November 2016

December 13, 2016

Nontraded REIT Sales
– $325.1 million
– $4,136.6 million YTD

Nontraded BDC Sales
– $87.0 million
– $930.4 million YTD

Nontraded Closed-End Fund Sales – New!
– $116.6 million
– $572.9 million August – November 2016

Private Placement Sales – New!
– $93.1 million
– $626.0 million (limited) January – November 2016

Total Alternative Investment Sales
– $621.8 million
– $6,265.9 million YTD

(Total Alternative Investment Sales include January – November for nontraded REIT, nontraded BDC , and (limited) Private Placement sales, August – November 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 $6.27 billion listed.  Monthly sales are provided to Blue Vault by each sponsor and are therefore not guaranteed to be accurate.
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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.