Bluerock Real Estate is a full-service, national investment firm offering a suite of public and private institutional investment products focused on providing investors smart investment solutions with potential for high current income, tax benefits, and future capital appreciation. Bluerock focuses on core-plus, value-add, opportunistic and development investment strategies, and has transacted over 9 million square feet of residential and commercial real estate acquisitions since its inception in 2002. Bluerock’s key principals have an average of 25 years investing experience, have been involved with acquiring over 35 million square feet of real estate with approximately $10 billion in value, and have helped launch leading real estate private and public company platforms.
712 Fifth Avenue, 9th floor
New York, NY 10019
888.558.1031
208.475.2380
(Josh Hoffman)
| Current and Former Offerings | |||
|---|---|---|---|
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| Year Founded | Sector | Structure | Senior Executives |
| 2002 | Real estate: Multifamily, Development, Retail and Office |
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R. Ramin Kamfar, CEO and Chairman of Board of Directors, Bluerock Residential James G. Babb, III, Managing Director and CIO Jordan Ruddy, COO and President, Bluerock Residential Jerold E. Novack, Senior Executive Vice President and CFO Jeffrey S. Schwaber, CEO, Bluerock Capital Markets |
| AUM* | Total Equity Raised* |
# of Liquidity Events* | # of Private Placement Programs* |
| $4.5 Billion | $1.9 Billion | 1 | 2 (Current Offerings) 42 (Historical) |
| Notes | |||
| Bluerock Real Estate has more than 25 million square feet of commercial and residential real estate, serving approximately 25,000 investors nationwide. Bluerock principals have a collective 115+ years of investing experience, have been involved with acquiring over 50 million square feet of real estate with approximately $10 billion in value.
*As of August 31, 2018 |
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| Name | Type | Website | Status |
|---|---|---|---|
| Total Income + Real Estate Fund | Interval Fund | Bluerock Funds | Open |
| Bluerock’s Total Income + Real Estate Fund is a public fund utilizing a multi-manager, multi-strategy and multi-sector approach. The Fund allows individuals to invest in private, institutional real estate securities alongside some of the nation’s largest endowment and pension plans. The Fund is a continuously offered, non-diversified, closed-end management investment company that is operated as an interval fund. | |||
| Bluerock Residential Growth REIT, Inc | Publicly listed REIT | Bluerock Residential | Open |
| Bluerock Residential Growth REIT, Inc. (NYSE MKT: BRG) is a publicly listed 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. | |||
| Bluerock Value Exchange | DST | Bluerock Value Exchange | Open |
| Bluerock Value Exchange employs an investment strategy that includes three primary selection criteria: property type, market and partner. We believe investing in high-quality multifamily assets in growth markets across the nation will meet investment objectives of capital preservation, income and growth. We don’t simply accumulate assets, we enhance them through the power of a robust operating partnership network. | |||
