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What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability? Click to find out…

October 3, 2016

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What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability?

Answer: the value of the investor’s home, home furnishings and automobiles

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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

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.