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What is the limit applied by most states in the U.S. to the amount of an investor’s net worth that can be invested in any individual nontraded REIT program?

September 23, 2016

Law gavel with dollars on wooden table background, closeup

What is the limit applied by most states in the U.S. to the amount of an investor’s net worth that can be invested in any individual nontraded REIT program?

Answer:  10%

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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.