across asset classes
- Review how different asset classes perform within the same product structure
…and much more. In rapidly evolving markets for private credit, real estate, and equity, access to accurate, independently sourced data is crucial for making informed investment decisions.
Wealth advisors attending this webinar qualify for a 10% discount on Blue Vault’s research.
Q&A session to follow. Register today!
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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