Bluerock Value Exchange Announces Special Distributions to Investors

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Bluerock Value Exchange (BVEX) recently announced that it has provided special distributions totaling over $1.5 million to its investors. These distributions were made in the form of Supplemental Rent in the BVEX current managed Delaware Statutory Trust (DST) and 1031 exchange programs. The distributions were paid on March 28, 2023, and represent additional cash flow generated above the stated annual distribution rate of the underlying assets in each program.

By providing these distributions, BVEX effectively increases the annual return to investors, with rates ranging from 4.10% to 5.73% for the calendar year 2023. BVEX reported an average occupancy rate of 96% across all current DST programs under management, which includes a diverse portfolio of residential, industrial, and net lease retail holdings.

Josh Hoffman, the President of BVEX, expressed his satisfaction with the operating results of their DST portfolio in 2023. He mentioned that the ability to provide special cash distributions exceeding the stated yields is a testament to the success of their investments. Hoffman also highlighted the favorable alignment of the management with investors to maximize results.

BVEX DST programs aim to provide tax-deferred exchange investors with stable monthly cash flow, potential capital appreciation, and reinvestment options. These programs offer the potential for partial tax deferral through depreciation and the optionality of 721 exchange (UPREIT) or subsequent cash-out or 1031 exchange options upon the successful sale of the properties.

Bluerock Value Exchange is a national sponsor of syndicated 1031 exchange offerings focused on Premier Exchange Properties™. With over $2.5 billion in exchanged properties and 13 million square feet of property, BVEX aims to deliver stable cash flows and potential value creation for investors. Bluerock, the parent company, is a leading institutional alternative asset manager, with over $18 billion in acquired and managed assets. Additional information about both companies can be found on their respective websites.

Bluerock Value Exchange (BVEX) operates in the real estate industry, specifically as a national sponsor of syndicated 1031 exchange offerings focused on Premier Exchange Properties™. They aim to deliver stable cash flows and potential value creation for investors in the form of tax-deferred exchange programs.

The DST programs offered by BVEX provide tax-deferred exchange investors with stable monthly cash flow, potential capital appreciation, and reinvestment options. These programs allow investors to potentially defer taxes through depreciation and take advantage of options like 721 exchange (UPREIT) or subsequent cash-out or 1031 exchange options upon successful property sales.

BVEX has reported an average occupancy rate of 96% across all its current DST programs. The portfolio managed by BVEX includes a diverse range of residential, industrial, and net lease retail holdings.

Recently, BVEX announced special distributions totaling over $1.5 million to its investors. These distributions were made in the form of Supplemental Rent and represent additional cash flow generated above the stated annual distribution rate of the underlying assets in each program. This effectively increases the annual return to investors, with rates ranging from 4.10% to 5.73% for the calendar year 2023.

Josh Hoffman, the President of BVEX, expressed his satisfaction with the operating results of their DST portfolio in 2023. He highlighted the ability to provide special cash distributions exceeding the stated yields as a testament to the success of their investments. Hoffman also emphasized the favorable alignment of management with investors to maximize results.

Bluerock, the parent company of BVEX, is a leading institutional alternative asset manager with over $18 billion in acquired and managed assets. Their expertise and experience in the industry add to the credibility and stability of BVEX’s offerings.

For more information about BVEX and Bluerock, you can visit their respective websites: Bluerock and BVEX.