Name: Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Item: Blue Vault
Rating: 5
Author: Loreen M. Gilbert

February 16, 2021

Go Back

Recent News

Invesco Real Estate Income Trust Inc. Closes Two Credit Transactions Totaling $51.8 Million in Commitments
Gladstone Land Announces Election of Paula Novara as Director
Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022 Earnings Release and Conference Call Dates
Gladstone Land Announces Increase in Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022, Earnings Release and Conference Call Dates
Capital Square Acquires Luxury Multifamily Community Near Louisville for DST Offering

View All

Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services

Blue Vault

July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.

*Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.

Full-Cycle (Date): Shareholders received cash or listed stock for all common shares of the previously non-traded investment program as of the given date.

In-Process: The investment program has commenced liquidation of its investment portfolio, has announced a merger or sale that has not yet been consummated, or has yet to provide common shareholders with full liquidity for their shares with cash and/or listed stock.

SRP/Tender: Share repurchase or tender program which permits shareholders to sell their shares back to the company, subject to limitations. The frequency, price, and limitations vary by investment program.

Suspended: The investment program has suspended its share repurchase or tender program.

None: The investment program does not have an intermittent liquidity program, but shareholders will receive liquidity upon termination or liquidity event at the end of the investment term.

Bluerock Total Income+ Real Estate Fund – 2015-Q2

Recent News

Who we are

Store

BVD (Blue Vault Database)

Bluerock Total Income+ Real Estate Fund – 2015-Q2

Recent News

Who we are

Store

BVD (Blue Vault Database)

Sign Up