UNLOCK THE POWER OF THE VAULT

The nontraded REIT sponsors in the top six of equity raised during the 1st quarter 2016 raised collectively $980 million. See which sponsors, in rank order…

June 28, 2016

Businessman touching financial dashboard with key performance inThe nontraded REIT sponsors in the top six of equity raised during the 1st quarter 2016 raised collectively $980 million.

The sponsors, in rank order…

  • Dividend Capital
  • Steadfast REIT Investments
  • W.P. Carey
  • Cole Capital
  • SmartStop Asset Management (tied for 5th)
  • Jones Lang LaSalle (tied for 5th)
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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

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.