Nontraded REIT Sales
Nontraded BDC Sales
Nontraded Closed-End Fund Sales
Private Placement Sales
Non-Listed Preferred Sales
Other Direct Participation Programs (Other DPPs)
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, 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.
I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.