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How many Interval Funds reported Net Assets in excess of $50 million in their most recent filings with the SEC?

January 10, 2018

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How many Interval Funds reported Net Assets in excess of $50 million in their most recent filings with the SEC?

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Answer:  No fewer than 27 Interval Funds reported Net Assets in excess of $50 million according to the most recent filings with the SEC.  

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.