Due Diligence

October 22, 2026

Beyond the REIT Fundraising Leaderboard: Five Questions Every Advisor Should Ask

Fundraising rankings tell only part of a REIT’s story. Blue Vault explores five questions advisors should ask about strategy, returns, investor flows, and risk.

October 20, 2026

Where Is REIT Capital Going and How Are Those Funds Performing?

Blue Vault compares Q2 2026 nontraded REIT fundraising with one-year Class I returns, revealing where fundraising and performance rankings overlap—and differ.

October 15, 2026

11 DST Sponsors Providing Historical Performance Data

Blue Vault's updated October 15 DST datasets identify 11 sponsors represented in historical performance records, including 485 closed-program and 334 full-cycle records. See what changed and why historical transparency matters for advisor due diligence.

October 8, 2026

Blue Owl’s Repurchase Update Puts Liquidity Limits in Focus

Blue Owl’s preliminary third-quarter figures show why a fund’s 5% repurchase limit differs from the portion of an investor’s request fulfilled—and why that distinction matters for liquidity planning.

October 8, 2026

DST Performance Is Easier to Evaluate When the History Is Visible

Across 418 evaluated closed DST records, 77.0% are distributing at or above projection. See why sponsor rankings change when meeting projections and exceeding them are measured separately—and what the comparison leaves unanswered.

October 6, 2026

What Can You Learn from a DST Sponsor’s History?

How much of a DST sponsor’s historical record can advisors review? Blue Vault compares the history represented across 11 sponsors and explains how disclosure, program counts, and metric definitions inform due diligence.

September 15, 2026

Before You Use a DST: What Do You Know About the Sponsor?

A DST offering may be new, but the sponsor is not. Blue Vault's closed and full-cycle data can help advisors evaluate distribution history, exit outcomes, equity exposure and, where relevant, the REIT that may sit at the end of a 721 strategy.

April 9, 2026

Your Website Shapes Advisor Due Diligence Before Sales Ever Starts

Wealth advisors are looking for signals that your firm is credible, current, and professional. And whether you realize it or not, your website is making that case immediately.

February 5, 2026

Asset Performance, Not Fundraising Defines DST Space

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.