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A Discussion with Bluerock About Interval Funds and Total Income + Real Estate Fund

In a wide-ranging interview with Josh Hoffman, Managing Director, at Bluerock Real Estate, Blue Vault discussed the history of interval funds, the unique qualities of interval funds that have made them an increasingly important alternative investment class, and the history of Total Income + Real Estate Fund, an interval fund managed by Bluerock.

Sales Stack

    October 2017

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    Nontraded REIT Sales
        $269.4 million 

    Nontraded BDC Sales
        $31.5 million

    Nontraded Closed-End Fund Sales
        $168.6 million

    Private Placement Sales 
        $313.2 million

    Non-Listed Preferred Sales - New!
        $15.8 million

    Total Alternative Investment Sales
       $798.5 million

    Disclaimer: 
    Blue Vault cannot guarantee the accuracy of the numbers listed above. Blue Vault compiles sales each month for nontraded REITs, BDCs, Closed-End Funds, Private Placements and Interval Funds. Reported sales are verified each quarter for any program that files financial reports with the SEC.  The monthly reported figures are estimates based upon voluntary reports from product sponsors.

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Blue Vault Events

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Blue Vault’s 4th Annual Broker Dealer Educational Summit will be held March 12-14, 2018 at the Alfond Inn located in Winter Park, Florida, just outside of Orlando.

The purpose of the meeting is to give leading alternative investment product sponsors, including those offering nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings, a platform to demonstrate their investment strategy and expertise for the products they offer and answer questions posed by the industry’s leading Broker Dealers.

Save The Date! More information about registration will be made available online and sent via email later this year.

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The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.

Derek Hayes Analyst, Cambridge Investment Research Broker Dealer Educational Summit 2016 May 30, 2016