Blue Vault

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.”

Management Team

Stacy Chitty

Managing Partner

James Sprow

Senior Vice President, Research

Betsy Ricks

Vice President, Business Development

Sonya Andrews

Vice President, Operations

Dawn McDaniel

Assistant Vice President

Maria Smorganskaya

Senior Financial Analyst

Luke Schmidt

Senior Financial Analyst

Laura Cotton

Marketing Manager

Margaret Armour

Marketing Specialist

Performance Fact

 

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Operational Fact

 

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Capital Raise Fact

 

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NONTRADED REITS

ABC Real Estate Investment Trust
XYZ Real Estate Investment Trust
MNO Real Estate Investment Trust

INTERVAL FUNDS

ABC Real Estate Investment Trust
XYZ Real Estate Investment Trust
MNO Real Estate Investment Trust

PRIVATE OFFERINGS

Information about Private Offerings is available in the Blue Vault Database (for financial professionals only).

NONTRADED BDCS

ABC Investment Corporation
XYZ Investment Corporation
MNO Investment Corporation

NONTRADED CLOSED-END FUNDS

ABC Real Estate Investment Trust
XYZ Real Estate Investment Trust
MNO Real Estate Investment Trust

NONTRADED PREFERRED SHARES

ABC Investment Corporation
XYZ Investment Corporation
MNO Investment Corporation

OTHER DIRECT PARTICIPATION PROGRAMS

ABC Investment Corporation
XYZ Investment Corporation
MNO Investment Corporation

Name
Address 1
Address 2
City, State Zip

Phone Number
678-802-8716

 

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