Bluerock Marks Two Decades of Excellence in 1031 Exchange Programs
Bluerock Celebrates Two Decades of Success
Bluerock and its affiliate, Bluerock Value Exchange (the 'Company' or 'BVEX'), proudly commemorate their 20-year milestone of sponsoring transformative 1031 exchange and Delaware Statutory Trust (DST) investment programs aimed at individual investors. This anniversary highlights Bluerock's significant contributions to the securitization of 1031 exchanges, marking them as pioneers in offering the widely respected DST investment framework within the wealth management landscape.
Impressive Assets and Investment Opportunities
Over the last two decades, Bluerock has successfully sponsored 49 different 1031 exchange investment programs, generating an extraordinary $2.8 billion in assets. These initiatives encompass over 14 million square feet of diverse commercial and residential real estate.
Bluerock Value Exchange has repeatedly showcased strong investment performance, achieving top-decile total returns across numerous DST programs. They have fully completed 19 DST programs that collectively returned over $675 million to investors, demonstrating an impressive 13.8% annualized return.
Accessible Investment Platforms for All
The Company introduces a broad range of 1031 exchange and DST investment opportunities with low minimum investment thresholds, tailored for individual investors desiring passive ownership. The platform offers monthly income returns that are tax-efficient, along with the potential for capital appreciation. Through BVEX, investors have access to high-quality commercial and residential real estate investments located in flourishing sunbelt markets. Options include programs with non-recourse mortgages for debt replacement and those that are leverage-free, along with choices for 721 exchanges (UPREIT) at the conclusion of each DST's lifecycle.
Innovative Approach to 1031 Exchanges
Bluerock has been at the forefront of 1031 exchange solutions, playing a pivotal role in enhancing the accessibility of these investments for individuals via the investor-friendly DST structure since the early days of 1031 exchanges. The DST model has become the gold standard, offering various advantages, including lower investment minimums, non-recourse debt financing, and simplified management without the need for unanimous consent among members. 'Our goal has always been to provide top-notch investment solutions for individuals seeking predictable income, capital growth, and beneficial tax implications. We see our 1031 exchange investment programs as essential tools for generating generational wealth and achieving a well-rounded investment portfolio,' shared Ramin Kamfar, Founder and CEO of Bluerock.
Market Leadership and Strategic Insights
Josh Hoffman, President of BVEX, noted, 'What truly distinguishes us in the 1031 exchange market is our platform and two-decade track record. Through meticulous market research, we have directed our investors' capital to sectors yielding the highest risk-adjusted returns, aiming to provide exceptional performance across varied economic and real estate conditions.'
About Bluerock Value Exchange
Bluerock Value Exchange is recognized as a national sponsor of syndications for 1031 exchanges, focusing on Premier Exchange Properties™ intended to deliver stability in cash flow and potential for value enhancement. By structuring 1031 exchanges totaling over $2.8 billion in property value, Bluerock continues to play a critical role in shaping the investment landscape.
About Bluerock
Bluerock is a prominent institutional alternative asset manager overseeing more than $19 billion in managed and acquired assets. Established in Manhattan with regional offices across the country, Bluerock's leadership team comprises seasoned professionals with over a century of cumulative investing experience, amounting to more than $120 billion in real estate and capital markets proficiency. This extensive experience has been pivotal in launching influential private and public company initiatives.
Frequently Asked Questions
What is the significance of Bluerock's 20-year milestone?
Bluerock's 20-year celebration highlights its pioneering role in the 1031 exchange and DST investment sectors, marking a history of innovative investment solutions.
What assets has Bluerock managed in the last two decades?
Bluerock has sponsored 49 investment programs totaling $2.8 billion in assets and representing over 14 million square feet of real estate.
What types of investment opportunities does Bluerock offer?
Bluerock provides diverse 1031 exchange and DST investment options with low minimum investments tailored for individual investors.
What advantages does the DST structure provide?
The DST structure offers several benefits, including lower investment minimums, non-recourse debt options, and simplified investment management.
How does Bluerock differentiate itself in the market?
Bluerock utilizes in-depth market research to guide investments into high-performing sectors, which sets it apart as a leader in the 1031 exchange market.
About The Author
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