Q4 2018 “Vault View” Webinar

April 30, 2019

Q4 2018 “Vault View” Webinar

How are nontraded REITs and BDCs executing their investment strategy? Join BV for an up-to-date industry overview of 2018 REIT and BDC performance. Find out where the alts market is heading and ask your questions.

Wednesday, May 1 at 2:00pm EDT. All industry professionals are welcome!


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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.