UNLOCK THE POWER OF THE VAULT

June 2018

July 10, 2018

Slider_Sales-Stack-20171027_720px

Nontraded REIT Sales
    $354.2 million 

Nontraded BDC Sales
    $30.7 million

Nontraded Closed-End Fund Sales
    $212.1 million

Private Placement Sales 
    $242.1 million

Non-Listed Preferred Sales
    $14.5 million

Total Alternative Investment Sales
    $853.7 million

Disclaimer: 
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.
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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

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.