PitchBookIn the news
Private capital market data and research on companies, deals, investors, funds and limited partners
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Data & researchCustom quote
Blue Vault
Research portal with performance data on non-traded REITs, BDCs, interval funds and DSTs for advisors
Cumming, GA, USFounded 2009bluevaultpartners.comNot yet confirmed by the company
What it does
Blue Vault is a research firm whose data portal gives broker-dealer and RIA advisors performance data on publicly registered alternative investment products. Advisor accounts are free, and product sponsors can be contributing members, which the firm discloses as a possible conflict of interest.
The portal tracks more than 300 offerings across non-traded BDCs, non-traded REITs, interval funds, tender offer funds and DSTs, with over 16 years of history. It calculates fund-level measures such as distribution coverage from FFO, MFFO and net investment income, leverage and loan-to-value, interest coverage and redemption rates, and lets users compare offerings by sponsor and asset class. Blue Vault also publishes PDF industry reports, a sponsor and service provider directory, news and webinars, and runs in-person events for advisors.
The company was founded in 2009 and is based in Cumming, Georgia.
Best for
- Serves
- Broker-dealers, RIAs
Features
- Non-traded REIT and BDC performance data
- Distribution coverage metrics
- Redemption and leverage tracking
- Side-by-side offering comparison
- Industry PDF reports
- Sponsor and service provider directory
Pricing and deployment
- Pricing model
- Free
- Published pricing
- Free for verified financial advisors
- Deployment
- Cloud
Coverage from The Daily Network
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