December 2016

January 11, 2017

Nontraded REIT Sales
– $358.9 million
– $4,504.6 million, 2016 total 

Nontraded BDC Sales
– $70.1 million
– $1,000.5 million, 2016 total

Nontraded Closed-End Fund Sales – New!
– $139.5 million
– $712.4 million, August – December 2016

Private Placement Sales – New!
– $116.3 million
– $742.3 million (limited) January – December 2016

Total Alternative Investment Sales
– $684.8 million
– $6,959.8 million, 2016 total

(Total Alternative Investment Sales include January – December for nontraded REIT, nontraded BDC , and (limited) Private Placement sales, August – December for nontraded Closed-End Fund and Interval Fund sales)
Disclaimer: Blue Vault did not track all interval fund and private placement sales until August 2016. Therefore, the total alternative investment sales figure YTD is higher than the $6.95 billion listed.
Blue Vault compiles sales each month for nontraded REITs, BDCs, Closed End Funds, Private Placements and Interval Funds. Reported sales are verified each quarter for any program that files financial reports with the SEC.  The monthly reported figures are estimates based upon voluntary reports from product sponsors.
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Thomas E. Burns, III
July 29, 2015
February 22, 2016

I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.