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TI+ concluded its shareholder meetings and Bluerock is excited to announce that all the proposals submitted to shareholders have been approved, including the key proposal for the listing of the Bluerock Total Income+ Real Estate Fund (“the Fund”) on the New York Stock Exchange, which received overwhelming shareholder support with over 81% of votes cast in favor of the initiative.

 

Bluerock expects the Fund to begin trading on the NYSE in mid-December 2025, positioning us to likely become the largest real estate-focused listed closed-end fund in the world. Thank you for your continued support and confidence. Together, we look forward to a promising new chapter for TI+.

Diversifying through a multi-manager, multi-strategy, and multi-sector investment approach.1

This is an actively managed dynamic portfolio. There is no guarantee that any investment (or this investment) will achieve its objectives, goals, generate positive returns, or avoid losses.

Shown above are example properties within the Fund’s underlying investments.

Access to some of the world’s leading† institutional real estate funds and specialty sectors

TI+ allows individual investors to invest alongside some of the nation’s largest endowment and pension plans.

Select underlying investment holdings institutional investment managers (subject to change).

High-growth Specialty real estate sectors may enhance returns

Higher historical net operating
income (NOI) growth2

Less volatile returns3

Institutionalizing sectors4

Industrial Outdoor Storage
Data Centers
Student Housing
Private Real Estate Credit

† The term ‘leading’ refers to Institutional Investment Funds screened, reviewed, and rated by Mercer Investments, LLC’s proprietary due diligence process.

1 The Fund’s primary investment objective is to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets.

2 Carlyle, Q4 2024, NOI from 2008-2024.

3 Carlyle, demographic driven sectors 52% less volatile than GDP driven sectors.

4 Harrison Street, 2% of the NPI in 2011, nearly 11% in 2024.