Coming soon, Blue Vault's AI Zone...

AIZone_WebBlue Vault’s Alternative Investment Zone (AI Zone) incorporates research on all alternative investments sold in the independent Broker Dealer investment channel. These product offerings include nontraded REITs, BDCs, Closed-End Funds, and Interval Funds and Private Offerings, including DST’s. While more thorough performance research is conducted by Blue Vault on REITs, BDCs, and Interval Funds, and included in separate publications, the AI Review was introduced to also include information on product offerings which are not required to file public documents with the SEC. The AI Review aggregates multiple performance metrics and makes it easy for its readers to stay up to date with current private placement offerings, which were previously difficult to consolidate and track. Blue Vault’s newest research publication also includes ground-level information about all alternative investments, including REITs, BDCs, and Closed-End Funds, including Interval Funds. The AI Review is a comprehensive IBD alternative investment research publication with content that is easy to read, navigate, and understand.

The first AI Zone is scheduled to be released this spring. 

 

Pre-purchase your AI Zone today!

Are you a financial advisor with a retail book of business or investor? If yes, please email Dawn.McDaniel@BlueVaultPartners.com or dial 678-456-4787.

Broker Dealers, email Betsy.Ricks@BlueVaultPartners.com or dial 678-456-4640.

Product sponsors, email Brooke.Heffington@BlueVaultPartners.com or dial 678-456-4290.

Are you a real estate company or entity, other than a financial advisor with a retail book of business or an investor? If yes, please phone Blue Vault toll-free at 1-877-256-2304 for subscription information.

For information on advertising, reprint licensing or custom research, please email Brooke.Heffington@BlueVaultPartners.com or dial 678‑456‑4290.


In addition to Blue Vault’s AI Zone, Blue Vault provides educational content and industry news and updates via:

  • The Vault… Blue Vault’s online library of historical data, providing subscribers with over 1,500 individual research pages and Quarterly Reviews, dating back to the 4th quarter of 2009.
  • Blue Vault’s NewsWire… delivered daily each week via email, this newsletter is designed to keep you informed of breaking and pertinent nontraded REIT industry news via third-party articles.  Each NewsWire also contains a Blue Vault factoid, a one-to-two-sentence relatively unknown fact related to the industry, to keep you engaged and informed.

Blue Vault does not offer investment advice and does not make buy or sell recommendations for any of the private placements monitored.

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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