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Of the Interval Funds covered by Blue Vault, which fund reported the highest six-month return for the period ending March 31, 2018?

July 18, 2018

Of the Interval Funds covered by Blue Vault, which fund reported the highest six-month return for the period ending March 31, 2018?

Answer:  Total Income+ Real Estate Fund reported total six-month returns of 4.14% (Class A), 3.75% (Class C), 4.20% (Class I) and 3.83% (Class L), outpacing the remaining Interval Funds covered by Blue Vault.

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Gordon Dunne
September 30, 2019

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”