Bluerock - The DI Wire

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 $120 billion real estate and capital markets experience and manage multiple well-recognized real estate private and public company platforms. Today Bluerock has approximately $15 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.

Bluerock 1345 Avenue of the Americas
32nd Floor New York, NY 10105

888.558.1031 (Investor Relations)

208.475.2380 (Josh Hoffman)

jhoffman@bluerock.com

bluerock.com

Bluerock

Current and Former Offerings
Bluerock Total Income+ Real Estate Fund – Current Bluerock High Income Institutional Credit Fund – Current Bluerock Homes Trust, Inc. (NYSE American: BHM) – Current Bluerock Industrial Growth REIT, Inc. – Current Bluerock Value Exchange (1031 Offerings) – Current Bluerock Residential Growth REIT, Inc. (NYSE American: BRG) – Former Private Fund Offerings – Former

Year	Sector	Structure	Senior Executives
2002	Real Estate, Multifamily, Development, Other	REIT (Public) REIT (Private) 1031 DST Exchange Interval Funds Joint Ventures Opportunistic Real Estate Investments	R. Ramin Kamfar, Chairman, Chief Executive Officer and Founder, Bluerock Jordan B. Ruddy, Chief Operating Officer, Bluerock James G. Babb, III, Chief Strategy Officer, Bluerock Simon Adamiyatt, Chief Financial Officer, Bluerock Ryan S. MacDonald, Chief Investment Officer, Bluerock Jeffrey S. Schwaber, Chief Executive Officer, Bluerock Capital Markets

Year

Sector

Structure

Senior Executives

2002

Real Estate, Multifamily, Development, Other

REIT (Public)
REIT (Private)
1031 DST Exchange
Interval Funds
Joint Ventures
Opportunistic Real Estate Investments

R. Ramin Kamfar, Chairman, Chief Executive Officer and Founder, Bluerock

Jordan B. Ruddy, Chief Operating Officer, Bluerock

James G. Babb, III, Chief Strategy Officer, Bluerock

Simon Adamiyatt, Chief Financial Officer, Bluerock

Ryan S. MacDonald, Chief Investment Officer, Bluerock

Jeffrey S. Schwaber, Chief Executive Officer, Bluerock Capital Markets

AUM	Total Equity Raised	# of Full Cycle Offerings	# of Liquidity Events	# of Private Placements Programs
More than $18.7 Billion	$13.0 Billion	35		54

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 $120 billion real estate and capital markets experience and manage multiple well-recognized real estate private and public company platforms. Today Bluerock has more than $18.7 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, 2023

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 $120 billion real estate and capital markets experience and manage multiple well-recognized real estate private and public company platforms. Today Bluerock has more than $18.7 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, 2023

Bluerock Total Income+ Real Estate Fund Type Interval Fund Status 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 High Income Institutional Credit Fund Type Interval Fund Status Open / Continuous	The Bluerock High Income Institutional Credit Fund (the “Fund”) is a continuously offered, non-diversified, closed-end management investment company that is operated as an interval fund. The Fund pursues its investment objective by investing, directly or indirectly, in senior secured loans (“Senior Secured Loans”). The Fund may purchase Senior Secured Loans directly in the primary or secondary market and will invest in them indirectly by purchasing various tranches, including senior, junior or equity tranches, of entities that own a diversified pool of Senior Secured Loans known as Collateralized Loan Obligations, or “CLOs”.
Bluerock Homes Trust, Inc. (NYSE: BHM) Type Publicly Listed REIT Status Open	Bluerock Home Trust, Inc. (NYSE American: BHM) is a publicly listed real estate investment trust (REIT) that owns and operates high-quality single-family properties located in attractive markets with a focus on the knowledge-economy and high quality of life regions of the Sunbelt and high growth areas of the Western United States.
Bluerock Industrial Growth REIT Type Private REIT Status Open	Bluerock Industrial Growth REIT (“BIGR”) is a private REIT, which seeks to capitalize on the long-term, dynamic, expanding trends of e-commerce for retailers and their competitive need for direct-to-consumer fulfillment and consumers demand for faster delivery times by investing in a portfolio of Class A and B industrial properties including distribution centers, warehouses, logistics and light manufacturing industrial properties, primarily in growth markets across the United States.
Bluerock Value Exchange Type DST (1031) Status 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.

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