Nontraded REIT Sales
Nontraded BDC Sales
Nontraded Closed-End Fund Sales
Private Placement Sales
Non-Listed Preferred Sales
Total Alternative Investment Sales
Blue Vault cannot guarantee the accuracy of the numbers listed above. 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.
The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.