WHY BLUE VAULT

Serving as the Alternative Investments Hub for Wealth Advisors

Founded in 2009, Blue Vault was built on the belief that transparency, education and access are the essential ingredients for wealth advisors to integrate alts into their advisory practices and utilize offerings best suited for their clients.

We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain.

Through Blue Vault, wealth advisors gain access to in-depth performance-based research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, preferred shares and a growing number of private securities offerings by means of reports and a searchable alts offerings portal.

We’re dedicated to providing news, insights and ongoing learning opportunities and training to help wealth advisors pursue a deeper level of understanding of alts, stay informed about the latest trends, and connect with other wealth advisors who already understand alternative investments, their strategies, structures, risks, and benefits.

INDUSTRY ACCESS

How We Help Advisors

Performance

Learn how alternative investment offerings are actually performing – not how they intend to perform – through fact-based performance metrics in our reports and database. Our database provides you with tools to filter, sort, search and compare offerings and asset managers.

Transparency

The alternative investment industry, more than ever, needs an unbiased and clear information source, and Blue Vault’s reporting services provide it. Simply put, a healthy industry cannot exist without complete transparency.

Independent Research Source

Blue Vault is not affiliated with any alternative investment sponsor and is 100% independent.

Timely Information

Our research reports are released individually online as they are completed. No one delivers more data on more alternative investments in less time.

REITs, BDCs, Interval Funds, Tender Offer Funds and more

We research the offerings and consolidate concise and straightforward data for you to review. Blue Vault aggregates the most essential data and calculates the metrics you need.

Nontraded REIT Performance Profiles

Blue Vault’s Performance Profiles combine data points in three distinct financial areas: Operating Performance, Financial Outlook and Cumulative MFFO Payout. These help wealth advisors understand the larger performance picture and what the metrics mean.

Nontraded REIT Studies

Monitoring performance during the operation period is very important. But what about when all is said and done, and the REIT liquidates? What was the total return? Blue Vault produces the only Nontraded REIT Full-Cycle Performance Study in the industry to analyze every nontraded REIT’s total return. And nowhere else in the industry will you find the Nontraded REIT Fee Study and Nontraded REIT NAV Study we produce.

Historical Performance and Trends

Blue Vault reports on current offerings and operational performance, but also maintains historical data back to 2009. Premium and All-Access Members gain full access to our reports and database.

Industry Monitoring and Statistics

Not only does Blue Vault provide research on individual alternative investment offerings, we research the industry and provide a host of industry data helpful for you to understand the alts landscape.

Ease of Use

We make things easy for you. Our reports and database are easy to view, read and use. Whether you want to spend hours poring over all our research or find a data point quickly before a meeting, we have designed both with you in mind.

Access Detailed Asset Manager and Offering Information

Become a member to access our detailed reports and get info on sponsor acquisitions, capital raise and financials.

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