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The Latest on Blue Vault’s Nontraded LLC, Interval Fund, and Tender Offer Fund Performance Reports
Blue Vault’s comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.
What is the largest interval fund in the industry in terms of total assets as of December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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How much did interval fund industry net assets increase from December 31, 2023, to December 31, 2024?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Recent News
Luke Schmidt: Annual Distribution Rates by Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Annual Distribution Rates by Nontraded BDCs as of December...
Jim Sprow: NTR Capital Raise
Jim Sprow (Senior VP Research, Blue Vault) discusses Nontraded REIT Capital Raise from Q42012 to...
Luke Schmidt: Total Industry Assets of Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Total Industry Assets of Nontraded BDC’s from 2016 through...
Jim Sprow: DRIP Proceeds
Jim Sprow (Senior VP Research, Blue Vault) and Stacy Chitty (Managing Partner, Blue Vault) discuss an interesting trend in the DRIP...
NAV REITs Report Negative Median Total Returns for April
NAV REITs Report Negative Median Total Returns for April May 25, 2023 | James Sprow | Blue Vault The median monthly total return for 16 continuously offered nontraded REIT...
Jim Sprow: Total Front Load Before Expenses for Class T Shares
Jim Sprow (Senior VP Research, Blue Vault) shows us the Total Front Load Before Expenses for Class T Shares from the Blue Vault Nontraded REIT Fee...
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Defensive Income – Gladstone Preferred Stock (subscriber-only content)
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Four Springs Capital: 1031 Exchange (subscriber-only content)
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Cottonwood’s Investment Strategy
In this clip from Blue Vault Alts Week 2022, Adam Larson (Chief Financial Officer, Cottonwood Residential), describes the…
All Q1 2022 Nontraded REIT Individual Performance Pages Published
List of Published Q1 2022 Nontraded REIT and BDC Individual Performance Pages All Q1 2022 Nontraded REIT and BDC Individual Performance Page PDFs are now available to Blue Vault subscribers (newest pages in bold font): NTR -American Healthcare REIT Q1 2022 -Ares...
Overlooking the Risk-Return Relationship in Listed vs. Nontraded REITs
Investors that choose to diversify their portfolios with alternatives such as commercial real estate have to pay attention to more than just…








