Sales data is not always received for all nontraded REITs, nontraded BDCs, Interval Funds, nontraded Closed-End Funds or Private Placements, including 1031 sales, each month. Blue Vault is adding more offerings each month in an attempt to gather 100% of all sales in these product offering categories. Monthly sales are provided to Blue Vault by each sponsor and are therefore not guaranteed to be accurate.

However, Blue Vault estimates the listed sales numbers to be at least 98% of all industry sales.

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The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

Steve Siepak Director, Mutual Funds and Alternatives, National Planning Holdings, Inc. Blue Vault session at the recent National Planning Holdings National Conference September 13, 2017