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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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Ramón A. Rivera-Ramos
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.