Sponsor dossier
Who is behind the offering
Sponsor strength
Bluerock Value Exchange
Bluerock Value Exchange manages approximately $4,700,000,000 in assets under management with over 19 years of real estate experience. The sponsor has executed and fully disposed of multiple multifamily portfolios, including 15 apartment properties comprising 4,360 units totaling approximately $733 million in historical real estate.
• Bluerock Growth Fund raised approximately $20.1 million in equity for total real estate acquisition costs of approximately $139 million represented by interests in three apartment properties comprised of approximately 759 units and 585,000 square feet, all of which have been sold. • Bluerock Growth Fund II raised approximately $1.6 million in equity for total real estate preferred equity of approximately $1.3 million represented by interests in one apartment property comprised of approximately 340 units and 284,000 square feet, and this single preferred equity investment has been sold. • Approximately $733 million was represented by interests in 15 apartment properties comprised of approximately 4,360 units and 4.2 million square feet, and these 15 properties have been sold.
Properties owned or managed
$4,700,000,000
Across all programs
—
Prior DST offerings
—
DST-held assets
The document references over 30,000 employees each at the Westshore Business District and MacDill Air Force Base, but these figures pertain to regional employment centers rather than the sponsor’s or issuer’s own employees, so no specific employee count for the offering entity is provided.
Disclosed headcount
apartment community
Stated strategy
Scale vs peer sponsors
Bars show each measure as a share of the largest sponsor scale observed in the DST market. No peer benchmark dataset is wired in yet, so these are relative scale indicators only.
Bluerock Value Exchange has over 19 years of real estate experience and $4,700,000,000 in assets under management. The firm has fully liquidated several prior apartment programs comprising thousands of units and over $733 million in transaction value.
Sponsor strengths
3Extensive institutional track record with $4,700,000,000 in assets under management.
Demonstrated full-cycle realization across multiple multifamily programs comprising over 5,000 units.
Established presence and experience spanning over 19 years in real estate syndication.
Sponsor concerns
2High disposition fee structure of 3.5% of gross disposition value.
Sponsor employee headcount for the offering entity is not disclosed.