Bluerock Capital Markets reported $365 million was raised in equity capital inflows during February, led by Bluerock’s flagship institutional real estate fund, Bluerock Total Income+ Real Estate Fund (Bluerock TI+ Fund), up 21 percent from January. The company’s trailing equity inflows annualize to more than $4.3 billion.
The fund has accumulated the highest capital inflows from the beginning of the COVID-19 pandemic (April 2020) through January 2022 (most recent data) of all active interval funds within the direct-investment industry.
Further, the Bluerock TI+ Fund has paid 36 consecutive quarterly distributions over its nine-plus-year history at a steady 5.25 percent annualized rate providing $13.40 per share of cash flow with an average 63 percent of its distributions being tax-deferred since inception (TIPRX, A-share, Oct. 22, 2012) and has generated a 9.06-percent annualized return since inception, a 5.51 percent year-to-date (YTD) return and a 25.57 percent t