Nontraded REIT and BDC investments offer a unique opportunity for real estate investment firms that are in search of new ways to raise capital.  Our professionals have experience in the areas of financing, commercial real estate, marketing, product development and regulatory requirements that can help educate you as you consider developing a public or private offering.

Our ability to provide you with a historical perspective as well insights on future trends and industry opportunities will give you an advantage over your competitors. As experts in the nontraded REIT industry, we have built an extensive database of information that can be tailored to your research needs. Fees for these special projects vary and are separate from the subscription services that we offer.

For more information on the consulting services we offer, please call us at 877-256-2304.

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.