Opens in a new tab
BLUE VAULT DATA LICENSING · FOR INSTITUTIONS

Alternative investment data, licensed for your platform.

Structured, historical data on non-traded REITs, BDCs, interval funds, tender offer funds and DSTs — with the rights to integrate it into your systems, research and products.

PROGRAM_QUARTERLY
ILLUSTRATIVE SCHEMA
program_id
string
category
enum
sponsor_name
string
report_period
date · quarter
nav_per_share
decimal
distribution_rate
percent
distribution_coverage
ratio
leverage_ratio
ratio
capital_raised
currency
repurchases_filled
percent

Final fields, history and update cadence are defined in each agreement.

WHO LICENSES BLUE VAULT DATA

Built for teams that need the data, not just the view

01

Wealth platforms and broker-dealers

Support product shelf reviews and due diligence with consistent, comparable data.

02

Research and analytics teams

Feed models, market studies and internal benchmarking with structured history.

03

Fintech and data platforms

Display alternative investment data inside the tools advisors already use.

04

Asset managers

Enterprise-wide benchmarking beyond individual Intelligence seats.

COVERAGE

What’s in the dataset

Category
Programs
History from
Non-traded REITs
47
2009
BDCs
25
2009
Interval funds
119
1999
Tender offer funds
72
2003
DSTs
914
2026

Live from Blue Vault Intelligence. Data as of November 5, 2026.

DELIVERY

Delivered the way your systems work

API

API access

Programmatic access for platforms that refresh continuously.

CSV

Scheduled files

Flat-file delivery on an agreed cadence via secure transfer.

EXT

Custom extracts

Defined subsets of categories, fields and history for a specific use.

Delivery options are agreed in each license.

HOW IT WORKS

From first call to live data

  1. STEP 01

    Scope

    We discuss your use case, users and the categories you need.

  2. STEP 02

    Sample

    You review a sample dataset and field definitions.

  3. STEP 03

    Agreement

    Rights, scope, attribution and delivery are set in the license.

  4. STEP 04

    Delivery

    Onboarding, data delivery and ongoing support from our data team.

INTELLIGENCE SUBSCRIPTION

View and analyze, inside the platform

  • Individual users, internal use
  • No extraction, redistribution or integration
  • No derived products
DATA LICENSE

Use the data in your own systems

  • Enterprise-wide or platform-level use
  • Integration, display and redistribution as agreed
  • Rights, scope and attribution defined by contract

Let’s scope your license

Tell us how you plan to use the data. We’ll come back with coverage, a sample file and next steps.

Talk to our data team

Include your organization, how you plan to use the data and the categories you need.

  • Platform or product integration
  • Internal research and analytics
  • Due diligence and product shelf
Talk to our data team →