RESEARCH

Trusted reports and research to answer your alternative investment questions

Since 2009, Blue Vault has been providing valuable research on asset managers and their offerings.

Our Reports

Detailed asset manager and offering metrics, including capital raise stats and operational performance.

Our Nontraded REIT Studies

Nowhere else in the industry will you find these detailed studies on the key aspects of nontraded REITs.

Our Alts Database

Search, sort, filter, compare and analyze alts offerings.

Access Key Information Using Our Reports and Database

REPORTS

Nontraded REITs
Interval Funds
Tender Offer Funds
Nontraded BDCs
Private Securities Offerings
Nontraded Preferred Shares
Nontraded LLCs

STUDIES

Full-Cycle Performance Study
Fee Study
NAV Study

DATABASE

Anticipated Offering Close Date | Asset Class | Asset Type | BV Performance Profiles | Capital Raise | Cash Ratio | Debt Ratio | Distribution Rate | Distribution Yield | Fixed Debt Ratio | Interest Coverage Ratio | MFFO Payout Ratio | NAV Change | Occupancy | Offering Status | Product Name | Return on Assets | Total Assets | Variable Debt Ratio | and more…

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The Blue Vault database and reports help us separate the facts from the marketing when looking at alternative investments. It also helps us keep on top of legacy alts that no longer have wholesalers who provide updates. If you are using or interested in using alternative investments, Blue Vault is a must.

– Frederick E. Hubler, Jr. MBA, CWS®, CEO & Chief Wealth Strategist Creative Capital Wealth Management Group

“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.”

-Gordon Dunne, Managing Director, THE Financial Services NETWORK

"Blue Vault has been an exceptional resource for our firm when it comes to non-traded alternative assets. The BV 'vault' is a wealth of historical data and BV subscriptions and conferences have introduced us to new investment opportunities and sponsors. They also help to keep me current on industry and economic trends. I am grateful for the role Blue Vault has played in growing this aspect of our business."

Carron Schmick, Direct Investments Specialist, Ridgeline Private Wealth