#United States #New York #Bluerock Value Exchange #1031 Exchange #DST programs

Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors

In a significant financial move, Bluerock Value Exchange (BVEX), recognized as a leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, has announced special cash distributions exceeding $1.5 million to its investors. This announcement, made on March 31, 2025, signifies a considerable enhancement to the returns for stakeholders involved in several actively managed DST and 1031 exchange programs.

The special distributions, made on March 28, 2025, were issued as Supplemental Rent and stemmed from audited excess cash flow generated beyond the annual distribution rates associated with the underlying assets within the DST framework. This initiative represents a reward to investors as it enhances the annual return on investment for around 70% of Valuerock's actively managed DST portfolio for the year 2024.

As of year-end 2024, Bluerock reported an impressive average occupancy rate of 95% across all its managed DST programs, which feature a diverse array of residential and industrial holdings. This robust occupancy metric underscores the effectiveness of Bluerock's management strategies and asset selection.

Josh Hoffman, President of BVEX, expressed satisfaction with the operational results of their DST portfolio over the past year. He remarked, "We are tremendously pleased with the operating results of our DST portfolio in 2024 and the ability to make multiple special annual cash distributions to our investors in these programs in excess of the monthly stated distribution rates." Hoffman further emphasized the alignment of interests between Bluerock and its property management teams, aiming to maximize real estate performance and generate uncapped additional cash flow from their properties.

The primary goal of BVEX’s DST programs is to deliver stable monthly cash flow to 1031 tax-deferred exchange investors. This structure is favorable as it allows for potential partial tax deferral due to depreciation, alongside prospects for capital appreciation during the holding period and various reinvestment options. These options can include a 721 exchange (UPREIT) or subsequent cash-out/1031 exchange alternatives upon a successful sale of properties.

About Bluerock Value Exchange

Bluerock Value Exchange has been a pivotal player in structured syndicated 1031-exchange offerings for over two decades, with a clear ambition to provide investors with Premier Exchange Properties™ aimed at ensuring stable cash flows and fostering value creation. To date, Bluerock has facilitated 1031 exchanges valued over $2.8 billion, managing approximately 14 million square feet of property across the U.S.

Overview of Bluerock

Situated in Manhattan, Bluerock operates as a prominent institutional alternative asset manager, overseeing an impressive portfolio valued at over $19 billion. With regional offices spread across the United States, Bluerock's leadership possesses a collective investment experience exceeding 100 years, complemented by a background of managing over $120 billion in real estate and capital market ventures.

Bluerock continues to remain committed to delivering high-quality investment opportunities and financial returns to its investors while retaining a solid emphasis on growth and strategic asset management.