Big news for investors! Bluerock Total Income+ Real Estate Fund just received major backing from top advisory firms for its NYSE listing. Imagine full daily liquidity and enhanced investment power. How will this redefine real estate fund investing?
Bluerock Total Income+ Real Estate Fund has received crucial endorsements from leading proxy advisory firms, Institutional Shareholder Services Inc. (ISS) and Glass Lewis & Co., recommending shareholder support for its proposed listing on the New York Stock Exchange. This significant development marks a pivotal step for the Fund, aiming to transition from a closed-end interval structure to a publicly traded closed-end fund.
The unanimous recommendation from the Fund’s Board of Trustees, coupled with the backing from these influential advisory firms, underscores the strategic importance of this conversion. Such a move is designed to enhance the Fund’s operational capabilities and market positioning within the dynamic real estate investment fund landscape.
A primary benefit of the proposed NYSE listing is the introduction of full daily liquidity for shareholders, a notable advantage over the current interval fund structure. This increased accessibility is expected to appeal to a broader investor base, fostering greater market participation and potentially improving pricing efficiency for the Bluerock Total Income+ Fund.
Furthermore, the conversion will empower the Fund with more agile capital deployment strategies, enabling it to swiftly capitalize on attractive buying opportunities within today’s private real estate market. This flexibility is critical for maximizing long-term value in an evolving economic environment, ensuring the fund remains competitive and growth-oriented.
Upon successful shareholder approval at the special meeting scheduled for September 3, 2025, the Bluerock Total Income+ Real Estate Fund is poised to become the largest real estate-focused listed closed-end fund globally. This would solidify its prominent position in the financial markets and draw significant attention from investment strategy analysts worldwide.
Ramin Kamfar, Founder and Chief Executive Officer of Bluerock, expressed immense enthusiasm for the endorsements, stating, “Their recommendations are a testament to the merits of this initiative and underscore our commitment to maximizing long-term value for our shareholders.” He urged all shareholders to actively participate in this crucial vote, emphasizing its role in shaping the Fund’s future.
Bluerock, a distinguished institutional alternative asset manager, brings over a century of collective investing experience across its principals, managing substantial assets and multiple well-recognized real estate platforms. Headquartered in New York with regional offices, Bluerock offers a diverse suite of public and private investment programs, tailored to provide predictable income, capital growth, and tax benefits for individual investors.
The proposed conversion represents a forward-looking investment opportunity designed to align with prevailing market conditions and investor expectations. Shareholders are encouraged to review the comprehensive solicitation materials filed with the U.S. Securities and Exchange Commission, available at sec.gov and bluerockfunds.com, for detailed information regarding the proposals and the voting process.