Purchase Your Blue Vault Research SubscriptionIndustry Intel
September 2021 Nontraded REIT Sales Remain Strong
Blue Vault received September sales totals for nine nontraded REIT program offerings as of October 10, 2021. Sales reported by those nine NTRs…
Investment Management Profiles
The Fifth Generation of Self-Storage
It’s hardly a secret that self-storage companies have performed well over the last year. For example, Public Storage, the owner of…
Blog
Farnam Street Real Estate Capital Selects UMB Fund Services to Administer New Private Fund
Farnam Street Real Estate Capital Selects UMB Fund Services to Administer New Private Fund January 13, 2022 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to provide fund accounting, investor servicing and tax reporting for Farnam Street Real …
Insights
Looking for High Occupancy and Long-Term Leases in Nontraded REIT Portfolios (Q4 2019)
In today’s turbulent financial markets it’s very difficult to identify safe havens for investment. With regard to commercial real estate, two measures of relative safety might…
Recent News
Inflation, Healthy And Unhealthy Economies, And REITs
Inflation is a symptom of an unhealthy economy, but it is not the only symptom. One can look for other symptoms of the economy’s health for clues about…
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
- Single Family Rents Up 11.5% Year-Over-Year
- Hotel rooms under construction down in 2021, planning up 38.9%
- Leitbox DST Deepens its Platform
- ExchangeRight Fully Subscribes a $126 Million Diversified Net-Leased Offering
- Triton Pacific Affiliate Acquires Portfolio of 90 KFC and KFC/Taco Bell Restaurants
