Blue Vault Database

December 18, 2024

How Blue Vault Data Empowers Savvy Advisors Who Pivot to Alts

If you’re looking to leap into alts, you need access to independent, credible third-party data to help you verify product sponsors’ artfully worded reports and statements. That’s where Blue Vault comes in.

April 18, 2024

How Alts and Blue Vault Data Propel Creative Capital’s Advisory ‘Playbook’

“The sponsor is a sales person; they’re not going to tell you the warts. But when you look at Blue Vault, you can compare one to another. Blue Vault’s data is very useful.”

July 27, 2023

Stacy Chitty: When Dividend Yields Can Be Deceptive

There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).

May 25, 2023

Luke Schmidt: Annual Distribution Rates by Nontraded BDCs

Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Annual Distribution Rates by Nontraded BDCs as of December 2022...

May 25, 2023

Jim Sprow: NTR Capital Raise

Jim Sprow (Senior VP Research, Blue Vault) discusses Nontraded REIT Capital Raise from Q42012 to Q42022...

May 25, 2023

Luke Schmidt: Total Industry Assets of Nontraded BDCs

Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Total Industry Assets of Nontraded BDC's from 2016 through 2022...

May 25, 2023

Jim Sprow: DRIP Proceeds

Jim Sprow (Senior VP Research, Blue Vault) and Stacy Chitty (Managing Partner, Blue Vault) discuss an interesting trend in the DRIP proceeds...

May 24, 2023

Jim Sprow: Total Front Load Before Expenses for Class T Shares

Jim Sprow (Senior VP Research, Blue Vault) shows us the Total Front Load Before Expenses for Class T Shares from the Blue Vault Nontraded REIT Fee Study...

May 24, 2023

Jim Sprow: Two Ways Fees Assessed

Jim Sprow (Senior VP, Research Blue Vault) explains the 2 ways fees are assessed and how you can see this information in the Nontraded REIT Fee Study...