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DST Sponsor Spotlight

Bluerock Value Exchange

Sponsor Overview

Bluerock Value Exchange specializes in acquiring, managing, and offering DST investment opportunities in core real estate sectors. These include high-demand multifamily properties, office spaces in thriving business districts, and retail centers with robust tenant demand. With a focus on markets exhibiting strong economic and population growth, BVEX aims to provide investors with access to stable and potentially lucrative real estate opportunities.

Headquarters

Bluerock Value Exchange, 1345 Avenue of the Americas, New York, NY 10105

Chairman, and CEO

R. Ramin Kamfar
With over 25 years of experience in finance, investments, and operations, Ramin Kamfar has spearheaded Bluerock’s growth into one of the nation’s most respected real estate investment sponsors. His leadership and strategic vision have driven the company’s innovation and success in creating value for investors through diversified, high-quality real estate investments.
Founded
Assets Under Management
Million Square Feet
2002
$18+ Billion
13.5
Founded
2002
Assets Under Management
$18+ Billion
Million Square Feet
13.5

Investment Strategy

High-Quality Assets

Bluerock focuses on acquiring Class A properties in prime locations, ensuring long-term value and tenant demand.

Strategic Diversification

The firm offers investments across multifamily, office, retail, and industrial sectors to minimize risk and enhance portfolio stability.

Tailored Solutions

Bluerock designs investment opportunities tailored to meet the needs of 1031 exchange investors and income-focused clients.

Expert Management

Partnerships with experienced property managers ensure professional oversight and operations for each asset.

Primary Property Sectors

Multifamily

Bluerock specializes in acquiring and managing Class A multifamily housing in growing urban areas.

Industrial

Facilities strategically positioned in key logistics corridors.

Retail

Vibrant shopping destinations with strong, anchor tenants.

Recently Closed Offerings

Industrial

Bluerock Diversified Industrial Portfolio V

  • Property Status: Open Offering
  • Property Type: Industrial
  • State: Multiple States
  • City: Multiple cities
  • Properties: 2
  • Equity Offering: $36,717,523
Industrial

Bluerock Diversified Industrial Portfolio II DST

  • Property Status: Closed Offering
  • Property Type: Industrial
  • State: North Carolina
  • City: Charlotte & Fayetteville
  • Properties: 3
  • Equity Offering: $54,910,038
Multi-Family

Bluerock Flats 170 DST

  • Property Status: Closed Offering
  • Property Type: Multi-Family
  • State: Maryland
  • City: Odenton
  • Equity Offering: $76,050,129
View More

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in the DST Marketplace

Sign up for the DST Marketplace to access our directory of open DST offerings, compare properties side-by-side, and find highly-vetted DST properties available for purchase.

Property Profiles Include:

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  • Assets Under Management (AUM) denotes the aggregate value of all assets managed by the organization, encompassing Delaware Statutory Trusts (DSTs) as well as other investment vehicles.
  • All AUM statistics are as of June 30, 2024. Past performance of the Sponsor does not guarantee future results. Aggregation and liquidity objectives, timing, and results are not guaranteed.
  • High-grade institutional property refers to property that attracts large, sophisticated investors due to the size and quality of the property, e.g., pension funds, life insurance companies, real estate investment trusts (“REITs”), university endowments, sovereign wealth funds, etc.

Are Bluerock Value Exchange properties
suitable for your 1031 Exchange?

Speak with an Advisor
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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-755-8595 or email info@re-transition.com.

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