Purchase Your Blue Vault Research SubscriptionIndustry Intel
CRE Sentiment Heads to the Recessionary Zone
When it comes to industry sentiment, uncertainty is taking its toll as confidence in real estate conditions has plunged. Or maybe…
Investment Management Profiles
Timing the Market Is Impossible
In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake…
Blog
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all retail investors to have the same access as accredited investors. A majority of financial professionals, including RIAs, believe that all retail investors should have access to …
Insights
The Importance of MFFO in Assessing Nontraded REIT Performance
Most investors in nontraded REITs correctly focus their attention on cash flows, or more specifically the cash distributions the…
Recent News
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II
Urban Catalyst, Silicon Valley’s premier Opportunity Zone Fund, announced that it has raised more than $100 million for its…
Sales Stack
December 2018
Nontraded REIT Sales
$405.7 million
Nontraded BDC Sales
$42.0 million
Nontraded Closed-End Fund Sales
$233.4 million
Private Placement Sales
$210.4 million
Non-Listed Preferred Sales
$38.7 million
Other Direct Participation Programs
$16.9 million
Total Alternative Investment Sales
$947.2 million
Disclaimer:
Blue Vault cannot guarantee the accuracy of the numbers listed above. Blue Vault compiles sales each month for nontraded REITs, BDCs, and Closed-End Funds, Private Placements and Interval Funds. Reported sales are verified each quarter for any program that files financial reports with the SEC. The monthly reported figures are estimates based on voluntary reports from product sponsors.
Blue Vault Events
Blue Vault’s 4th Annual Broker Dealer Educational Summit was held March 12-14, 2018 at the Alfond Inn located in Winter Park, Florida, just outside of Orlando.
The purpose of the meeting is to give leading alternative investment product sponsors, including those offering nontraded REITs, BDCs, and Closed-End Funds, Interval Funds, and Private Offerings, a platform to demonstrate their investment strategy and expertise for the products they offer and answer questions posed by the industry’s leading Broker Dealers.
Save The Date! More information about registration will be made available online and sent via email later this year.
More Recent News
- Pacific Oak Closes Opportunity Zone Fund With $118M
- Pacific Oak Opportunity Zone Fund I Closes with Approximately $118 Million in Total Assets
- Gladstone Land Acquires Olive Orchard in California
- Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
- Preferred Apartment Communities, Inc. Stockholders Approve Acquisition by Blackstone Real Estate Income Trust
