Bluerock is a leading institutional alternative asset manager based in New York with regional offices across the U.S. Bluerock principals have a collective 100+ years of investing experience with more than $48 billion real estate and capital markets experience and manage multiple well-recognized private and public company platforms. Today Bluerock has more than $10 billion in acquired and managed assets and offers a complementary suite of public and private investment programs, with both short and long-term goals, to individual investors seeking solutions aimed at providing predictable income, capital growth, and tax benefits.
1345 Avenue of the Americas, 32nd Floor
New York, NY 10105
| Current and Former Offerings | |||
|---|---|---|---|
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| Year Founded | Sector | Structure | Senior Executives |
| 2002 | Real Estate, Multifamily, Development, Retail and Office, Other |
| R. Ramin Kamfar, Chairman, Chief Executive Officer and Founder, Bluerock James G. Babb, III, Chief Strategy Officer, Senior Managing Director, Bluerock Jordan B. Ruddy, Chief Operating Officer, Bluerock Simon Adamiyatt, Executive Director, Chief Financial Officer, Bluerock Ryan S. MacDonald, Chief Investment Officer, Bluerock Jeffrey S. Schwaber, Chief Executive Officer, Bluerock Capital Markets Jerold E. Novack, Senior Executive Vice President and CFO |
| AUM* | Total Equity Raised* | # of Liquidity Events* | # of Private Placement Programs* |
| $10+ Billion in acquired and managed assets | $6+ Billion | 20 | 50 |
| Notes | |||
| Bluerock is a leading institutional alternative asset manager based in New York with regional offices across the U.S. Bluerock principals have a collective 100+ years of investing experience with more than $48 billion real estate and capital markets experience and manage multiple well-recognized private and public company platforms. Today Bluerock has more than $10 billion in acquired and managed assets and offers a complementary suite of public and private investment programs, with both short and long-term goals, to individual investors seeking solutions aimed at providing predictable income, capital growth, and tax benefits. *As of September 30, 2021 | |||
| Name | Type | Website | Status |
|---|---|---|---|
| Bluerock Total Income+ Real Estate Fund | Interval Fund | Open / Continuous | |
| The Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund”) is a public, closed-end interval fund utilizing a multi-manager, strategy, and sector approach. The Fund allows individuals to invest in institutional private equity real estate (iPERE) securities alongside some of the nation’s largest endowment and pension plans. | |||
| Bluerock Residential Growth REIT, Inc. | Publicly listed REIT | Open | |
| Bluerock Residential Growth REIT, Inc. (NYSE American: BRG) is a publicly listed real estate investment trust (REIT) that focuses on acquiring a diversified portfolio of Class A institutional-quality apartment properties in demographically attractive growth markets to appeal to the renter by choice. The Company’s objective is to generate value through off-market/relationship-based transactions and, at the asset level, through improvements to operations and properties. The Company generally invests with strategic regional partners, including some of the best-regarded, private owner-operators in the United States, making it possible to operate as a local expert in each of its markets while enhancing off-market sourcing capabilities. | |||
| Bluerock Value Exchange | DST (1031) | Open / Continuous | |
| Bluerock Value Exchange (“BVEX”) is a national sponsor of syndicated 1031 exchange offerings with a focus on premier exchange properties with value creation potential and that provide stable cash flows to investors. | |||
