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Bluerock Total Income Real Estate Fund Faces Potential Losses
Did you invest in the Bluerock Total Income + Real Estate Fund? The Bluerock Total Income + Real Estate Fund, which is a nontraded real estate investment, recently announced its desire to be publicly listed on the NYSE. However, the shareholders of this Bluerock fund did not get enough shareholders of the fund to approve the public listing. Specifically, Bluerock’s quorum requirements were not met.
Can Investors Suffer Losses?
The Bluerock Total Income Real Estate Fund wants to go public, which should provide more liquidity to investors. However, in a filing with the SEC (Securities and Exchange Commission), Bluerock said that it anticipated its fund to trade at a “substantial discount” to its current net asset value. In particular, in a July 3, 2025 filing, Bluerock stated “This discount to NAV could be substantial, especially as some shareholders take advantage of newly available secondary market liquidity. As such, we anticipate that this discount will likely be more pronounced for a period of time following the listing” (emphasis added). This could cause significant losses for investors.
Bluerock has also mentioned that in light of the possible public listing, investors have sought to redeem their shares prior to listing. In the long term, this can put a strain on the fund’s finances.
You Have Rights—Call Israels & Neuman if You Suffered Investment Losses
If you or a loved one were advised by a financial advisor or brokerage firm to invest in the Bluerock Total Income + Real Estate Fund, and you’ve suffered losses as a result, you may have legal options. Investors have rights, and it’s important to explore them.
Financial advisors have obligations to research products before selling such to customers, so that the advisor can inform the investor of the risks and characteristics of the product. If an advisor makes an investment recommendation that is not suitable for the customer, the advisor and/or their brokerage firm could be liable for financial damages.
Contact Israels & Neuman today at (720) 599-3505 for a free and confidential consultation. Our team is standing by to help protect your interests and discuss whether a claim may be warranted.
Summary Table:
| Key Point | Details |
| Fund in Question | the Bluerock Total Income + Real Estate Fund |
| Issue | Drop in Share Price or NAV |
| Investor Risks | Fund held private, illiquid, risky real estate investments |
| Potential Legal Recourse | Investors may have claims to recover money based on unsuitable recommendations. Call Israels & Neuman, PLC at (720) 599-3505 or (206) 795-5798. |
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