What’s in Store at Summit 2017?

February 28, 2017


What’s in Store at Summit 2017?

February 28, 2017 | by Beth Glavosek | Blue Vault



The 2017 Blue Vault Broker Dealer Educational Summit is just around the corner now that March is here. Have you marked your calendar for March 13-15, 2017? The Summit will be held at the Ritz-Carlton in downtown Atlanta.

Broker Dealers can get to know sponsor firms’ plans for 2017 and learn more about their efforts to restructure offerings to meet market demands. Our goal is that all attendees leave the Summit with a richer understanding of the direct investment environment and new insights about the future.

Topics include:

  • Why a joint venture sponsorship arrangement may be better for the retail channel
  • How certain real estate offerings are addressing the need for satisfactory liquidity
  • The benefits of net lease investing
  • Why 1031 exchanges have made a comeback
  • How a subordinated sponsor investment can help mitigate investor risk
  • New fund structures, and
  • Fees to accommodate the regulatory environment 


We look forward to seeing you in Atlanta in a few weeks!

Click below and subscribe to Blue Vault’s NewsWire.


Go Back
Blue Vault Nontraded REIT and Nontraded BDC Reviews
September 1, 2016

Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.

*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.