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…

Accordant Investments Introduces its First Registered Interval Fund, Accordant ODCE Index Fund – ODCEX

Accordant Investments Introduces its First Registered Interval Fund, Accordant ODCE Index Fund – ODCEX

Accordant Investments LLC (“Accordant”), a registered investment advisor, has announced the launch of its first registered interval fund, Accordant ODCE Index (“Fund”), ticker: ODCEX. The Fund employs an indexing investment approach that seeks to track the NCREIF Fund Index – Open End Diversified Core Equity (“NFI-ODCE Index”) on a net-of-fee basis while minimizing tracking error…

It Should Be Obvious What Rising Rates Are Doing to Commercial Real Estate

It Should Be Obvious What Rising Rates Are Doing to Commercial Real Estate

In an article we published on the Blue Vault website on September 6, 2023, we asked the question “What Happened to Ares Industrial REIT’s NAVs.” After looking at the possible relationship between Ares Industrial REIT’s NAVs over the past two years and the monthly returns posted by NAREIT’s listed REITs categorized as “Industrial” REITs, we concluded that the factors impacting listed REITs with similar investments in industrial assets couldn’t be the cause for Ares Industrial REITs relatively lackluster trends in per share NAVs…

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