Bluerock
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 $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.
Performance
Since inception on April 1, 2014, and through June 30, 2023, Class I shares for Bluerock Total Income+ Real Estate Fund have achieved an annualized return of 7.60%.
Operational
As of March 31, 2023, Bluerock Total Income+ had investments in underlying securities that collectively include a gross asset value of $389 billion and include over 6,800 properties with an occupancy rate of 93%.
Capital Raise
As of March 31, 2023, Bluerock Total Income+ Real Estate Fund had raised approximately $8.94 billion in gross offering proceeds since inception, the most among all interval funds that invest primarily in real estate assets.
Management Team
R. Ramin Kamfar
Founder and Chief Executive Officer
James G. Babb, III
Chief Strategy Officer
Jordan B. Ruddy
Chief Operating Officer
Simon Adamiyatt
Executive Director, Chief Financial Officer
Jason Emala
Chief Legal Officer
Ryan S. MacDonald
Chief Investments Officer
Adam Lotterman
Co-Chief Investment Officer and Senior Portfolio Manager (Bluerock Total Income+ Real Estate Fund)
Joshua M. Hoffman
President (Bluerock Value Exchange)
Chris Vohs
Chief Financial Officer (Bluerock Homes Trust)
Michael DiFranco
Executive Vice President, Property Operations (Bluerock Homes Trust)
Jeffrey S. Schwaber
Chief Executive Officer (Bluerock Capital Markets)
Paul Dunn
Executive Vice President (Bluerock Capital Markets)
Contact Information
Bluerock Real Estate
Corporate Office
1345 Avenue of the Americas, 32nd Floor
New York, NY 10105
Phone Number
212-843-1601
Sponsored Offerings
INTERVAL FUNDS
Bluerock Total Income+ Real Estate Fund
Bluerock High Income Institutional Credit Fund
NONTRADED REITS
Bluerock Industrial Growth REIT, Inc.
PRIVATE OFFERINGS
Information about Private Offerings is available in the Blue Vault Database (for financial professionals only).
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