
Bluerock Value Exchange
DST sponsorfirst SEC filing 2009bluerock.com
Counted by Top1031 from SEC Form D filings · updated Oct 16, 2026 · Record Card evaluated Oct 12, 2026
16 completed sales; 0 losses or impairments; 16 counted Programs.
Bluerock Value Exchange has sponsored 43 Delaware Statutory Trust (DST) programs found in SEC Form D filings since 2009, most often industrial and multifamily properties. Today its SEC filings show three active offerings; the newest was first filed on Jun 1, 2026. One more is recently fully subscribed.
Bluerock Value Exchange DST offerings (3 active)
Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest. One recently fully subscribed offering is listed last, marked Sold out, and not counted as active.
Ask a specialist about these offeringsBluerock Value Exchange Record Card
Bluerock Value Exchange
16 completed sales; 0 losses or impairments; 16 counted Programs.
Completed sales 16Losses or impairments 0Counted Programs 16
Of 43 Programs, 16 count toward the Grade: 16 completed sales and 0 losses or impairments. The lines below describe all Programs, including those outside the Grade count.
- Programs found in SEC fundraising filings (Form D)
- 43
- Share of programs over 3 years old whose status we confirmed
- 79%
How does Bluerock Value Exchange build its deals?
From 3 of Bluerock Value Exchange’s offering documents (May 2025–Jan 2026). These are the sponsor's own tables, not the Record Card's counts above.
- How complete is the track record in its offering documents?
- Record with gaps
Office, net-lease retail and notes programs are available only on request.
- How often did past exits return less than investors put in?
- Not shown in its offering documents
- How many current programs pay less than the sponsor projected?
- Not shown in its offering documents
- Can its affiliate buy investors out?
- Yes, in all 3 offerings reviewed
- Does its own master tenant pay the rent?
- Yes, in all 3 offerings reviewed
- Can investors remove the manager?
- No, in all 3 offerings reviewed
About Bluerock Value Exchange
Bluerock Value Exchange is the 1031-exchange platform of Bluerock Real Estate, sponsoring Delaware statutory trust programs under its Premier Exchange Properties strategy. Top1031 tracks 43 BVEX trusts with first filings from 2009 through 2026, spanning apartment communities and, since 2022, a sequential diversified industrial series. The sponsor reported a 2022 full-cycle sale of five DST programs comprising more than $393 million in value, and in 2019 the $39.5 million sale of the Residences of Stonebrook. Dated recent activity includes the $60 million Diversified Industrial Portfolio 7 launch in February 2026 and the $58.4 million all-cash Portfolio 8 launch in August 2026.
Sponsor-stated figures are as reported by the sponsor.Sources: bluerock.com · Web page · Undated · bluerock.com · Web page · Undated · Top1031 sponsor record · bluerock.com · Web page · 2022 · bluerock.com · Web page · 2019 · bluerock.com · Web page · 2021 · +9 more
Platform identity and strategy. Bluerock Value Exchange (BVEX) describes itself as a national sponsor of syndicated 1031-exchange offerings with a track record of more than 20 years, and sponsor materials identify it as a subsidiary of Bluerock Real Estate 1. The platform's stated strategy centers on "Premier Exchange Properties" sought for stable cash flows and potential value creation 2, and BVEX states that it has capacity across nearly all real-estate sectors and can customize transactions for individual investors' tax requirements 1. Top1031 tracks 43 BVEX Delaware statutory trusts, with first filings spanning 2009 through 2026 3.
Program mix over time. The earliest tracked trusts were apartment programs, including BR Valley Townhomes, DST (2009), BR Plaza Gardens, DST (2010) and BR Mesa Ridge, DST (2011). From 2022 onward the sponsor filed a sequential industrial series — BR Diversified Industrial Portfolio I through 8 — alongside continuing multifamily trusts such as BR Skytop Multifamily, DST and BR Parkview Multifamily, DST 3. Sponsor track-record material also shows earlier tenant-in-common office programs, including Cummings Research Park I, sold for $41.75 million in March 2020, and Summit at Southpoint, sold for $29.5 million in September 2018 4.
Full-cycle outcomes reported by the sponsor. On August 23, 2022, BVEX announced full-cycle sales of five DST programs, with the individual property sales occurring between August 8 and August 15, 2022; it reported more than $393 million of aggregate sell-out value, more than $101 million in net returns, a 1.87x average equity multiple and a 16.7% average annual return over an approximately five-year average hold 5.
Dated program events, 2025–2026. BVEX announced the full subscription of the $66 million BR Amira, DST Class A multifamily offering in Tampa, Florida on September 10, 2025 11. On January 14, 2026 it announced the $39.4 million BR Parkview Multifamily, DST in the Atlanta metro as its 44th individual DST program 12. On February 11, 2026 it announced BR Diversified Industrial Portfolio 7, DST — a $60 million, unlevered all-cash portfolio of five industrial properties across Alabama, Florida, Missouri and Virginia totaling approximately 550,000 square feet and 100% leased — described as its 45th individual DST program and seventh sequential industrial-focused program 13. On April 21, 2026 it announced the full subscription of the $71 million BR Diversified Industrial Portfolio 6, DST 14. On August 5, 2026 it launched BR Diversified Industrial Portfolio 8, DST, an all-cash, unlevered offering seeking approximately $58.4 million and described as its 46th individual DST program and eighth consecutive industrial-focused offering, comprising five industrial properties in Florida, Illinois and Missouri totaling roughly 460,000 rentable square feet at 100% occupancy under long-duration triple-net leases 15. BVEX reported a 95% average occupancy rate across all DST programs under management as of year-end 2025 16.
Show sources (16)Hide sources (16)
- bluerock.com · Web page · Undated ↗ Sponsor disclosure
- bluerock.com · Web page · Undated ↗ Sponsor disclosure
- Top1031 sponsor record ↗
- Sponsor offering documents, Mar 2020
- bluerock.com · Web page · 2022 ↗ Sponsor disclosure
- bluerock.com · Web page · 2019 ↗ Sponsor disclosure
- bluerock.com · Web page · 2021 ↗ Sponsor disclosure
- bluerock.com · Web page · 2019 ↗ Sponsor disclosure
- bluerock.com · Web page · 2019 ↗ Sponsor disclosure
- bluerock.com · Web page · 2023 ↗ Sponsor disclosure
- bluerock.com · Web page · 2025 ↗ Sponsor disclosure
- bluerock.com · Web page · 2026 ↗ Sponsor disclosure
- bluerock.com · Web page · 2026 ↗ Sponsor disclosure
- bluerock.com · Web page · 2026 ↗ Sponsor disclosure
- bluerock.com · Web page · 2026 ↗ Sponsor disclosure
- bluerock.com · Web page · 2026 ↗ Sponsor disclosure
Bluerock Value Exchange track record (43 programs)
Every program found in SEC Form D filings. Programs with a reported result are listed first, then the rest by first filing year. Each row links to its SEC filings.
Show all 43 programsShow fewer
Bluerock Value Exchange news
Sales report on BR Diversified Industrial Portfolio 7 →
Sales report on BR Diversified Industrial Portfolio 7 →
Sales report on BR Diversified Industrial Portfolio 7 →
More Bluerock Value Exchange coverage (17)
Bluerock Value Exchange Launches $58.4 Million All-Cash 1031 Exchange DST
Also covered by 1 outlet
BR DeSota DST sold in April 2023
Event: Apr 2023 · Top1031
BR Sonoma Pointe DST sold in August 2022
Event: Aug 2022 · Top1031
BR Grand at Westside DST sold in August 2022
Event: Aug 2022 · Top1031
BR Axis West DST sold in August 2022
Event: Aug 2022 · Top1031
BR Grand Dominion DST sold in August 2022
Event: Aug 2022 · Top1031
BR Clearwater DST sold in August 2022
Event: Aug 2022 · Top1031
BR Riverside DST sold in December 2021
Event: Dec 2021 · Top1031
BR Beach House DST sold in November 2021
Event: Nov 2021 · Top1031
BR Big Creek DST sold in February 2021
Event: Feb 2021 · Top1031
BR Valley Townhomes DST sold in September 2019
Event: Sep 2019 · Top1031
BR Four Corners Orlando DST sold in August 2019
Event: Aug 2019 · Top1031
BR Plaza Gardens DST sold in July 2019
Event: Jul 2019 · Top1031
Questions about Bluerock Value Exchange DSTs
- Does Bluerock Value Exchange have DST offerings available now?
- Bluerock Value Exchange’s SEC filings show three active DST offerings, with stated offering sizes from $39.5M to $58.4M. Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest. The newest was first filed on Jun 1, 2026. One more is recently fully subscribed and not counted as active.
- How many DST programs has Bluerock Value Exchange sponsored?
- Top1031 found 43 Bluerock Value Exchange programs in SEC Form D filings. The first was filed in 2009. Each is listed in the track record on this page with a link to its SEC filings.
- What kind of property does Bluerock Value Exchange put in its DSTs?
- Of the 24 Bluerock Value Exchange offering records on Top1031, eight are industrial and eight multifamily.
- What is the minimum investment for Bluerock Value Exchange DSTs?
- Each of its active offerings with a stated minimum lists $100,000, as shown on each offering’s page.
- What results has Bluerock Value Exchange published for its DSTs?
- On its Record Card, 15 of its 43 programs sold with a result reported by the sponsor. Another one sold without a result reported by the sponsor and eight sold by the sponsor’s account but not yet verified. Sponsor-stated figures are as reported by the sponsor; Top1031 does not compute or estimate returns.
- How do I ask about Bluerock Value Exchange offerings?
- Use the “Ask a specialist about these offerings” button at the top of Bluerock Value Exchange’s offerings list on this page. Top1031 is not a broker-dealer or investment adviser and does not provide tax, legal, or investment advice.
Answers are generated from the counts on this page and change when the record changes.
Other DST sponsors with active offerings
What can I do next?
Use the record as a starting point. Compare the current offerings or save them to your Watchlist.


