Blue Vault Partners Launches Premium Service With Real Estate Expertise From Stoneforge

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Blue Vault Partners, the only firm reporting on quarterly performance of nontraded REITs, adds the real estate resources of Texas-based Stoneforge Advisors to provide subscribers the most comprehensive analysis of nontraded REITs and their underlying holdings.

Financial professionals need to understand not just the REIT securities, but aspects of the underlying real estate holdings as well.

Nontraded REIT analysts Blue Vault Partners announced today a new premium-level research service, adding the real estate expertise of Stoneforge Advisors to bring subscribers expanded analysis of REITs and their underlying property assets.

The research partnership with Stoneforge brings new capabilities to the Blue Vault Partners platform, providing subscribers the most comprehensive nontraded REIT data and analysis available. With the new premium service, BVP will provide a crucial, detailed look into the management decisions and portfolio results of REIT operators.

Blue Vault Partners is the only independent firm reporting on the quarterly performance of nontraded REITs.

“The nontraded REIT industry is complex, and financial performance is only one part of the picture,” said Vee Kimbrell, managing partner of Blue Vault Partners. “Financial professionals need to understand not just the REIT securities, but aspects of the underlying real estate holdings as well. With Stoneforge’s expertise, our subscribers will have the unique advantage of that understanding.”

Stoneforge Advisors, based in Austin, Texas, is a commercial real estate investment and advisory firm; the firm’s specialties include portfolio and asset management and acquisitions. Stoneforge will report for BVP on the real estate activity of leading nontraded REITs, portfolio developments, capital structures and conditions in the commercial real estate markets.

“What Blue Vault Partners is doing is exciting, bringing comprehensive analysis to a category that’s not well understood,” said David H. Steinwedell, managing partner at Stoneforge. “We’re pleased to partner with them in creating the kind of comprehensive analysis the nontraded REIT industry -- and those investing in it -- have never had.”

An estimated $8 billion was invested in nontraded REITs in 2010, according to preliminary year-end data from Blue Vault Partners. These REITs occupy a distinct and sometimes controversial niche among real estate investment trusts. Investors purchase shares directly from fund sponsors, not via the stock market. The funds are known for paying dividend income over a long investment time horizon -- typically seven to 10 years -- and may have limited liquidity and significant fees.

About Blue Vault Partners

Atlanta-based Blue Vault Partners LLC offers quarterly nontraded REIT reports and annual research subscriptions for financial advisors, broker/dealers, REIT sponsors and others serving the industry. For more information, visit

About Stoneforge Advisors

Austin, Texas-based Stoneforge Advisors is a private real estate investment and advisory firm.  The principals of the firm have worked in all aspects of commercial real estate, completing over $30 billion in capital market transactions in their 26 years of average experience. For more information, visit

EDITORS NOTE: Blue Vault managing partners Vee Kimbrell and Stacy Chitty are available for interviews, comment and background on the nontraded REIT industry.


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