April 2016

May 10, 2016

Nontraded REIT Sales
– $406.8 million*

Nontraded BDC Sales
– $46.7 million

Private Placement Sales
– $35.7 million*

*Updated 12/13/16 11:30am. Blue Vault did not track all interval fund and private placement sales until August 2016.
Disclaimer: Monthly sales are provided to Blue Vault by each sponsor and are therefore not guaranteed to be accurate.
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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.