Investigation: Bluerock Real Estate Investors Fearful of Losses After Shareholder Liquidity Event Proposed – What You Need to Know
The July 3, 2025 PRESS RELEASE announcing the liquidity event was spoken about recently in an article published by InvestmentNews.
Certain aspects of listing the Fund will require shareholder approval at a special meeting tentatively scheduled for September 3, 2025, according to the press release.
Goodman & Nekvasil, P.A. Recently Spoke to an Investor Concerned about their Bluerock DST Investment
Investors in Bluerock Total Income+ (TI+), Residential Growth REIT (BRG), or DST/1031 products may be concerned about the potential for significant losses and restricted access to funds. Investors have already expressed concerns over “pushy” sales practices and losses in one of the REG D offerings from Bluerock Value Exchange. Goodman & Nekvasil, P.A., a Florida-based securities fraud law firm, is investigating potential FINRA arbitration claims for those who feel like they received unsuitable investment recommendations from their brokers and advisers.
What Is Bluerock—and Why Are Investors Contacting Goodman & Nekvasil, P.A.?
Bluerock sponsors alternative real estate investments:
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Bluerock Total Income+ Real Estate Fund (TI+)
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Bluerock Residential Growth REIT (BRG) – investments offered in multifamily housing.
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Bluerock Value Exchange (BVEX) – Private Placement DST Offerings.
An investor, who contacted Goodman & Nekvasil, P.A., is reporting a recent suspension of distributions in one of the Delaware Statutory Trusts they purchased in a 1031 Exchange.
Investigation: Bluerock Real Estate Investors Fearful of Losses After Shareholder Liquidity Event Proposed
Call 800-500-4442 if you think you have received unsuitable investment recommendations from your adviser.
Private Placements Are Risky Investments
Many investors are not fully aware of the problems and risks associated with illiquid, high risk, alternative investments when they purchase them.
Investments are often riskier and more complicated than traditional investments. These funds are only suitable for high net worth, sophisticated investors.
Liquidity Issues and High Sales Commissions
Alternative investments can face several liquidity issues due to their unique characteristics and structure.
Another problem often associated with alternative investments is the high sales commissions brokers typically earn for selling them. Brokers have an obligation to make investment recommendations that are consistent with their clients risk tolerance, net worth, investment objectives and experience in the market.
Unfortunately, in many cases, the high sales commission may influence unsuitable investment recommendations.
Broker Due Diligence
Broker dealers are required to perform adequate due diligence on any investment they recommend and to ensure that all recommendations are suitable for the investor. Firms that fail to do so may be held responsible for any losses in a FINRA arbitration claim.
If you believe that your investments may have been unsuitable or otherwise improper for you, we would like to discuss the possibility of your retaining our firm to represent you in an arbitration action.
There is no charge for an evaluation of your case. We handle our cases on a contingency fee basis. If we don’t recover money for you, we charge no attorney’s fee.
Goodman & Nekvasil, P.A. has recovered more than $400 million on behalf of victimized investors. If you lost money on investments in unsuitable investments and would like your case evaluated by a securities attorney, please contact us.
Some of the information in this blog post was obtained from the SEC and FINRA on 8/19/25. If you believe this information was reported incorrectly, please contact our firm: 1-800-500-4442