ADVISOR SOLUTIONS

Clarity Through Data. Confidence Through Education.

Accessing and analyzing information on the performance of alternative investments is no easy task. The universe of private credit, real estate, and equity is vast and fast-evolving, and it can be difficult to know where to begin due diligence. That’s where Blue Vault comes in.

Wealth advisors who become Blue Vault members gain elite access to independently sourced performance data on alternative investments through our searchable portal of asset classes, individual investment solutions, and industry reports.

Rather than pre-sort and pre-package a simple suite of topline data, our research portal goes deep and puts you in the driver’s seat, making it easy for you to analyze a diverse suite of metrics and make informed investment decisions for clients.

Empowering you with the knowledge you need to navigate private markets with confidence is a key component of our mission. We explain the metrics we use in our research and provide value-added, objective commentary that brings clarity and context.

How We Help Advisors

Performance

Learn how investment solutions are actually performing. Our metrics go deep, providing important insight into individual offerings’ Distribution Coverage (FFO, AFFO, MFFO, net investment income), Operating Performance (expenses, leverage, return on assets), and Financing Outlook (interest coverage, redemptions, debt).

Transparency

Access unbiased and clear information free from sponsors’ official talking points. Simply put, a healthy investment industry cannot exist without complete transparency. Blue Vault is not affiliated with any product sponsor and is 100% independent.

Perspective

Leverage current and historical data on capital raise, distribution, asset levels, and yield, along with key information about each offering’s portfolio holdings. We also equip you with industry analysis and commentary to provide important context and insights into industry trends.

Investment Structures

Access independently sourced performance data on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, and preferred shares. We research the offerings, aggregate essential information, and calculate the metrics you need.

Bring Private Markets to the Forefront of Your Practice

If you’re a wealth advisor routinely using private marketing investment strategies or you’re exploring them for the first time—or you fall anywhere in between—you’re in the right place.

Understand the industry and its offerings with a Blue Vault membership. Our members gain valuable insight into market dynamics and product performance

BECOME A MEMBER