Blue Vault Summit 2017

What is a Net Lease REIT?

What is an Exit Strategy?

How Are Nontraded REITs and Nontraded BDCs Managed?

Blue Vault Summit 2016

What is a Nontraded REIT?

Nontraded REIT Basics

Nontraded Vs. Publicly Traded REITs

Why Invest In a Nontraded REIT or Nontraded BDC?

How Does a Nontraded BDC Differ From A Nontraded REIT?

How Will the DOL Rule affect Nontraded REITs?

Where Do You See Opportunity In Alternative Investments?

How Has Blue Vault Impacted the Industry?

The LifeStages Of A Nontraded REIT

Nontraded REITs: In A league Of their Own

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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 to only the most competitive products, and then track those REITs throughout their life cycle.

Gil Armour, CFP SagePoint Financial, Inc. February 3, 2016