Bluerock Total Income+ Real Estate Fund (Bluerock TI+ Fund) has announced new equity capital inflows of approximately $278 million in January.
Bluerock TI+ Fund reported a trailing 12-month return of 24.10 percent (TIPRX, A-share), with a 1.7 percent annualized standard deviation since inception (TIPWX, I-share), both as of Feb. 14, 2022. The fund’s annualized net return to shareholders since inception is 8.93 percent, adding substantial annualized NAV growth beyond the 5.25 percent annualized distribution, with positive returns in every year since inception in 2012 (TIPRX, A-share, no load, the fund’s longest running share class, as of Feb. 14, 2022).
“At a time of both high equity market valuations and increased volatility across the major equity indices and the expectation of rising rates, we believe advisors and investors are utilizing Bluerock TI+ Fund as a holding for greater stability of returns, higher tax efficient income and substantial appreciation pot
