Attention Bluerock Total Income + Real Estate Fund Investors Who Have Suffered Losses
Shepherd Edwards and Kantas Can Help You Explore Your Legal Options
If you are a Bluerock Total Income+ Real Estate Fund investor and this non-traded, closed-end interval fund was sold to you by a broker, Shepherd Smith Edwards and Kantas (investorlawyers.com) wants to talk to you today.
There is growing concern about investor losses after the Fund suspended its offerings and announced that it would convert from an interval fund to a listed closed-end fund on the NYSE. That change is subject to shareholder approval. After a failed first vote, another vote on this matter is scheduled for later in September 2025.
If the Bluerock Total Income+ Real Estate does become listed, this could hurt long-time investors because its shares may end up trading below NAV (net asset value). As of the end of May, depending on which share class, Bluerock’s NAV/share was $23.71 to $25.74.
Bluerock Total Income+ Real Estate invests mostly in institutional real estate and employs a fund-of-funds strategy. This is an illiquid, high-risk fund that is unsuitable for most retail investors. It also may prove financially harmful to accredited investors if the share price drops significantly.
Other issues the Fund is facing: liquidity issues from redemption requests ($1.07 billion) far surpassing new sales ($400 million), unappealing real estate pricing, and other problems.
I Am A Bluerock Investor. What If I Sell My Shares Now?
For Bluerock Total Income+ Real Estate investors wondering if they should sell their shares ahead of the listing vote, know that redemptions are limited, and this Fund is highly illiquid at the moment.
Why You May Have Grounds for Suing The Broker Over Your Bluerock Investment
Brokerage firms are supposed to conduct proper due diligence into any investment they recommend to customers. Not only that, but similar due diligence must be performed to ensure the suitability of an investment for any customer.
If you think your financial advisor breached its fiduciary duty when marketing and selling you Bluerock, failed to fully apprise you of the risks, overconcentrated your account with too many shares in this fund, or committed some other kind of broker fraud or negligence, you may be able to sue for damages.
Bluerock Total Income+ Real Estate Fund is an alternative investment. These are known for being high-risk investments that are illiquid, possess NAVs that do not truly reflect market values, are subject to market volatility, and pay high commissions to brokers.
It is the hefty commissions that can cause a financial advisor to ignore best interest obligations and suitability standards. When this happens, retail investors and conservative retirees may end up in alternative investments they should have been kept away from.
How Can Our Non-Traded, Closed-End Interval Fund Loss Attorneys Help?
Shepherd Smith Edwards and Kantas Closed-End Interval Fund Loss Attorneys represent investors who have suffered serious losses caused by the unsuitable and negligent recommendations and actions of their financial advisors. We have worked with clients regarding more than 1000 matters in arbitration, mediation, and litigation to collectively secure many millions of dollars for thousands of investors.
This is not the kind of complex securities case that you want to pursue without a knowledgeable alternative investment loss law firm on your side. When you work with us, trust that you will receive experienced securities representation and personalized attention.
Contact Our Closed-End Interval Fund Loss Attorneys Today:
To schedule your free, no obligation case assessment, call our Closed-End Interval Fund Loss Attorneys at (800) 259-9010 or fill out this form. Because we work on a contingency basis, you will only pay for our legal services if we obtain your financial recovery in damages or settlement.