February 28, 2017

What’s in Store at Summit 2017?

Name: Steve Siepak
Item: Blue Vault session at the recent National Planning Holdings National Conference
Rating: 5
Author: Steve Siepak

February 28, 2017 | by Beth Glavosek | Blue Vault

Summit-Day-2_06

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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Steve Siepak

Blue Vault session at the recent National Planning Holdings National Conference

September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.