Bluerock Value Exchange Issues $3.4M in Special Distributions Across DST Programs

Bluerock Value Exchange paid more than $3.4 million in special distributions to investors across its actively managed Delaware statutory trust portfolio on March 30.
The distributions were paid out as supplemental rent. These payments reflect excess cash flow generated by underlying assets that performed above their stated annual distribution rates.
The distributions increased total annual returns for investors in more than 60% of Bluerock’s DST portfolio for the 2025 calendar year.
Bluerock’s portfolio includes residential and industrial properties and reported a 95% average occupancy rate across all DST programs as of year-end 2025.
As of March 2026, Bluerock had surpassed $3.1 billion in total completed 1031 exchange programs since its inception in 2005. The programs have represented approximately 16.5 million square feet of property.
The supplemental payments reflect a structure intended to reward investors when property performance exceeds expectations. Unlike some fixed-rate models, BVEX structures its programs to offer above-rate potential based on real estate performance.
“We are very pleased with the operating performance of our DST portfolio in 2025 and our ability to deliver multiple special cash distributions to investors above the stated monthly distribution rates,” said Josh Hoffman, president of BVEX.
Hoffman said the programs are structured to align Bluerock’s interests with those of its property management teams.
Bluerock has completed more than $3.1 billion in 1031 exchange programs. Previously reported by AltsWire earlier this year, BVEX launched BR Diversified Industrial Portfolio 7, DST. The all-cash offering, also known as DIP 7, seeks to raise approximately $60 million from accredited investors.


