November 2018

January 17, 2019


Nontraded REIT Sales
    $417.0 million 

Nontraded BDC Sales
    $43.8 million

Nontraded Closed-End Fund Sales
    $249.2 million

Private Placement Sales 
    $139.0 million

Non-Listed Preferred Sales
    $18.3 million

Other Direct Participation Programs (DPPs)
    $10.9 million

Total Alternative Investment Sales
    $878.2 million

Blue Vault cannot guarantee the accuracy of the numbers listed above. Blue Vault compiles sales each month for nontraded REITs, BDCs, and 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 on voluntary reports from product sponsors.
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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.