Bluerock Value Exchange, a national sponsor of 1031 exchange and Delaware statutory trust programs since 2005, announced multiple special distributions to its investors totaling more than $1.5 million in supplemental rent across its current managed DST and 1031 exchange programs.
Bluerock stated that the special distributions, which were paid on March 28, 2025, represent audited excess cash flow generated above the stated annual distribution rate of the underlying assets in each of its applicable DST programs. According to Bluerock, the special distributions increased the annual return to investors in more than 70% of its current, actively managed DST portfolio for the calendar year of 2024.
Bluerock also reported a 95% average occupancy rate as of year-end 2024 across all its current DST programs under management. As of March 2025, Bluerock had completed more than $2.8 billion in past and current 1031 exchange programs.
“We are tremendously pleased with the operating results of our DST portfolio in 2024 and the ability to make multiple special annual cash distributions to our investors in these programs in excess of the monthly stated distribution rates,” said Josh Hoffman, president of Bluerock Value Exchange. “Bluerock’s DST programs are structured to create an alignment of interest alongside our property management teams to maximize the performance of the real estate and provide uncapped additional cashflow generated by the properties.”
Bluerock Value Exchange’s DST programs seek to provide 1031 tax-deferred exchange investors with stable monthly cash flow, which may be partially tax-deferred as a result of depreciation, potential for capital appreciation during the hold period and reinvestment optionality upon an eventual successful sale of the properties to include 721 exchanges, or UPREITs, and/or subsequent cash-out or 1031 exchange options.
This news follows closely on Bluerock Value Exchange’s launch of its 41st individual DST program. Additionally, at the end of 2024, Bluerock Value Exchange fully subscribed its third industrial portfolio DST for more than $41 million.
Bluerock is an alternative asset manager with more than $19 billion of acquired and managed assets. The firm is headquartered in Manhattan with regional offices across the United States.
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