Due diligence on alternatives, built on evidence.
Blue Vault Intelligence gives you independent, comparable data on non-traded REITs, BDCs, interval funds, tender offer funds and DSTs — from first look to ongoing monitoring. Free for wealth advisors.
- Profiles for programs across five alternative investment categories
- Historical performance, distributions and NAV
- Distribution coverage, leverage and liquidity data
- Peer comparisons and Blue Vault Rankings
- Sponsor track records, including full-cycle DST results
- Saved lists to monitor the programs your clients hold
Support at every stage of an investment
Whether you are looking at a category for the first time or watching a position you already hold.
Understand
“How does this structure actually work?”
- Category overviews
- Product structure explainers
- Due diligence question guides
Evaluate
“How does it compare with its peers?”
- Peer comparisons
- Rankings with defined methods
- Sponsor disclosure records
Explain
“How do I discuss risk and liquidity with a client?”
- Educational articles
- Webinars and interviews
- Context on reasonable expectations
Monitor
“What has changed since my client invested?”
- Performance and distribution history
- Liquidity and repurchase updates
- Saved lists
Blue Vault provides independent information and education, not personalized investment recommendations or a guarantee of outcomes. Coverage varies by product.
The data behind better questions
Program profiles
Structure, fees, leverage and history for each covered program in one view.
Distributions in context
Distribution rates alongside coverage, so a headline number can be read correctly.
Peer comparisons
Standardized metrics across comparable programs, with peer groups stated.
Rankings
Lists built on defined, disclosed methods and clearly dated reporting periods.
Liquidity tracking
Repurchase and tender activity over time for interval and tender offer funds.
Sponsor records
Sponsor experience and full-cycle results, including DST program history.
What each subscription gives you
They are separate. Signing up for one never enrolls you in the other.
Questions advisors ask
Is Intelligence really free for wealth advisors?
Yes. Blue Vault Intelligence is complimentary for wealth advisors. Asset managers and other industry firms use paid corporate subscriptions.
Will I also start receiving Insights emails?
No. Intelligence and Insights are separate subscriptions. Email is opt-in only, and you can subscribe to Insights at any time.
Does Blue Vault recommend investments?
No. Blue Vault provides independent information, data and education. It does not provide personalized investment recommendations or determine suitability for any client.
How does Blue Vault make money?
Through corporate Intelligence subscriptions, Exposure services for firms and enterprise Data Licensing. Paid relationships never change research, data or rankings, and paid placements are always labeled.
Start your next review with independent data.
Blue Vault Intelligence is free for wealth advisors.