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We are pleased to inform you that your Broker Dealer has partnered with Blue Vault. We are a third party alternative investment research firm, specializing in nontraded REITs, BDCs, Interval Funds, and Private Placements. A partnership with Blue Vault allows your Broker Dealer to provide you with performance-based research data on nontraded open and closed REITs and BDCs. This means you will be able to access Blue Vault research on your intranet.

Our research provides data in the form of notes and commentary, as well as metrics calculated the same way for each offering. This will allow you to cross reference data points and measure the performance of each nontraded REIT and BDC on a peer-to-peer basis. We are not your traditional due diligence firm, but rather a research firm with a team of analysts who focus on researching performance metrics quarterly and communicating those metrics in a user-friendly format.

With over 25 years of performance to track, beginning when the first nontraded REIT was launched in 1990, performance trends are becoming more and more relevant. We recognized the need for performance-based research on nontraded REITs and BDCs and launched our firm in 2009.

Partnering with Blue Vault is simply additional value to you and your practice.

We believe making this research tool available will help you stay current on how nontraded REITs and BDCs are performing and give you the facts you need to hold the sponsors accountable.

Through the Broker Dealer Partnership Program (BDPP), Blue Vault is offering reduced subscription pricing benefits to each advisor. Please see the details below.

Blue Vault BDPP Annual Online Access Subscription – $75.00 Per Year (Regular Price – $225.00 Per Year):

  • Nontraded REIT (NTR) Quarterly Reviews including access to the FULL review AND each REITs INDIVIDUAL report page organized by year and quarter. Get access to your REITs performance report as they become available, before the release of the full review.
  • Four editions of the Nontraded REIT Full-Cycle Performance Study
  • Annual NTR and BDC Briefs – Years in Review
  • Exclusive Subscriber Only access to Insights, in depth, industry related, educational articles published on the Blue Vault website
  • Blue Vault Nontraded REIT Fees Study (Coming October 2016)
    The first Blue Vault Nontraded REIT Fees Study provides in-depth analysis of all fees associated with nontraded REIT investments currently offered, including definitions of the fees, how the fees impact shareholder returns, and a complete data set with each of the REIT’s share class fees as well as ranges, averages, and medians for the industry.

All subscribers also receive via email:

  • NewsWires, a newsletter including the most relevant nontraded alternative investment industry news and Blue Vault exclusive content delivered each Tuesday, Wednesday, and Friday.
  • Special Announcements, notifications sent via email when new reports are available Online as well as industry related breaking news.
  • Click the button below to add yourself to the Blue Vault Special Announcement and NewsWire email lists.

Get NewsWires & Special Announcements

Subscription Add-Ons Available:

  • Nontraded BDC Quarterly Review – $50.00 per year – Online Access Only
    (Includes access to the FULL review AND each BDCs INDIVIDUAL report page. Get access to your BDCs performance report as they become available, before the release of the full review.)
  • Nontraded Interval and Closed End Fund Semi-Annual Review – $50.00 per year
  • Nontraded REIT Quarterly Review PRINT Copy – $75.00 per year

To take advantage of this Broker Dealer Partnership Program benefit, or if you have any additional questions, simply email or call Dawn McDaniel at Blue Vault. Her contact information is below.

Dawn McDaniel, Sales Executive, Blue Vault
Direct 678-456-4787, Toll Free: 877-256-2304, Option 2
Email: dawn.mcdaniel@bluevaultpartners.com

John E. Moriarty, ChFC
December 2015
February 3, 2016

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.