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…
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-13-2023 Blue Vault has published the Q2 2023...
Cetera to Buy Tax-Focused Avantax in $1.2B Deal
Cetera to Buy Tax-Focused Avantax in $1.2B Deal September 11, 2023 | Janet Levaux | Think Advisor...
Visualizing Blackstone REIT’s Recent Capital Raise History
Beginning in the fourth quarter of 2022, common stock redemptions by several continuously offered nontraded REIT programs became a major news item for the nontraded REIT industry. Blackstone Real Estate Income Trust, as the largest of the active nontraded REITs with total assets of $138 billion as of June 30, 2023, garnered the most news coverage when common shareholders requests for common stock redemptions exceeded its monthly limit of 2% of NAV for November 2022…
Strategic Partnerships
SmartStop Asset Management
CIM Group
Services
Data
Education
Consulting
