Vee Kimbrell
President
With over 35 years in financial services, Vee has managed the marketing and distribution of investment products ranging from mutual funds and annuities to institutional investment services, private equity, and nontraded REITs. For the past 25 years, she has specialized in commercial real estate, building expertise in market research, financial analysis, investor relations, communications, and product development.
Before founding St. George Investment Group, Vee worked with several commercial real estate developers specializing in the seniors housing, multifamily, retail, and office sectors and served as Director of Marketing and Client Relations for a Midwest-based commercial brokerage firm. In 2009, she co-founded Blue Vault Partners, a research firm specializing in nontraded REITs and the first to introduce a performance-based market research tool for financial advisors and intermediaries.
Vee graduated with a Bachelor of Arts degree in Economics and Psychology from Agnes Scott College. She holds FINRA Series 7 and 63 licenses and is an Indiana licensed commercial real estate broker. She is also a member of the Indianapolis chapter of Commercial Real Estate Women (CREW) Network, a member of National Association for Women Business Owners (NAWBO) - Indianapolis, and a member of Executive Women in Finance.
In addition to her ownership of St. George Investment Group, Vee is a Partner with Legacy 1031 and a licensed real estate broker with Raven Commercial Group.
Partnership with Legacy 1031
Founded by Bart Harrison, our partnership with Legacy 1031 enables us to offer tailored 1031 Exchange solutions that empower individual investors to defer capital gains tax by reinvesting in institutional-quality commercial properties. With a focus on personalized strategies and meticulous support, we guide our clients through every step of the exchange process, working toward a smooth transition and positive investment outcomes.
For investors looking to move away from the responsibility of directly managing properties, Delaware Statutory Trusts (DSTs) and Opportunity Zone Funds present a possible option for certain investors. By utilizing DSTs or Opportunity Zone Funds, investors can enjoy tax-deferred growth, portfolio diversification, and the ability to shift from hands-on property management to more passive, professionally managed real estate opportunities. These options may be ideal for investors who are seeking a different investment approach and looking to reap the potential rewards of real estate investments.
Together with Legacy 1031, we are committed to delivering exceptional value and providing well-informed recommendations that are designed to match your personal risk profile and investment objectives.
Raven Commercial Group Strategic Alliance
Founded by Kristy Carter, our strategic alliance with Raven Commercial Group creates a powerful synergy that allows us to offer a full suite of commercial real estate services tailored to small and medium-sized property owners. To maximize value and streamline operations for long-term growth, our commercial property services include property management, maintenance, leasing, vendor/contractor coordination, project management, and marketing support.