What’s in Store at Summit 2017?

February 28, 2017


What’s in Store at Summit 2017?

February 28, 2017 | by Beth Glavosek | Blue Vault



The 2017 Blue Vault Broker Dealer Educational Summit is just around the corner now that March is here. Have you marked your calendar for March 13-15, 2017? The Summit will be held at the Ritz-Carlton in downtown Atlanta.

Broker Dealers can get to know sponsor firms’ plans for 2017 and learn more about their efforts to restructure offerings to meet market demands. Our goal is that all attendees leave the Summit with a richer understanding of the direct investment environment and new insights about the future.

Topics include:

  • Why a joint venture sponsorship arrangement may be better for the retail channel
  • How certain real estate offerings are addressing the need for satisfactory liquidity
  • The benefits of net lease investing
  • Why 1031 exchanges have made a comeback
  • How a subordinated sponsor investment can help mitigate investor risk
  • New fund structures, and
  • Fees to accommodate the regulatory environment 


We look forward to seeing you in Atlanta in a few weeks!

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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