Blue Vault

About the Company

Blue Vault provides its subscribers with the factual performance metrics, from beginning to end, needed to make better informed decisions concerning nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings. Knowledge is power, in this case, the power to be completely informed before deciding on which alternative investments to use and the power to protect your practice from misleading sales and marketing tactics. Don’t be partially informed ever again. Utilize our expertise and solid research data services to know the facts. 

“Blue Vault’s mission is to conduct and provide reliable and thorough nontraded REIT and BDC performance-based research. Our top priority is helping keep you informed. Our commitment to you is transparency and education.”

Founded

2009

Founders

Stacy Chitty
Vee Kimbrell

Management Team

Stacy Chitty: Managing Partner
Jim Sprow: Senior Vice President, Research
Betsy Ricks: Vice President, Business Development

News, Announcements, and More…

NAV REITs Report Barely Positive Median Total Returns for August

NAV REITs Report Barely Positive Median Total Returns for August

The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was 0.03% in August, compared to 0.21% in June. Eight of the 16 reported positive total returns. This is the second month since November 2022 that, as a group, the continuously offered nontraded REIT programs have reported a positive median return, albeit a very small one…

Know Your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution

Know Your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution

Driven by market pressures and regulatory changes, non-traded real estate investment trusts (non-traded REITs) have evolved over time to become more appealing to today’s investors. Fund structures today offer greater efficiency and transparency while continuing to provide the benefits of indirect ownership in institutional-quality commercial real estate. This whitepaper will provide an overview of REITs of all types, focusing on non-traded REITs, how they have evolved, key features of today’s product, the importance of technology-driven administration solutions and how innovations in analytics can be used to improve distribution.

Strategic Partnerships

SmartStop Asset Management
CIM Group

 

Services

Data
Education
Consulting

Contact Info

407 E. Maple Street
 Suite 305
 Cumming, GA 30040

 678-802-8716

info@bluevaultpartners.com