1031 DST Sponsor Spotlight: Bluerock
Bluerock is a national sponsor of syndicated 1031-exchange offerings for over 18+ years with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 exchanges on over $1.8 billion in total property value and over 10 million square feet of property.
Focus Areas
High-Quality Properties: 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.
Performance
AVERAGE NET ANNUAL RETURN (ARR)
22.20%
AVERAGE NET EQUITY MULTIPLE
1.81x
AVERAGE HOLDING PERIOD
3.83 Years
POSITIVE PERFORMANCE
103:6 (94.4%)
Track Record
| Offering | Opened | Closed | Annual Return* |
|---|---|---|---|
| The Ashford | 11/2009 | 09/2011 | 30.4% |
| Lynd Portfolio Subtotal | — | — | 17.5% |
| Tech Ridge | 02/2010 | 08/2012 | 28.2% |
| Note 16 | 03/2012 | 06/2013 | 44.5% |
| Hillsboro | 09/2010 | 09/2013 | 25.1% |
| Meadowmont | 04/2010 | 09/2013 | 24.5% |
| The Stratford (Cary, NC) | 06/2012 | 12/2013 | 22.9% |
| Arbor Terrace^ | 05/2011 | 03/2014 | 7.8% |
| Creekside Village | 03/2010 | 03/2014 | 14.8% |
| Estates at Perimeter | 09/2010 | 11/2014 | 2.5% |
| Grove at Waterford | 04/2012 | 11/2014 | 35.0% |
| 23Hundred Berry Hill | 10/2012 | 01/2015 | 43.7% |
| Villas at Oak Crest | 04/2012 | 09/2015 | 14.0% |
| North Park Towers^ | 12/2005 | 10/2015 | -11.6% |
| Artisan on 18th | 06/2013 | 10/2015 | 35.2% |
| Indian Springs | 09/2011 | 10/2015 | -0.5% |
| Springhouse | 12/2009 | 08/2016 | 13.6% |
| Mesa Ridge (San Antonio, TX) | 03/2011 | 11/2016 | 9.6% |
| EOS | 07/2014 | 12/2016 | 26.6% |
| Village Green | 09/2012 | 02/2017 | 8.0% |
| Lansbrook | 03/2014 | 04/2017 | 16.4% |
| Fox Hill | 04/2015 | 04/2017 | 19.2% |
| MDA City | 12/2012 | 06/2017 | 19.9% |
| CoHo House | 07/2014 | 11/2017 | -3.1% |
| Chace Lake Villas | 06/2012 | 12/2017 | 8.1% |
| Alamance Reserve^ | 01/2014 | 03/2018 | 6.9% |
| Stonebrook^ | 09/2011 | 04/2019 | 22.7% |
| Four Corners^ | 02/2016 | 07/2019 | 22.4% |
| Plaza Gardens^ | 08/2008 | 07/2019 | 4.2% |
| Sorrel Phillips Creek | 10/2015 | 07/2019 | 10.3% |
| Preston View | 02/2017 | 07/2019 | 6.8% |
| Leigh House | 12/2015 | 07/2019 | 8.7% |
| Arium Palms Gateway | 08/2015 | 08/2019 | 13.7% |
| Valley Townhomes^ | 07/2008 | 09/2019 | 9.4% |
| Marquis Portfolio | 06/2017 | 09/2019 | 12.6% |
| Ansley Village | 05/2014 | 10/2019 | 8.4% |
| Helios | 05/2015 | 01/2020 | 6.4% |
| Whetstone Apartments | 05/2015 | 01/2020 | 7.4% |
| Ashton Reserve | 08/2015 | 04/2020 | 13.8% |
| Enders Place | 10/2012 | 05/2020 | 19.4% |
| CADE Boca Raton | 09/2016 | 10/2020 | 1.0% |
| Novel Perimeter | 12/2016 | 12/2020 | 10.0% |
| Arlo | 01/2016 | 12/2020 | 6.0% |
| Riverside Apartments (Austin) | 12/2018 | 12/2020 | 13.1% |
| Arium Grandewood | 12/2014 | 01/2021 | 24.4% |
| Big Creek | 12/2016 | 02/2021 | 11.1% |
| James on South First | 11/16 | 02/2021 | 17.4% |
| Alexan Southside Place | 01/2015 | 03/2021 | -16.8% |
| The Conley | 10/2018 | 03/2021 | 13.0% |
| Plantation Park | 06/2018 | 06/2021 | -19.4% |
| The Reserve at Palmer Ranch | 01/2016 | 06/2021 | 22.2% |
| Vicker's Historic Roswell | 12/2016 | 06/2021 | 8.50% |
| Park and Kingston | 12/2015 | 07/2021 | 17.55% |
| The District at Scottsdale | 12/2019 | 07/2021 | 25.16% |
| Mira Vista | 12/2019 | 09/2021 | 10.41% |
| Beach House | 04/2016 | 10/2021 | 11.50% |
| Riverside (Jacksonville) | 06/2016 | 12/2021 | 11.00% |
| Belmont Crossing | 12/2019 | 12/2021 | 11.39% |
| Sierra Terrace | 12/2019 | 12/2021 | 11.39% |
| Sierra Village | 12/2019 | 12/2021 | 11.39% |
| Thornton Flats | 09/2019 | 12/2021 | 9.31% |
| Alexan City Centre | 07/2014 | 01/2022 | -6.47% |
| Reunion Apartments | 09/2020 | 02/2022 | 19.19% |
| The Hartley at Blue Hill | 01/2019 | 02/2022 | 11.5% |
| Motif | 12/2015 | 03/2022 | 8.27% |
| Georgetown Crossing | 01/2020 | 03/2022 | 11.38% |
| Domain at the One Forty | 12/2015 | 05/2022 | 12.89% |
| Park on the Square | 01/2020 | 04/2022 | 11.38% |
| The Commons on Anniston | 04/2020 | 06/2022 | 11.37% |
| Zoey | 03/2020 | 08/2022 | 10.27% |
| Weatherford BFR 185 | 02/2022 | 07/2022 | 12.81% |
| Axis West^ | 05/2018 | 10/2022 | 9.80% |
| Clearwater^ | 09/2015 | 08/2022 | 14.70% |
| Grand at Westside^ | 02/2018 | 08/2022 | 15.20% |
| Grand Dominion^ | 09/2017 | 08/2022 | 11.60% |
| Sonoma Pointe | 08/2017 | 08/2022 | 20.30% |
| Gulfshore Apartment Homes | 01/2016 | 10/2022 | 27.51% |
| The Preserve at Henderson Beach | 03/2016 | 10/2022 | 34.76% |
| Arium Westside | 07/2016 | 10/2022 | 19.62% |
| Arium Glenridge | 10/2016 | 10/2022 | 22.35% |
| Roswell City Walk | 12/2016 | 10/2022 | 24.91% |
| Pine Lakes Preserve | 12/2016 | 10/2022 | 41.71% |
| The Brodie | 12/2016 | 10/2022 | 24.90% |
| Wesley Village | 03/2017 | 10/2022 | 27.73% |
| Villages at Cypress Creek | 09/2017 | 10/2022 | 24.64% |
| Citrus Tower | 09/2017 | 10/2022 | 31.31% |
| Outlook at Greystone | 10/2017 | 10/2022 | 21.97% |
| Arium Metrowest | 10/2017 | 10/2022 | 28.18% |
| Arium Hunters Creek | 10/2017 | 10/2022 | 32.36% |
| The Mills | 11/2017 | 10/2022 | 29.67% |
| The Links at Plum Creek | 03/2018 | 10/2022 | 25.23% |
| Sands Parc | 05/2018 | 10/2022 | 16.16% |
| Veranda at Centerfield | 07/2018 | 10/2022 | 23.13% |
| Ashford Belmar | 11/2018 | 10/2022 | 29.44% |
| Providence Trail | 06/2019 | 10/2022 | 41.87% |
| Element | 06/2019 | 10/2022 | 48.93% |
| The Sanctuary | 07/2019 | 10/2022 | 44.41% |
| Denim | 07/2019 | 10/2022 | 52.78% |
| Chattahoochee Ridge | 11/2019 | 10/2022 | 33.06% |
| Avenue 25 | 01/2020 | 10/2022 | 51.93% |
| Falls at Forsyth | 01/2020 | 10/2022 | 29.68% |
| Chevy Chase | 07/2020 | 10/2022 | 52.40% |
| Elan Apartments | 12/2020 | 10/2022 | 76.75% |
| Carrington Park Apartments | 12/2020 | 10/2022 | 69.61% |
| Cielo on Gilbert | 12/2020 | 10/2022 | 140.23% |
| Windsor Falls | 04/2021 | 10/2022 | 64.59% |
| Hunter's Pointe | 12/2020 | 10/2022 | 11.41% |
| Water's Edge | 12/2020 | 10/2022 | 11.38% |
| Encore Chandler Development | 12/2020 | 10/2022 | 55.24% |
| The Riley | 03/2021 | 10/2022 | 11.89% |
| The Reserve at Palmer Ranch (Exit) | 06/2021 | 10/2022 | 12.26% |
| Deerwood Apartments | 06/2021 | 10/2022 | 11.77% |
| Deercross Apartments | 06/2021 | 10/2022 | 11.31% |
| Wilkinson Crossings at Dawsonville | 07/2021 | 10/2022 | 11.33% |
| Renew 3030 | 08/2021 | 10/2022 | 10.91% |
| Wilkinson Spring Parc | 07/2021 | 10/2022 | 11.33% |
| Orange City Apartments | 08/2021 | 10/2022 | 98.76% |
| Lower Broadway | 08/2021 | 10/2022 | 98.50% |
| Avondale Hills | 09/2020 | 10/2022 | 12.08% |
| The DeSota^ | 04/2019 | 03/2023 | 13.10% |
| Glenwood^ | 12/2017 | 07/2023 | 6.90% |
| The Cottages at Warner Robins | 12/2021 | 12/2022 | 12.50% |
| Quinn35 | 06/2019 | 09/2024 | 9.70% |
| Navigator Villas | 12/2019 | 08/2024 | 14.81% |
| Willow Park | 06/2021 | 12/2021 | 18.1% |
| The Woods at Forrest Hill | 12/2021 | 12/2024 | 14.4% |
| Peak Housing OP | 04/2021 | 12/2024 | 9.5% |
| Westerly | 11/2019 | 05/2025 | 7.2% |
| Cottages at Myrtle Beach | 07/2021 | 06/2025 | 14.8% |
| Jefferson Place | 08/2018 | 08/2025 | 8.4% |
| Cottages at Port St. Lucie | 08/2021 | 08/2025 | 14.8% |
| TOTALS | 22.2% | ||
