Nontraded BDC Review, Q3 2017 Available Now!

December 4, 2017

Q3 2017 Nontraded BDC Industry Review Report and Individual Reports are Now Available!

You may access these reports by clicking on “Subscriber-Only Research“, “Nontraded Business Development Companies”, then “BDC Review” links on the menu located at the top the page. Scroll down to 2017, then select “2017”.

Clicking on the individual Nontraded BDC fund names below to visit each of their Sponsor Focus pages on the Blue Vault website. (No Paid Subscription Required)

Fourteen of fifteen individual page reports are now available
(funds in BOLD have been uploaded since December 13th):

  1. Business Development Corporation of America
  2. CION Investment Corporation
  3. Corporate Capital Trust II
  4. Corporate Capital Trust, Inc.
  5. FS Energy & Power Fund
  6. FS Investment Corporation II
  7. FS Investment Corporation III
  8. FS Investment Corporation IV
  9. Guggenheim Credit Income Fund
  10. HMS Income Fund, Inc.
  11. MacKenzie Realty Capital, Inc.
  12. NexPoint Capital, Inc.
  13. Owl Rock Capital Corporation II
  14. Sierra Income Corporation
  15. Terra Income Fund 6, Inc.

The Limited Operations page for nontraded BDCs can be found in the Individual Reports section on the Blue Vault website.

Nontraded BDCs included in the Limited Operating Results table in the Q3 2017 BDC Industry Review:

If you are already logged in, click Subscriber-Only Research.

To login now, click Website Login.

Blue Vault research is available to paid Subscribers only.

If you are a financial advisor and are not currently subscribing to the NTR Review, please contact Dawn McDaniel at Dawn.McDaniel@BlueVaultPartners.com or 678-456-4787. for more information on pricing.

Product sponsors contact Brooke Heffington at Brooke.Heffington@BlueVaultPartners.com or 678-456-4290.

Contact Betsy Ricks at Betsy.Ricks@BlueVaultPartners.com or 678-456-4640 if you are a:

Broker Dealer
Real estate investment company
Investment bank
Retail investor
Any entity other than a sponsor or financial advisor with a retail book of business

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.