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March 2019

2019 Blue Vault Bowman Broker Dealer Educational Summit

March 11 - March 14
Rosen Shingle Creek, 9939 Universal Blvd.
Orlando, FL 32819 United States
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The 2019 Blue Vault Bowman Broker Dealer Educational Summit will be held March 11-14, 2019 at the Rosen Shingle Creek in Orlando, Florida. The Summit brings together the industry's premier broker dealers, RIAs, and alternative investment managers for unrivaled educational dialogue and networking. Investment managers, including those offering nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings, will have a platform to demonstrate their investment strategy and expertise and answer questions. The Blue Vault Bowman Summit is an INVITATION ONLY event.…

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April 2019

Q4 2018 SEC 10-K Filing Deadline

April 1

The filing deadline for nontraded REITs and BDCs to file their Q4 2018 Form 10-K is April 1, 2019. Individual performance pages will be posted to Blue Vault's website approximately ten days later.

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Q4 2018 Individual Pages Begin Posting Online

April 11 - May 1

Nontraded REIT and BDC individual performance pages will post to Blue Vault's website beginning April 11, 2019. For information about how to get access to Blue Vault's research, click here.

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May 2019

Q4 2018 "Vault View" Webinar

May 1 @ 2:00 pm - 3:00 pm

  Brought to you by... Let Blue Vault help you stay informed with our brief “20-minute, nothing but the indispensable” webinar on REITs (with a 2-minute update on BDCs). Join us May 1, 2019, at 2:00 PM ET (partners and subscribers only, please). Blue Vault will offer its "view" on Q4 2018 REIT and BDC performance and take your questions. Register here  Not a subscriber? For information about how to get access to Blue Vault's research, click here.  

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Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.

Loreen M. Gilbert President, WealthWise Financial Services Blue Vault July 6, 2016