Bluerock Marks Two Decades of Innovation in 1031 Exchange Programs

Celebrating 20 Years of Leadership in 1031 Exchange Programs

Bluerock, along with its affiliate Bluerock Value Exchange (BVEX), proudly commemorates a remarkable milestone — 20 years of sponsoring leading 1031 exchange investment programs. Since its inception, Bluerock has positioned itself at the forefront of the real estate investment market, paving the way for individual investors.

From the outset, Bluerock has been committed to innovating the 1031 exchange landscape. The company entered the market when traditional investment structures were inefficient, introducing the Delaware Statutory Trust (DST) framework, which has since become a standard in the industry. This structure streamlines the investment process, allowing for lower minimum investments, non-recourse debt financing, and flexibility in managing investments.

Over the past two decades, Bluerock has successfully sponsored 49 individual 1031 exchange investment programs, culminating in a staggering $2.8 billion in assets across more than 14 million square feet of commercial and residential real estate. Such impressive figures underscore the trust that investors place in Bluerock’s capabilities.

BVEX’s performance is a testament to its effective investment strategies. The company reports consistent top-decile total returns for its DST programs, with over $675 million returned to investors from its 19 full-cycle DST programs, achieving an impressive net annualized return of 13.8%. This track record highlights the potential of 1031 exchange investments in helping individuals build wealth over time.

The commitment to making these investment opportunities accessible is a cornerstone of Bluerock’s philosophy. The company offers diverse platforms with low investment thresholds, allowing individual investors to engage in passive ownership or seek tax-efficient income returns. This offers a unique opportunity for investors to not only receive monthly income but also enjoy the prospect of capital appreciation.

Ramin Kamfar, the Founder and CEO of Bluerock, expressed his pride in the company's journey, stating, "Since our inception, Bluerock has been dedicated to providing industry-leading investment solutions to individual investors. We believe our 1031 exchange investment programs are among the most impactful tools available to help investors grow generational wealth and diversify their investment portfolios."

Josh Hoffman, the President of BVEX, remarked on the importance of their unique market approach: "Our platform and 20-year track record set us apart from others in the 1031 exchange marketplace. With our in-depth market research, we effectively guide our investors’ capital towards high-return sectors, ensuring best-in-class performance over various economic cycles."

As Bluerock continues fostering innovation in the 1031 exchange sector, its focus remains on providing stable cash flows and value creation to its clients through Premier Exchange Properties™. With the backing of solid expertise and more than $19 billion in assets under management, Bluerock is poised for a bright future in real estate investment solutions.

For those looking to explore these investment opportunities, more details can be found at bluerockexchange.com. The company anticipates that its ongoing dedication to excellence and investor-centric strategies will lead to even greater successes in the coming years.

This celebration of two decades in the industry represents not only achievement but also a promise of continued growth and innovation for Bluerock and its investors. It is a compelling yet reassuring reminder of how far one can go within the investment community, particularly in navigating avenues such as the 1031 exchange.