Click on each of the products below to compare their features:
Essentials $79
Essentials Plus $154
Please Note: One PRINT copy of NTR Review is included in the “Plus” package. All other products included in Blue Vault Subscription Packages are available online only.
Nontraded REIT Quarterly Review Online Access (dating back to 2009)
Nontraded BDC Quarterly Review (dating back to 2013)
Interval Fund and Nontraded CEF Reviews (new in 2017)
Nontraded REIT Fee Study (new in 2016)
Nontraded REIT Full-Cycle Performance Study (four editions)
Insight Articles
Nontraded REIT and Nontraded BDC Annual Brief - Year in Reviews
One Additional User Seat (must be in same physical office)
Online pricing is reserved for retail financial advisors and retail investors only.
Should you subscribe online and not qualify for online pricing as a retail financial advisor or retail investor, we will cancel your subscription and refund your subscription fee less a $25 processing fee.
Contact Betsy Ricks at Betsy.Ricks@BlueVaultPartners.com or 678-456-4640 if you are a Broker Dealer, Real estate investment company, Investment bank, Retail investor or any entity other than a sponsor or financial advisor with a retail book of business.
Are you a member of the Financial Services Institute (FSI)? If yes, congratulations! Please inquire about available subscription discounts for financial advisors and Broker Dealers only!
I have been using Blue Vault Partners for the past five years. I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs. The reports help me analyze which sponsors are doing a responsible job of managing their offerings. This allows me to limit my REIT recommendations Continue Reading
Gil Armour, CFPSagePoint Financial, Inc.
I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.
Thomas E. Burns, IIIJuly 29, 2015
I had no idea this service existed. I could have used it years ago! Great presentation and service! Continue Reading
James Darren RobersonFinancial Advisor, First Bank Investment Partners, www.jdarrenroberson.comAugust 22, 2017 at The National, the annual NPH Educational Conference
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Nontraded REIT Quarterly Review Online Access (dating back to 2009)
Nontraded BDC Quarterly Review (dating back to 2013)
Interval Fund and Nontraded CEF Reviews (new in 2016)
Nontraded REIT Fee Study (new in 2016)
Nontraded REIT Full-Cycle Performance Study (four editions)
Insight Articles
Nontraded REIT and Nontraded BDC Annual Brief - Year in Reviews
One Additional User Seat (must be in same physical office)
Nontraded REIT Quarterly Review Print Copy
Total Asset figures are from the last quarter reported for active programs and are the average total assets for full-cycle programs over their respective lives.
Equity capital raised during offering periods, including DRIP proceeds.
Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.
In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.
SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.
Suspended: The investment program has suspended its share repurchase or tender program.
None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.
