Bluerock Total Income+ Real Estate Fund Investor Alert

Soreide Law Group is investigating potential claims from investors involving the Bluerock Total Income+ Real Estate Fund and possible sales practice violations by securities brokers and financial advisors. This investment has recently been the focus of heightened attention because of liquidity concerns, shareholder voting delays, and the risk that investors may experience significant losses. Below is an overview of the investment, issues that have surfaced, and what investors should know about their rights.

What is the Bluerock Total Income+ Real Estate Fund?

The Bluerock Total Income+ Real Estate Fund is a non-traded, closed-end interval fund. It invests mainly in institutional real estate and uses a fund-of-funds approach, pooling capital into a wide range of underlying real estate strategies. It was originally marketed as an income and diversification tool, with limited liquidity available through scheduled repurchase programs. In 2025, Bluerock announced plans to shift the fund’s structure into a listed closed-end fund on the New York Stock Exchange, contingent on shareholder approval.

Concerns About the Bluerock Total Income+ Real Estate Fund

It has been alleged that recent developments may have made some investors uneasy. Reports suggest that in or around July 2025, the fund may have suspended new share offerings after what was described as increasing redemption pressure and repeated oversubscriptions in its repurchase program, which allegedly left certain investors unable to exit their positions.

It has also been claimed that a shareholder vote in September 2025, which was reportedly aimed at approving a potential listing on the NYSE, did not achieve quorum, thereby postponing the decision until later that month. If such a listing eventually occurs, management has allegedly acknowledged that the shares could trade at a steep discount to their net asset value, which was said to range from about $23.71 to $25.74 per share earlier in the year. This possibility, along with what some have characterized as mounting liquidity concerns, may have contributed to a climate of uncertainty for existing investors.

Sales Practice Concerns

Many investors may not have been fully informed about the risks tied to this type of complex investment. Brokers and advisors have a duty under industry regulations to ensure their recommendations align with a client’s financial goals, risk tolerance, and overall profile. Specifically, potential violations could include unsuitable recommendations, exaggerating potential benefits, failing to disclose key risks, or overconcentrating a client’s portfolio in a single high-risk product. When these obligations are not met, investors have the right to pursue remedies such as FINRA arbitration or other legal claims to recover their losses.

Did You Sustain Losses By Investing In Bluerock Total Income+ Real Estate Fund?

Did you experience losses because of investing in Bluerock Total Income+ Real Estate Fund because of your financial advisor or securities broker? If so, reach out to Soreide Law Group online or at (888) 760-6552 and talk with a securities attorney concerning a potential recovery of your investment losses. Notably, Soreide Law Group has recovered losses for investors throughout the United States. The firm works on a contingency fee basis and advances all costs.