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…
Transfer Agent Case Study: Switching to a New Provider
There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical data to the system of a new transfer agent. They need not be.
A Curious Look at Commercial Real Estate Cap Rates
In this article we ask the question, “Which came first, the market value or the cap rate?” Does that question sound familiar? It should, since it really is like the classic “chicken or egg” conundrum. The fact is cap rates do not determine market values and market values do not determine cap rates. But, each determines the other. Confusing, isn’t it?
How Interest Rate Caps and Swaps Are Used by Non-Traded REITs
Non-traded REITs utilize different types of financial contracts to hedge their variable rate debts to protect themselves financially from changes in interest rates…
Strategic Partnerships
SmartStop Asset Management
CIM Group
Services
Data
Education
Consulting
