September 2016

October 12, 2016

Nontraded REIT Sales
– $294.1 million*

Nontraded BDC Sales
– $100.7 million

Nontraded Closed-End Fund Sales – New!
– $152.9 million*

Private Placement Sales – New!
– $159.7 million*

*Updated 12/13/16 11:30am
Please Note:  Sales data was not received for all nontraded Closed-End Funds or Private Placements, including 1031 sales, for the month of September.  Blue Vault is adding more offerings each month in an attempt to gather 100% of all sales in these two product offering categories.  We expect to have over 90% of all sales data for the October sales aggregated report.
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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.