Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs

August 02, 2025•2 min read

Bluerock Value Exchange (BVEX) announces $1.5M in special distributions to investors, highlighting strong DST portfolio performance and enhanced returns.

Bluerock Value Exchange (BVEX), a long-time leading national sponsor of 1031 exchange and Delaware Statutory Trust (DST) programs since 2005, announced multiple special distributions to its investors totaling more than $1.5 million in the form of Supplemental Rent across its current managed DST / 1031 exchange programs. 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 the applicable DST programs. The special distributions increased the annual return to investors in more than 70% of Bluerock’s current actively managed DST portfolio for calendar year 2024.

BVEX reported a 95% average occupancy rate as of year-end 2024 across all current DST programs under management,which includes a diverse portfolio of residential and industrial holdings. 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 BVEX. “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,” added Hoffman.

BVEX 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 property/ies to include 721 exchange (UPREIT) and/or subsequent cash-out / 1031 exchange options.

About Bluerock Value Exchange

Bluerock Value Exchange is a national sponsor of syndicated 1031-exchange offerings for over 20 years with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 exchanges of more than $2.8 billion in total property value and 14 million square feet of property.

About Bluerock

Bluerock is a leading institutional alternative asset manager with more than $19 billion of acquired and managed assets headquartered in Manhattan with regional offices across the U.S. Bluerock principals have a collective 100+ years of investing experience with more than $120 billion real estate and capital markets experience and have helped launch leading private and public company platforms.

This article originally appeared on BlueVault Partners. More information about Bluerock and Bluerock Value Exchange can be found at their websites.

Jerry Baker

Gerald F. "Jerry" Baker, III founded Baker 1031 Investments after a career on Wall Street, where he worked for some of the world's largest institutional real estate private equity, and hedge funds. Prior to starting the firm, Jerry was directly involved in over $10 billion of real estate transactions worldwide. Drawing on the knowledge gained from managing large institutional property portfolios, he adapted these strategies to meet the specific needs, resources, and goals of his own family's real estate portfolio. After proving the success of these strategies, he founded Baker 1031 Investments to make them available to you and your family.

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

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