Top1031

BR Valley Townhomes DST

sponsored by Bluerock Value Exchange

Historical · soldSold Sep 2019, as reported by Bluerock Value Exchange · last Form D Jul 14, 2010Sponsor source (opens in a new tab)

BR Valley Townhomes DST, sponsored by Bluerock Value Exchange, filed its first Form D with the SEC on Oct 26, 2009 for a $19 million offering. Bluerock Value Exchange sold the property in Sep 2019, as reported by the sponsor.

How it ended

Sold, result reported by the sponsor

Sold Sep 2019.

Annualized return
9.4% as reported by the sponsor
Date
Sep 1, 2019

Sponsor document (opens in a new tab)

Bluerock Value Exchange has 3 active offerings on record →

Key facts

Minimum investment
$1,000
From the Form D
Offering size
$19,567,189
Equity offered, per the Form D
Sold
91.5%
Form D, Jul 14, 2010; the % is our arithmetic
Investors reported
54
Form D, Jul 14, 2010
Selling commissions
$1,253,674 · 6.4% of offering
Form D Item 15; the % is our arithmetic
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.

Figures come from SEC Form D filings unless a source is cited. Sponsor-stated figures are as reported by the sponsor; Top1031 does not independently audit them. On a 45-day clock? Find day 45 and day 180 →

Using this record to judge the sponsor? A licensed 1031 specialist from our affiliated partner can talk it through with you.

Ask a 1031 specialist about this recordFree. About: BR Valley Townhomes DST. Top1031 is not a broker-dealer.

What did BR Valley Townhomes DST own?

Bluerock’s portfolio page describes a 221-unit Puyallup community named BR Townhomes at Mountain View, DST. 2 The cited primary records do not expressly link that property to the differently named BR Valley Townhomes DST.

How was it financed, and what did it cost to sell?

Costs and terms from the Form D

Selling commissions
$1,253,674 · 6.4% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$447,740 · 2.2% of offering
Form D Item 16
· The filing’s note: “Organization and operating expenses”
Broker-dealers named in the Form D
16 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
Jul 31, 2008
Minimum investment
$1,000

Form D Item 15 and Item 16 amounts may be the issuer’s estimates; each percentage is Top1031’s arithmetic on two Form D figures. Item 16 can overlap Item 15, so Top1031 does not add them together.

What does the SEC record show?

Every filing of record here is an amendment; no original Form D appears on EDGAR for this Trust. The later amendment reports a $1,000 minimum investment. 1 The earlier one stated a $50,000 minimum and reported a first sale on July 31, 2008, more than a year before it was filed. 3

Legal Trust name
BR VALLEY TOWNHOMES DST
SEC CIK
1446280
First Form D
Oct 26, 2009
Latest Form D
Jul 14, 2010
Filings on record
2
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.
Source filing
Read the filings on SEC EDGAR

SEC Form D filings, newest first

FiledFormOffering amountAmount soldInvestorsMinimum
Form D/A$19,567,189was $19,056,229
$17,909,634+$813,050
54+5
$1,000was $50,000EDGAR
Form D$19,056,229
$17,096,584
49
$50,000EDGAR

Amounts, investor counts and minimums are as filed with the SEC on Form D. The change lines are Top1031’s arithmetic between consecutive filings; a new Form D notice starts a new count.

A Form D is the notice a sponsor files when it starts raising money. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.

Common questions

What happened to BR Valley Townhomes DST?
BR Valley Townhomes DST is a Historical offering. Sold Sep 2019, as reported by Bluerock Value Exchange.
What property did the Trust own?
Bluerock’s portfolio page describes a 221-unit Puyallup community named BR Townhomes at Mountain View, DST. The cited primary records do not expressly link that property to the differently named BR Valley Townhomes DST.
Did the offering go full cycle, and what was the result?
The cited primary records do not establish a completed sale or an investor return for this exact issuer. A property-level track record must be linked to the legal Trust before its results are attributed here.
Who is Bluerock Value Exchange?
Bluerock Value Exchange is the 1031 exchange platform of the Bluerock real estate group in New York, which assembles properties into Delaware statutory trusts so exchange investors can buy fractional interests. Top1031 attributes this Trust to Bluerock Value Exchange; the Form D filings themselves list affiliated entities and individuals rather than a parent brand name.

In the news

Sources

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These links support the record as a whole; individual details may come from different sources.

DST interests are illiquid private securities. You may lose some or all of your investment. Distributions, tax treatment, and exit timing are not guaranteed. Review the current offering documents before investing.