Blue Vault is monitoring the rapidly changing landscape of nontraded REIT and BDC offerings. One table tracks recent changes in the net asset values of shares. Another table tracks changes in distributions -- including reductions in distribution rates and suspensions of distributions -- distribution reinvestment programs (DRIPs), and stock redemption programs (SRPs). Suspensions of public offerings are also tracked. Blue Vault will update these tables as new changes occur.Go Back
I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture. For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments. Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients. I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.