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.

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Performance

Bluerock Total Income+ Real Estate Fund Class A had a total three-year return as of November 6, 2023, of 7.14% and an annualized return through September 30, 2023, of 7.40% since inception for Class A shares. Bluerock Fund Advisor and the Bluerock Total Income+ Real Estate Fund, the largest real estate sector interval fund, announced on October 19, 2023, it has won the Money Management Institute (MMI) / Barron’s Asset Manager of the Year (AUM <$25B) Award for 2023.

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Operational

The Bluerock TI+ Fund’s net assets under management are approximately $6.0 billion as of September 30, 2023, making it the largest real estate focused 1940 Act interval fund in the industry. TI+ currently maintains positions in 34 private equity and 4 private debt real estate investments, with underlying assets valued at approximately $382 billion and exposure to more than 7,100 properties.

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Capital Raise

Bluerock Capital Markets, LLC, a distributor of institutional alternative investment products and the dedicated dealer manager for Bluerock, announced on January 17, 2023, a new annual record capital raise of over $4 billion in 2022, resulting in the top spot for new equity capital exclusively in the RIA/independent broker-dealer channel, the highest inflows of all real estate interval funds and more than 4% of all new equity raised in the entire Direct Investment Industry for 3rd highest overall (all rankings as of November 2022, most recent data available).

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

Links

Bluerock website