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October 2016

November 11, 2016

Nontraded REIT Sales
– $352.9 million*

Nontraded BDC Sales
– $81.8 million

Nontraded Closed-End Fund Sales – New!
– $143.9 million

Private Placement Sales – New!
– $159.7 million

*Updated 1/11/17 5:28pm Eastern
Please Note:  Sales data was not received for all Interval Funds, nontraded Closed-End Funds or Private Placements, including 1031 sales, for the month of October.  Blue Vault is adding more offerings each month in an attempt to gather 100% of all sales in these two product offering categories.  
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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.