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

    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.

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See Disclosure

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.

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.

Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Broker Dealer Educational Summit 2016 April 14, 2016