Bluerock

Sponsor Overview

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 Investment Performance

1.67x Average Multiple on Investment Capital (MOIC)

20.78% Average Annual Return

3.8 Year Average Holding Period

Sponsor Complete Performance Track Record

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Offering	Sponsor	Hold Period	Annual Return	Equity Multiple
23Hundred Berry Hill	Bluerock	2.3 yrs	43.70%	1.98x
Alamance Reserve^	Bluerock	4.2 yrs	6.90%	1.29x
Alexan City Centre	Bluerock	7.5 yrs	-6.47%	0.51x
Alexan Southside Place	Bluerock	6.2 yrs	-16.80%	0.00x
Ansley Village	Bluerock	5.4 yrs	8.40%	1.46x
Arbor Terrace^	Bluerock	2.8 yrs	7.80%	1.22x
Arium Glenridge	Bluerock	6.0 yrs	22.35%	2.34x
Arium Grandewood	Bluerock	6.1 yrs	24.40%	2.48x
Arium Hunters Creek	Bluerock	5.0 yrs	32.36%	2.62x
Arium Metrowest	Bluerock	5.0 yrs	28.18%	2.41x
Arium Palms Gateway	Bluerock	4.0 yrs	13.70%	1.55x
Arium Westside	Bluerock	6.3 yrs	19.62%	2.23x
Arlo	Bluerock	4.9 yrs	6.00%	1.29x
Artisan on 18th	Bluerock	2.3 yrs	35.20%	1.82x
Ashford Belmar	Bluerock	3.9 yrs	29.44%	2.15x
Ashton Reserve	Bluerock	4.7 yrs	13.80%	1.64x
Avenue 25	Bluerock	2.7 yrs	51.93%	2.43x
Avondale Hills	Bluerock	2.1 yrs	12.08%	1.25x
Axis West^	Bluerock	4.4 yrs	9.80%	1.43x
Beach House	Bluerock	5.5 yrs	11.50%	1.63x
Belmont Crossing	Bluerock	2.0 yrs	11.39%	1.23x
Big Creek	Bluerock	4.2 yrs	11.10%	1.46x
CADE Boca Raton	Bluerock	4.1 yrs	1.00%	1.04x
Carrington Park Apartments	Bluerock	1.8 yrs	69.61%	2.28x
Chace Lake Villas	Bluerock	5.5 yrs	8.10%	1.45x
Chattahoochee Ridge	Bluerock	2.9 yrs	33.06%	1.97x
Chevy Chase	Bluerock	2.3 yrs	52.40%	2.18x
Cielo on Gilbert	Bluerock	1.8 yrs	140.23%	3.57x
Citrus Tower	Bluerock	5.1 yrs	31.31%	2.59x
Clearwater^	Bluerock	6.9 yrs	14.70%	2.02x
CoHo House	Bluerock	3.3 yrs	-3.10%	0.90x
Cottages at Myrtle Beach	Bluerock	3.9 yrs	14.80%	1.58x
Cottages at Port St. Lucie	Bluerock	4.0 yrs	14.80%	1.59x
Creekside Village	Bluerock	4.0 yrs	14.80%	1.59x
Deercross Apartments	Bluerock	1.3 yrs	11.31%	1.15x
Deerwood Apartments	Bluerock	1.3 yrs	11.77%	1.16x
Denim	Bluerock	3.3 yrs	52.78%	2.71x
Domain at the One Forty	Bluerock	6.4 yrs	12.89%	1.83x
Elan Apartments	Bluerock	1.8 yrs	76.75%	2.41x
Element	Bluerock	3.3 yrs	48.93%	2.63x
Encore Chandler Development	Bluerock	1.8 yrs	55.24%	2.01x
Enders Place	Bluerock	7.6 yrs	19.40%	2.47x
EOS	Bluerock	2.4 yrs	26.60%	1.64x
Estates at Perimeter	Bluerock	4.2 yrs	2.50%	1.10x
Falls at Forsyth	Bluerock	2.7 yrs	29.68%	1.82x
Four Corners^	Bluerock	3.4 yrs	22.40%	1.77x
Fox Hill	Bluerock	2.0 yrs	19.20%	1.38x
Georgetown Crossing	Bluerock	2.2 yrs	11.38%	1.25x
Glenwood^	Bluerock	5.6 yrs	6.90%	1.39x
Grand at Westside^	Bluerock	4.5 yrs	15.20%	1.68x
Grand Dominion^	Bluerock	4.9 yrs	11.60%	1.57x
Grove at Waterford	Bluerock	2.6 yrs	35.00%	1.90x
Gulfshore Apartment Homes	Bluerock	6.7 yrs	27.51%	2.86x
Helios	Bluerock	4.7 yrs	6.40%	1.30x
Hillsboro	Bluerock	3.0 yrs	25.10%	1.75x
Hunter's Pointe	Bluerock	1.8 yrs	11.41%	1.21x
Indian Springs	Bluerock	4.1 yrs	-0.50%	0.98x
James on South First	Bluerock	4.3 yrs	17.40%	1.74x
Jefferson Place	Bluerock	7.0 yrs	8.40%	1.59x
Lansbrook	Bluerock	3.1 yrs	16.40%	1.50x
Leigh House	Bluerock	3.6 yrs	8.70%	1.31x
Lower Broadway	Bluerock	1.2 yrs	98.50%	2.15x
Lynd Portfolio Subtotal	Bluerock	0.0 yrs	17.50%	1.00x
Marquis Portfolio	Bluerock	2.3 yrs	12.60%	1.28x
MDA City	Bluerock	4.5 yrs	19.90%	1.89x
Meadowmont	Bluerock	3.4 yrs	24.50%	1.84x
Mesa Ridge (San Antonio, TX)	Bluerock	5.7 yrs	9.60%	1.54x
Mira Vista	Bluerock	1.8 yrs	10.41%	1.18x
Motif	Bluerock	6.2 yrs	8.27%	1.52x
Navigator Villas	Bluerock	4.7 yrs	14.81%	1.69x
North Park Towers^	Bluerock	9.8 yrs	-11.60%	0.00x
Note 16	Bluerock	1.3 yrs	44.50%	1.56x
Novel Perimeter	Bluerock	4.0 yrs	10.00%	1.40x
Orange City Apartments	Bluerock	1.2 yrs	98.76%	2.15x
Outlook at Greystone	Bluerock	5.0 yrs	21.97%	2.10x
Park and Kingston	Bluerock	5.6 yrs	17.55%	1.98x
Park on the Square	Bluerock	2.2 yrs	11.38%	1.26x
Peak Housing OP	Bluerock	3.7 yrs	9.50%	1.35x
Pine Lakes Preserve	Bluerock	5.8 yrs	41.71%	3.43x
Plantation Park	Bluerock	3.0 yrs	-19.40%	0.42x
Plaza Gardens^	Bluerock	10.9 yrs	4.20%	1.46x
Preston View	Bluerock	2.4 yrs	6.80%	1.16x
Providence Trail	Bluerock	3.3 yrs	41.87%	2.39x
Quinn35	Bluerock	5.3 yrs	9.70%	1.51x
Renew 3030	Bluerock	1.2 yrs	10.91%	1.13x
Reunion Apartments	Bluerock	1.4 yrs	19.19%	1.27x
Riverside (Jacksonville)	Bluerock	5.5 yrs	11.00%	1.61x
Riverside Apartments (Austin)	Bluerock	2.0 yrs	13.10%	1.26x
Roswell City Walk	Bluerock	5.8 yrs	24.91%	2.45x
Sands Parc	Bluerock	4.4 yrs	16.16%	1.71x
Sierra Terrace	Bluerock	2.0 yrs	11.39%	1.23x
Sierra Village	Bluerock	2.0 yrs	11.39%	1.23x
Sonoma Pointe	Bluerock	5.0 yrs	20.30%	2.02x
Sorrel Phillips Creek	Bluerock	3.7 yrs	10.30%	1.39x
Springhouse	Bluerock	6.7 yrs	13.60%	1.91x
Stonebrook^	Bluerock	7.6 yrs	22.70%	2.72x
Tech Ridge	Bluerock	2.5 yrs	28.20%	1.71x
The Ashford	Bluerock	1.8 yrs	30.40%	1.56x
The Brodie	Bluerock	5.8 yrs	24.90%	2.45x
The Commons on Anniston	Bluerock	2.2 yrs	11.37%	1.25x
The Conley	Bluerock	2.4 yrs	13.00%	1.31x
The DeSota^	Bluerock	3.9 yrs	13.10%	1.51x
The District at Scottsdale	Bluerock	1.6 yrs	25.16%	1.40x
The Hartley at Blue Hill	Bluerock	3.1 yrs	11.50%	1.35x
The Links at Plum Creek	Bluerock	4.6 yrs	25.23%	2.16x
The Mills	Bluerock	4.9 yrs	29.67%	2.46x
The Preserve at Henderson Beach	Bluerock	6.6 yrs	34.76%	3.29x
The Reserve at Palmer Ranch	Bluerock	5.4 yrs	22.20%	2.20x
The Reserve at Palmer Ranch (Exit)	Bluerock	1.3 yrs	12.26%	1.16x
The Riley	Bluerock	1.6 yrs	11.89%	1.19x
The Sanctuary	Bluerock	3.3 yrs	44.41%	2.44x
The Stratford (Cary, NC)	Bluerock	1.5 yrs	22.90%	1.34x
The Woods at Forrest Hill	Bluerock	3.0 yrs	14.40%	1.43x
Thornton Flats	Bluerock	2.3 yrs	9.31%	1.21x
Valley Townhomes^	Bluerock	11.2 yrs	9.40%	2.05x
Veranda at Centerfield	Bluerock	4.3 yrs	23.13%	1.98x
Vicker's Historic Roswell	Bluerock	4.5 yrs	8.50%	1.38x
Village Green	Bluerock	4.4 yrs	8.00%	1.35x
Villages at Cypress Creek	Bluerock	5.1 yrs	24.64%	2.25x
Villas at Oak Crest	Bluerock	3.4 yrs	14.00%	1.48x
Water's Edge	Bluerock	1.8 yrs	11.38%	1.21x
Weatherford BFR 185	Bluerock	0.4 yrs	12.81%	1.05x
Wesley Village	Bluerock	5.6 yrs	27.73%	2.55x
Westerly	Bluerock	5.5 yrs	7.20%	1.40x
Whetstone Apartments	Bluerock	4.7 yrs	7.40%	1.35x
Wilkinson Crossings at Dawsonville	Bluerock	1.3 yrs	11.33%	1.14x
Wilkinson Spring Parc	Bluerock	1.3 yrs	11.33%	1.14x
Willow Park	Bluerock	0.5 yrs	18.10%	1.09x
Windsor Falls	Bluerock	1.5 yrs	64.59%	1.97x
Zoey	Bluerock	2.4 yrs	10.27%	1.25x

Portfolio Average (130 fully realized offerings)

3.8 yrs

20.78%

1.67x

The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security.

Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. There are often differences between the performance results and investor outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.