Bluerock BR Diversified Industrial Portfolio 7 DST
Investment Details
Investment Sponsor: Bluerock
Location: Alabama, Florida, Missouri, Virginia
Current Yield: 4.97%
721 Exchange: Optional
Property Type: Industrial
In-Place Loan: 0% LTV
Distribution Frequency: Monthly
Estimated Hold Period: 5-7 Years
Investment Description
BR Diversified Industrial Portfolio 7, DST (the “Trust”) represents an attractive investment opportunity in a diversified portfolio of industrial properties and tenants. The portfolio features five mission-critical and strategic locations for the investment-grade and credit-rated, publicly traded and privately held, global and large national and regional tenants. The portfolio is positioned for significant value creation as a result of the high projected demand for industrial properties in desirable locations within high growth markets and positioned along major transportation arterials and with rents substantially below (25% on average) current submarket rates. The Properties are located in some of the strongest industrial corridors and in Sunbelt locations with projected cumulative rent growth of approximately 13% through 2029. The Trust aims to provide investors with stable monthly cash flow and the potential for capital appreciation.
Investment Highlights
Strategic assembly of four high-quality, diverse industrial tenants and five properties featuring an attractive combination of investment-grade and credit-rated, publicly traded and privately held, global and large national tenants with in-place triple net leases.
Portfolio purchased for more than $1,350,000 below appraised value.
Geographically diverse industrial property portfolio in high-demand Sunbelt and industrial corridor regions with access to exceptional distribution routes and connectivity to major population centers.
Potential for future investment appreciation with contractual annual lease rate escalations, rents substantially below (25% on average) current submarket rates, and projected cumulative market rent growth of 13% through 2029.
Portfolio has in place, long-term absolute and triple-net leases with a weighted average lease term of nearly 12 years, providing for durable cash flows during the hold period.
Unique competitive advantage with Corporate Property and Quality Property possessing highly coveted industrial outdoor storage, providing an anticipated scarcity demand premium.
Investment Documents
Investment Sponsor
Bluerock 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.
Sponsor Historical Performance
130 Realized 1031 DST Investments
1.67x Equity Multiple
20.78% Average Annual Return
3.8 Year Average Holding Period
95.4% Investment Success Rate