Sponsor Profile
Preferred
Bluerock
Bluerock has sponsored syndicated 1031 exchanges for more than eighteen years, and its Bluerock Value Exchange (BVEX) arm packages multifamily, industrial and other core sectors into what it markets as 'Premier Exchange…
Assets Under Mgmt
$19.0B
Full-Cycle Deals
131
Avg Annual Return
20.71%
Avg Equity Multiple
1.79x
Avg Hold
3.86 Years
Full-Cycle Success
95.42%
Year Founded
2002
Headquarters
New York, NY
Overview
Bluerock has sponsored syndicated 1031 exchanges for more than eighteen years, and its Bluerock Value Exchange (BVEX) arm packages multifamily, industrial and other core sectors into what it markets as 'Premier Exchange Properties.' Backed by a broader Bluerock platform of roughly $19 billion that also spans interval funds, the firm pairs institutional acquisition capability with a long DST track record across multiple cycles. Its national footprint and sector breadth position it as a diversified mid-to-large sponsor rather than a single-asset specialist.
Key strategies & advantages
- Has sponsored syndicated 1031 exchanges for more than 18 years, one of the longer continuous DST records.
- Packages multifamily and industrial as trademarked 'Premier Exchange Properties' targeting stable cash flow.
- Sits within a ~$19 billion Bluerock platform that also runs interval funds.
- Sources institutional-quality assets across sectors and a national footprint.
- Operates across full market cycles, lending uncommon seasoning.
These describe the sponsor’s approach and potential advantages only, and should be weighed against the risks common to DST investments — illiquidity, loss of principal, and no guaranteed distributions. Full risk factors are in each offering’s Private Placement Memorandum.
Track record
Bluerock has 131 full-cycle programs in the Baker 1031 dataset, averaging 20.71% annual return, a 1.79x average equity multiple, and a 3.9-year average hold.
| Investment | Location | Asset Class | Hold | Equity Multiple | Annual Return |
|---|---|---|---|---|---|
| 23Hundred Berry Hill | Nashville, TN | Multifamily | 2.25 | 1.88x | 43.70% |
| Alamance Reserve | Burlington, NC | Multifamily | 4.17 | 1.03x | 6.90% |
| Alexan City Centre | Houston, TX | Multifamily | 7.58 | .78x | -6.47% |
| Alexan Southside Place | Houston, TX | Multifamily | 6.17 | .55x | -16.80% |
| Ansley Village | Macon, GA | Multifamily | 5.58 | 1.37x | 8.40% |
| Arbor Terrace | Marietta, GA | Multifamily | 2.83 | 1.27x | 7.80% |
| Arium Glenridge | Atlanta, GA | Multifamily | 6 | 2.69x | 22.35% |
| Arium Grandewood | Orlando, FL | Multifamily | 5.17 | 3.61x | 24.40% |
| Arium Hunters Creek | Orlando, FL | Multifamily | 5 | 3.49x | 32.36% |
| Arium Metrowest | Orlando, FL | Multifamily | 5 | 1.06x | 28.18% |
| Arium Palms Gateway | Orlando, FL | Multifamily | 4.08 | 1.57x | 13.70% |
| Arium Westside | Atlanta, GA | Multifamily | 6.25 | 2.53x | 19.62% |
| Arlo | Charlotte, NC | Multifamily | 4.83 | 1.47x | 6.00% |
| Artisan on 18th | Nashville, TN | Multifamily | 2.33 | 2.12x | 35.20% |
| Ashford Belmar | Lakewood, CO | Multifamily | 3.92 | 2.55x | 29.44% |
| Ashton Reserve | Charlotte, NC | Multifamily | 4.75 | 1.71x | 13.80% |
| Avenue 25 | Phoenix, AZ | Multifamily | 2.75 | 2.97x | 51.93% |
| Avondale Hills | Atlanta, GA | Multifamily | 1.08 | 1.19x | 12.08% |
| Axis West | Orlando, FL | Multifamily | 4.25 | 1.28x | 9.80% |
| Beach House | Jacksonville, FL | Multifamily | 5.5 | 1.65x | 11.50% |
| Belmont Crossing | Smyrna, GA | Multifamily | 2 | 1.22x | 11.39% |
| Big Creek | Alpharetta, GA | Multifamily | 4.17 | 1.43x | 11.10% |
| CADE Boca Raton | Boca Raton, FL | Multifamily | 4.08 | 1.32x | 1.00% |
| Carrington Park Apartments | Morrisville, NC | Multifamily | 1.83 | 2.19x | 69.61% |
| Chace Lake Villas | Birmingham, AL | Multifamily | 5.5 | 1.4x | 8.10% |
| Chattahoochee Ridge | Atlanta, GA | Multifamily | 2.92 | 2.12x | 33.06% |
| Chevy Chase | Austin, TX | Multifamily | 2.25 | 2.1x | 52.40% |
| Cielo on Gilbert | Phoenix, AZ | Multifamily | 1.83 | 4.27x | 140.23% |
| Citrus Tower | Clermont, FL | Multifamily | 5.08 | 3.48x | 31.31% |
| Clearwater | Clearwater, FL | Multifamily | 6.92 | 1.87x | 14.70% |
| CoHo House | Atlanta, GA | Multifamily | 3.42 | 1.26x | -3.10% |
| Cottages at Myrtle Beach | Myrtle Beach, SC | Multifamily | 3.92 | 1.57x | 14.80% |
| Cottages at Port St. Lucie | Port St. Lucie, FL | Multifamily | 4 | 1.6x | 14.80% |
| Creekside Village | Chattanooga, TN | Multifamily | 4 | 2.27x | 14.80% |
| Deercross Apartments | Indianapolis, IN | Multifamily | 1.33 | 1.14x | 11.31% |
| Deerwood Apartments | Houston, TX | Multifamily | 1.33 | 1.09x | 11.77% |
| Denim | Scottsdale, AZ | Multifamily | 3.25 | 3.24x | 52.78% |
| Domain at the One Forty | Garland, TX | Multifamily | 6.42 | — | 12.89% |
| Elan Apartments | Austin, TX | Multifamily | 1.83 | 2.23x | 76.75% |
| Element | Las Vegas, NV | Multifamily | 3.33 | 3.25x | 48.93% |
| Encore Chandler Development | Chandler, AZ | Multifamily | 1.83 | 1.3x | 55.24% |
| Enders Place | Orlando, FL | Multifamily | 7.67 | 1.96x | 19.40% |
| EOS | Orlando, FL | Multifamily | 2.5 | 1.77x | 26.60% |
| Estates at Perimeter | Augusta, GA | Multifamily | 4.17 | 1.25x | 2.50% |
| Falls at Forsyth | Cumming, GA | Multifamily | 2.75 | .9x | 29.68% |
| Four Corners | Orlando, FL | Multifamily | 3.42 | 1.66x | 22.40% |
| Fox Hill | Austin, TX | Multifamily | 2 | 1.62x | 19.20% |
| Georgetown Crossing | Savannah, GA | Multifamily | 2.25 | 1.22x | 11.38% |
| Glenwood | Atlanta, GA | Multifamily | 5.67 | 1.38x | 6.90% |
| Grand at Westside | Kissimmee, FL | Multifamily | 4.5 | 1.55x | 15.20% |
| Grand Dominion | San Antonio, TX | Multifamily | 4.92 | 1.38x | 11.60% |
| Grove at Waterford | Hendersonville, TN | Multifamily | 2.58 | 1.34x | 35.00% |
| Gulfshore Apartment Homes | Naples, FL | Multifamily | 6.75 | 1.16x | 27.51% |
| Helios | Atlanta, GA | Multifamily | 4.67 | 1.89x | 6.40% |
| Hillsboro | Nashville, TN | Multifamily | 3 | 2.19x | 25.10% |
| Hunter's Pointe | Pensacola, FL | Multifamily | 1.83 | 1.2x | 11.41% |
| Indian Springs | El Paso, TX | Multifamily | 4.08 | .98x | -0.50% |
| James on South First | Austin, TX | Multifamily | 4.25 | 1.91x | 17.40% |
| Jefferson Place | Frederick, MD | Multifamily | 7 | 1.57x | 8.40% |
| Lansbrook | Palm Harbor, FL | Multifamily | 3.08 | 1.85x | 16.40% |
| Leigh House | Raleigh, NC | Multifamily | 3.67 | 1.94x | 8.70% |
| Lower Broadway | San Antonio, TX | Multifamily | 1.17 | 1.3x | 98.50% |
| Lynd Portfolio (Mesa Ridge / Meadows / Stratford) | San Antonio & Austin, TX | Multifamily | 3 | 1.91x | 17.50% |
| Marquis Portfolio (Stone Oak / Crown Ridge / TPC / Cascades) | San Antonio & Tyler, TX | Multifamily | 2.75 | 1.42x | 12.60% |
| MDA City | Chicago, IL | Multifamily | 4.5 | 2.32x | 19.90% |
| Meadowmont | Chapel Hill, NC | Multifamily | 3.5 | 2.41x | 24.50% |
| Mesa Ridge | San Antonio, TX | Multifamily | 5.67 | 1.53x | 9.60% |
| Mira Vista | Austin, TX | Multifamily | 1.75 | 1.21x | 10.41% |
| Motif | Fort Lauderdale, FL | Multifamily | 6.33 | 1.68x | 8.27% |
| Navigator Villas | Pasco, WA | Multifamily | 4.67 | 2.16x | 14.81% |
| North Park Towers | Southfield, MI | Multifamily | 9.83 | .25x | -11.60% |
| Note 16 | Nashville, TN | Multifamily | 1.25 | 1.77x | 44.50% |
| Novel Perimeter | Atlanta, GA | Multifamily | 4 | 1.4x | 10.00% |
| Orange City Apartments | Orange City, FL | Multifamily | 1.17 | 1.25x | 98.76% |
| Outlook at Greystone | Birmingham, AL | Multifamily | 5 | 1.21x | 21.97% |
| Park and Kingston | Charlotte, NC | Multifamily | 5.58 | 2.37x | 17.55% |
| Park on the Square | Pensacola, FL | Multifamily | 2.25 | 1.23x | 11.38% |
| Peak Housing Operating Partnership | Dallas, TX | Multifamily | 3.67 | 1.23x | 9.50% |
| Pine Lakes Preserve | Port St. Lucie, FL | Multifamily | 5.83 | 4.14x | 41.71% |
| Plantation Park | Lake Jackson, TX | Multifamily | 3 | .59x | -19.40% |
| Plaza Gardens | Overland Park, KS | Multifamily | 10.92 | 1.34x | 4.20% |
| Preston View | Morrisville, NC | Multifamily | 2.58 | 1.16x | 6.80% |
| Providence Trail | Mount Juliet, TN | Multifamily | 3.33 | 2.93x | 41.87% |
| Quinn35 | Shrewsbury, MA | Multifamily | 5.25 | 1.49x | 9.70% |
| Renew 3030 | Mesa, AZ | Multifamily | 1.17 | 1.12x | 10.91% |
| Reunion Apartments | Orlando, FL | Multifamily | 1.5 | 1.25x | 19.19% |
| Riverside | Jacksonville, FL | Multifamily | 5.5 | 1.6x | 11.00% |
| Riverside Apartments | Austin, TX | Multifamily | 2 | 1.18x | 13.10% |
| Roswell City Walk | Roswell, GA | Multifamily | 5.83 | 3.07x | 24.91% |
| Sands Parc | Daytona Beach, FL | Multifamily | 4.33 | 1.6x | 16.16% |
| Sierra Terrace | Atlanta, GA | Multifamily | 2 | 1.25x | 11.39% |
| Sierra Village | Atlanta, GA | Multifamily | 2 | 1.22x | 11.39% |
| Sonoma Pointe | Kissimmee, FL | Multifamily | 5 | 2.02x | 20.30% |
| Sorrel Phillips Creek / Sovereign Apartments (Portfolio) | Frisco & Fort Worth, TX | Multifamily | 3.83 | 1.39x | 10.30% |
| Springhouse | Newport News, VA | Multifamily | 6.67 | 2.4x | 13.60% |
| Stonebrook | Nashville, TN | Multifamily | 7.58 | 3.62x | 22.70% |
| Tech Ridge | Austin, TX | Multifamily | 2.5 | 2.18x | 28.20% |
| The Ashford | Atlanta, GA | Multifamily | 1.92 | 2.05x | 30.40% |
| The Brodie | Austin, TX | Multifamily | 5.83 | 3.41x | 24.90% |
| The Commons on Anniston | Jacksonville, FL | Multifamily | 2.17 | 1.23x | 11.37% |
| The Conley | Leander, TX | Multifamily | 2.42 | 1.25x | 13.00% |
| The Cottages at Warner Robins | Warner Robins, GA | Multifamily | 2 | 1.25x | 12.50% |
| The DeSota | Sarasota, FL | Multifamily | 3.92 | 1.26x | 13.10% |
| The District at Scottsdale | Scottsdale, AZ | Multifamily | 1.58 | 1.4x | 25.16% |
| The Hartley at Blue Hill Loan | Chapel Hill, NC | Multifamily | 2.17 | 1.21x | 11.50% |
| The Links at Plum Creek | Castle Rock, CO | Multifamily | 4.5 | 2.54x | 25.23% |
| The Mills | Greenville, SC | Multifamily | 4.92 | 3.15x | 29.67% |
| The Preserve at Henderson Beach | Destin, FL | Multifamily | 6.58 | 4.8x | 34.76% |
| The Reserve at Palmer Ranch | Sarasota, FL | Multifamily | 5.5 | 3.46x | 22.20% |
| The Reserve at Palmer Ranch (II) | Sarasota, FL | Multifamily | 1.33 | 1.16x | 12.26% |
| The Riley | Richardson, TX | Multifamily | 1.58 | 1.19x | 11.89% |
| The Sanctuary | Las Vegas, NV | Multifamily | 3.25 | 3.01x | 44.41% |
| The Stratford | Cary, NC | Multifamily | 1.42 | 1.49x | 22.90% |
| The Woods at Forrest Hill | Forrest Hill, TX | Multifamily | 3 | 1.15x | 14.40% |
| Thornton Flats | Austin, TX | Multifamily | 2.25 | 1.18x | 9.31% |
| Valley Townhomes | Puyallup, WA | Multifamily | 11.33 | 1.78x | 9.40% |
| Veranda at Centerfield | Houston, TX | Multifamily | 4.17 | 2.03x | 23.13% |
| Vicker's Historic Roswell | Roswell, GA | Multifamily | 4.58 | 1.36x | 8.50% |
| Village Green | Ann Arbor, MI | Multifamily | 4.42 | 2.25x | 8.00% |
| Villages at Cypress Creek | Houston, TX | Multifamily | 5.08 | 1.87x | 24.64% |
| Villas at Oak Crest | Chattanooga, TN | Multifamily | 3.42 | 1.33x | 14.00% |
| Water's Edge | Pensacola, FL | Multifamily | 1.83 | 1.22x | 11.38% |
| Weatherford BFR 185 | Weatherford, TX | Multifamily | 0.42 | 1.05x | 12.81% |
| Wesley Village | Charlotte, NC | Multifamily | 5.58 | 3.4x | 27.73% |
| Westerly | Franklin, MA | Multifamily | 5.5 | 1.38x | 7.20% |
| Whetstone Apartments | Durham, NC | Multifamily | 4.67 | 1.62x | 7.40% |
| Wilkinson Crossings at Dawsonville | Dawsonville, GA | Multifamily | 1.25 | 1.14x | 11.33% |
| Wilkinson Spring Parc | Dallas, TX | Multifamily | 1.25 | 1.14x | 11.33% |
| Willow Park | Fort Worth, TX | Multifamily | 3.5 | 1.32x | 18.10% |
| Windsor Falls | Raleigh, NC | Multifamily | 1.5 | 1.83x | 64.59% |
| Zoey | Austin, TX | Multifamily | 2.42 | 1.15x | 10.27% |
Figures are sponsor-reported and not independently verified; they may reflect selection and survivorship bias, and past performance does not guarantee future results. “Preferred” is Baker’s internal designation, not a rating or endorsement.
Current offerings from this sponsor
Baker 1031 tracks this sponsor’s active DST and 1031-eligible offerings. Verified investors can review what’s currently available. Browse current offerings →
Gerald F. “Jerry” Baker, III — Founder & Managing Principal, Baker 1031 Investments · FINRA Series 22 / 63 · SIE. Read full bio →
Sponsor figures are sponsor-reported and not independently verified; they may reflect selection and survivorship bias, and past performance does not guarantee future results. This profile is educational and is not investment advice or an offer to sell or a solicitation to buy any security. Offerings are available only to accredited investors and are made solely through the sponsor’s Private Placement Memorandum. Securities offered through Aurora Securities, member FINRA/SIPC. Real estate investments involve risk, including possible loss of principal.