Sponsor Check › Management entity
Entity listed as a related person (executive officer, director or promoter role held through an entity) on Form D filings · address state as listed: NY · listed May 10, 2010 → Oct 20, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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Comparisons are made for sponsors and sponsor groups, not individual people.
27 of 29 offerings report sales commissions totalling $58,521,551; 0 report finder's fees; 26 report proceeds to related persons totalling $91,192,300. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 20, 2026 D File 021-601851 | $6,053,844 (est.) | $0 (est.) | $42,436,402 (est.) The Sponsor is entitled to Organization and Offering Expenses of $559,893 + Other Closing Costs of $13,627,808 + Loan Related Costs of $11,709,851. The Manager will receive an Acquisition Fee of $16,538,850. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Jun 1, 2026 D File 021-585755 | $5,053,627 (est.) | $0 (est.) | $3,842,409 (est.) The Sponsor is entitled to Organization and Offering Expenses of $467,387 + Other Closing Costs of $2,070,769. The Manager will receive an Acquisition Fee of $1,304,253. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | May 19, 2026 D/A File 021-556433 | $6,143,032 (est.) | $0 (est.) | $4,537,682 (est.) The Sponsor is entitled to Organization and Offering Expenses of $568,142 + Other Closing Costs of $2,383,147. The Manager will receive an Acquisition Fee of $1,586,393. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ Cary Street Partners BrokerCheck CRD 128089 ↗ World Equity Group, Inc. BrokerCheck CRD 29087 ↗ Calton & Associates, Inc. BrokerCheck CRD 20999 ↗ WealthForge Securities, LLC BrokerCheck CRD 152550 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ Cambridge Investment Research, Inc. BrokerCheck CRD 39543 ↗ D.A. Davidson & Co. BrokerCheck CRD 199 ↗ Hilltop Securities Inc. BrokerCheck CRD 6220 ↗ FNEX Capital, LLC BrokerCheck CRD 166316 ↗ Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Arkadios Capital BrokerCheck CRD 282710 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Realta Equities, Inc. BrokerCheck CRD 23769 ↗ Aurora Securities BrokerCheck CRD 46147 ↗ World Investments, LLC BrokerCheck CRD 20626 ↗ Great Point Capital LLC BrokerCheck CRD 114203 ↗ RCX Capital Group, LLC BrokerCheck CRD 114290 ↗ Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗ APW Capital, Inc. BrokerCheck CRD 43814 ↗ The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗ Metropolitan Capital Investment Banc, Inc. BrokerCheck CRD 148820 ↗ |
| EDGAR ↗ | Feb 10, 2026 D File 021-573118 | $5,194,419 (est.) | $0 (est.) | $4,523,060 (est.) The Sponsor is entitled to Organization and Offering Expenses of $480,409 + Other Closing Costs of $2,710,727. The Manager will receive an Acquisition Fee of $1,331,924. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Jan 22, 2026 D File 021-570744 | $3,415,582 (est.) | $0 (est.) | $5,535,446 (est.) The Sponsor is entitled to Organization and Offering Expenses of $315,892 + Loan-Related Costs of $1,516,912 + Other Closing Costs of $2,037,642. The Manager will receive an Acquisition Fee of $1,665,000. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Oct 2, 2025 D File 021-559527 | $3,927,975 (est.) | $0 (est.) | $7,026,042 (est.) The Sponsor is entitled to Organization and Offering Expenses of $363,281 + Loan-Related Costs of $1,823,759 + Other Closing Costs of $2,626,502. The Manager will receive an Acquisition Fee of $2,212,500. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Jun 6, 2025 D File 021-548261 | $2,226,712 (est.) | $0 (est.) | $4,830,862 (est.) The Sponsor is entitled to Organization and Offering Expenses of $283,339 + Loan Related Costs of $1,410,197 + Other Closing Costs of $1,722,326. The Manager will receive an Acquisition Fee of $1,415,000. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Mar 5, 2025 D File 021-539897 | $3,176,065 (est.) | $0 | $2,836,457 (est.) The Manager receives an acquisition fee of $803,138. The Sponsor receives organization and operating expenses of $275,381 + closing cost reimbursement of $1,757,938 | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Dec 6, 2024 D File 021-531354 | $5,712,593 (est.) | $0 | $6,516,165 (est.) The sponsor is entitled to organization and offering expenses of $495,311 + loan related closing costs of $764,323 + other closing costs of $3,196,531. The Manager will receive an acquisition fee of $2,060,000 | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Oct 15, 2024 D File 021-526739 | $2,737,060 (est.) | $0 | $1,801,248 (est.) The Manager receives an acquisition fee of $687,610. The Sponsor receives organization and operating expenses of $237,317 + closing cost reimbursement of $876,321 | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | May 23, 2016 D File 021-263695 | $1,846,293 (est.) | $0 | $128,067 Organization and Offering Expenses | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ Brokerbank Securities, Inc. BrokerCheck CRD 130116 ↗ Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ McDermott investment Services, LLC BrokerCheck CRD 154926 ↗ Monarch Bay Securities, LLC BrokerCheck CRD 141391 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ |
| EDGAR ↗ | Mar 3, 2016 D File 021-258527 | $1,420,428 (est.) | $0 | $98,527 Organization and Offering Expenses | Bluerock Capital Markets, LLC BrokerCheck CRD 136974 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗ American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Emerson Equity LLC BrokerCheck CRD 130032 ↗ |
| EDGAR ↗ | Dec 10, 2015 D/A File 021-248450 | $1,146,782 (est.) | $0 | $114,678 (est.) The Sponsor and affiliates will be entitled to reimbursement for Organization and Offering Expenses incurred in connection with the offering. | Bluerock Capital Markets, LLC BrokerCheck CRD 136974 ↗ Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗ Colorado Financial Services Corporation BrokerCheck CRD 104343 ↗ Berthel, Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ American Portfolios Financial Services, Inc. BrokerCheck CRD 18487 ↗ Sigma Financial Corporation BrokerCheck CRD 14303 ↗ Parkland Securities, LLC BrokerCheck CRD 115368 ↗ Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗ Primex BrokerCheck CRD 29394 ↗ McDermott Investment Advisors, LLC BrokerCheck CRD 132221 ↗ Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗ Centaurus Financial Inc. BrokerCheck CRD 30833 ↗ Wall Street Strategies, Inc. BrokerCheck CRD 31268 ↗ Brokerbank Securities, Inc. BrokerCheck CRD 130116 ↗ |
| EDGAR ↗ | Jul 11, 2014 D File 021-220795 | $911,763 (est.) | $0 | $350,678 (est.) The Sponsor and its affiliates will be entitled to reimbursement for Organization and Offering Expenses incurred in connection with the Offering. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗ |
| EDGAR ↗ | Mar 24, 2014 D File 021-214139 | $0 | $0 | $1,051,461 (est.) BR SOIF II Manager, LLC and BR SOIF III Manager, LLC shall receive a total combined disposition fee of $1,051,461. R. Ramin Kamfar is the indirect owner of both entities. | None listed on this filing |
| EDGAR ↗ | Mar 10, 2014 D File 021-213206 | $713,845 (est.) | $0 | $274,556 (est.) Reimbursement due to Sponsor for Organization and Offering Expenses. | Bluerock Capital Markets LLC BrokerCheck CRD 136974 ↗ Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ J.P. Turner & Company, L.L.C. BrokerCheck CRD 43177 ↗ Newport Coast Securities, Inc. BrokerCheck CRD 16944 ↗ PRIMEX BrokerCheck CRD 29394 ↗ |
| EDGAR ↗ | Jun 10, 2013 D File 021-197704 | $689,534 (est.) | $0 | $0 (est.) | Bluerock Capital Markets, LLC BrokerCheck CRD 136974 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ J.P. Turner & Company, L.L.C. BrokerCheck CRD 43177 ↗ |
| EDGAR ↗ | May 9, 2013 D/A File 021-190974 | $1,575,000 (est.) | $0 | $0 (est.) Manager receives a monthly asset management fee equal to a proportional share of 1/12 of 0.25% of the higher of the cost or the value of property based on Issuer's proportional share of the property. | Bluerock Capital Markets, LLC BrokerCheck CRD 136974 ↗ Dwight K. Kay BrokerCheck CRD 5376903 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Gilbert R. Conrad BrokerCheck CRD 2746778 ↗ via J.P. Turner & Company (CRD 43177 ↗) Michael L. DiGaetano BrokerCheck CRD 2378300 ↗ via J.P. Turner & Company (CRD 43177 ↗) |
| EDGAR ↗ | Aug 30, 2012 D File 021-183473 | $884,140 (est.) | $0 | $807,917 (est.) | Bluerock Capital Markets, LLC no CRD number reported |
| EDGAR ↗ | Jan 31, 2012 D File 021-172680 | $283,500 (est.) | $0 | $234,267 (est.) Organization and offering expenses and acquisition fee. | None listed on this filing |
| EDGAR ↗ | Jan 13, 2012 D/A File 021-170808 | $910,703 (est.) | $0 | $1,085,275 (est.) Organization and offering expenses, financing fee, sponsor's acquisition fee and closing costs. | Tomas J. Velken BrokerCheck CRD 1600404 ↗ via Sigma Financial Corporation (CRD 14303 ↗) Michael G. Steinthal BrokerCheck CRD 435071 ↗ via Primex (CRD 29394 ↗) Gregory D. Collins BrokerCheck CRD 2299365 ↗ via American Portfolios Financial Services, Inc. (CRD 18487 ↗) Kyle S. Jobin BrokerCheck CRD 4915438 ↗ via Sigma Financial Corporation (CRD 14303 ↗) |
| EDGAR ↗ | Jan 13, 2012 D File 021-171859 | $1,750,000 (est.) | $0 | $1,250,000 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 16, 2011 D File 021-161398 | $505,083 (est.) | $0 | $639,316 (est.) Loan Fee = $100,750 and Acquisition Fee = $538,566. | Halcyon Capital Markets, LLC BrokerCheck CRD 136974 ↗ |
| EDGAR ↗ | Jun 15, 2011 D/A File 021-157464 | $300,000 (est.) | $0 | $116,964 (est.) 3% acquisition fee on pro rata portion of property owned by the Issuer, approximately $89,964, loan fees due affiliates = $27,000 | Robert R. Tweed BrokerCheck CRD 2339324 ↗ via CapWest Securities, Inc. (CRD 30002 ↗) Joshua P. Ungerecht BrokerCheck CRD 5183573 ↗ via NelsonReid, Inc. (CRD 45503 ↗) Gilbert R. Conrad BrokerCheck CRD 2746778 ↗ via RP Capital, LLC (CRD 134768 ↗) |
| EDGAR ↗ | Feb 10, 2011 D File 021-155141 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 10, 2010 D/A File 021-132494 | $136,290 | $0 | $34,081 As of 8/10/10 | Darrell Karnopp BrokerCheck CRD 5224015 ↗ via CapWest Securities (CRD 30002 ↗) G. Russell Conrad BrokerCheck CRD 2746778 ↗ via J. P. Turner and Company, L.L.C. (CRD 43177 ↗) Gary Ackerman BrokerCheck CRD 4668422 ↗ via CapWest Securities (CRD 30002 ↗) Jeffrey Sanders BrokerCheck CRD 2200497 ↗ via Fintegra (CRD 16741 ↗) Brian Wiedersum BrokerCheck CRD 2489614 ↗ via Fintegra (CRD 16471 ↗) Andrew Martin BrokerCheck CRD 1335601 ↗ via Girard Securities (CRD 18697 ↗) Brian Soloman BrokerCheck CRD 1715160 ↗ via Independent Financial Group (CRD 7717 ↗) James Lamont BrokerCheck CRD 2846228 ↗ via Independent Financial Group (CRD 7717 ↗) Timothy Sweeney BrokerCheck CRD 2669172 ↗ via JP Turner (CRD 43177 ↗) William Laseter BrokerCheck CRD 1086701 ↗ via JP Turner (CRD 43177 ↗) Jervis Dicicco BrokerCheck CRD 5325609 ↗ via Private Asset Group (CRD 142541 ↗) Spencer Huggett BrokerCheck CRD 4538364 ↗ via QA3 Financial (CRD 14754 ↗) Kenneth Erikson BrokerCheck CRD 2229299 ↗ via Synergy Investment Group (CRD 46035 ↗) |
| EDGAR ↗ | Jul 14, 2010 D/A File 021-122919 | $1,253,674 (est.) | $0 | $447,740 Organization and operating expenses | Katherine Kirkpatrick BrokerCheck CRD 4530467 ↗ via American Independent Securities (CRD 135288 ↗) Brian Levy BrokerCheck CRD 4929320 ↗ via Regent Capital Group, Inc. (CRD 126881 ↗) James Mendell BrokerCheck CRD 4667733 ↗ via Omni Brokerage (CRD 16878 ↗) Mike Bendix BrokerCheck CRD 5379777 ↗ via Omni Brokerage (CRD 16878 ↗) Brian Scott Gross BrokerCheck CRD 5351706 ↗ via Cap West Securities (CRD 30002 ↗) Rex Bland BrokerCheck CRD 2442941 ↗ via CapWest Securities (CRD 30002 ↗) Robert Tweed BrokerCheck CRD 2339324 ↗ via CapWest Securities (CRD 30002 ↗) Cheryl Kitashima BrokerCheck CRD 729389 ↗ via Centaurus Financial (CRD 30833 ↗) Stan Kitashima BrokerCheck CRD 2704782 ↗ via Centaurus Financial (CRD 30833 ↗) John Anderson BrokerCheck CRD 2602329 ↗ via Geneos Wealth Management (CRD 120894 ↗) Joseph Sterling BrokerCheck CRD 1101378 ↗ via Geneos Wealth Management (CRD 120894 ↗) Michael McGregor BrokerCheck CRD 2263066 ↗ via Harrison Douglas (CRD 16515 ↗) David Elhoff BrokerCheck CRD 855864 ↗ via Independent Financial Group (CRD 7717 ↗) Dwight Kay BrokerCheck CRD 5376903 ↗ via Independent Financial Group (CRD 7717 ↗) Jinn Chao BrokerCheck CRD 4384099 ↗ via Independent Financial Group (CRD 7717 ↗) Kenneth Miles BrokerCheck CRD 812979 ↗ via Independent Financial Group (CRD 7717 ↗) Rena Morris BrokerCheck CRD 4867589 ↗ via Independent Financial Group (CRD 7717 ↗) Roger Zajicek BrokerCheck CRD 862710 ↗ via Investors Capital (CRD 30613 ↗) Tom Progin BrokerCheck CRD 4850792 ↗ via K-One Investment Co. (CRD 16156 ↗) Gary Flater BrokerCheck CRD 1049132 ↗ via MCL Financial (CRD 41180 ↗) Gordon Yee BrokerCheck CRD 2339698 ↗ via National Securities (CRD 7569 ↗) David Waal BrokerCheck CRD 1226437 ↗ via Omni Brokerage (CRD 16878 ↗) J R Broadbent BrokerCheck CRD 3132498 ↗ via Omni Brokerage (CRD 16878 ↗) John Harvey BrokerCheck CRD 4227692 ↗ via Omni Brokerage (CRD 16878 ↗) Padma Chintapalli BrokerCheck CRD 3041617 ↗ via Omni Brokerage (CRD 16878 ↗) Robert Vonderharr BrokerCheck CRD 1556834 ↗ via Omni Brokerage (CRD 16878 ↗) Rich Wagner BrokerCheck CRD 3132498 ↗ via Omni Brokerage (CRD 16878 ↗) Rocco Cortese BrokerCheck CRD 4681807 ↗ via Omni Brokerage (CRD 16878 ↗) Eric Schindler BrokerCheck CRD 1439999 ↗ via Pacific West Securities (CRD 6390 ↗) Jeffrey Scott BrokerCheck CRD 2277984 ↗ via Pacific West Securities (CRD 6390 ↗) Michael Steinthal BrokerCheck CRD 435071 ↗ via Primex (CRD 29394 ↗) Barrett Brown BrokerCheck CRD 2416735 ↗ via Regent Capital Group (CRD 126881 ↗) Brian Levy BrokerCheck CRD 4929320 ↗ via Regent Capital Group (CRD 126881 ↗) Jessie Torres BrokerCheck CRD 5554349 ↗ via T R Winston (CRD 10571 ↗) Adam Stern BrokerCheck CRD 5473903 ↗ via Welton St Investments (CRD 132111 ↗) Bill Keyserling BrokerCheck CRD 5334124 ↗ via Welton St Investments (CRD 132111 ↗) Brett O'Keefe BrokerCheck CRD 5087640 ↗ via Welton St Investments (CRD 132111 ↗) Cilff Gustin BrokerCheck CRD 5108462 ↗ via Welton St Investments (CRD 132111 ↗) Greg Cohn BrokerCheck CRD 5071328 ↗ via Welton St Investments (CRD 132111 ↗) |
| EDGAR ↗ | Jun 22, 2010 D/A File 021-126987 | $353,607 | $0 | $633,000 | David Rumsey BrokerCheck CRD 5461014 ↗ via Pacific West Securities (CRD 6390 ↗) Wes Larson no CRD number reported via Pacific West Securities (CRD 6390 ↗) Donna Stevenson BrokerCheck CRD 2856535 ↗ via Pacific West Securities (CRD 6390 ↗) E. Richard Giglio BrokerCheck CRD 2457836 ↗ via K-One Investment Mike Bendix BrokerCheck CRD 5379777 ↗ via Omni Brokerage (CRD 16878 ↗) Matt Shannahan no CRD number reported via American Independent Securities Group (CRD 135288 ↗) Meridee Olsen BrokerCheck CRD 4509924 ↗ via Omni Brokerage (CRD 16878 ↗) Ryan Smith BrokerCheck CRD 4340304 ↗ via OMNI Brokerage (CRD 16878 ↗) John Kosmicki BrokerCheck CRD 2093885 ↗ via Questar Capital (CRD 43100 ↗) Greg Collins no CRD number reported via American Portfolios (CRD 18487 ↗) George Veater BrokerCheck CRD 1482361 ↗ via Sigma Financial (CRD 14303 ↗) Michael Blackmore BrokerCheck CRD 2879954 ↗ via Sammons Financial (CRD 115368 ↗) Jim Mohan BrokerCheck CRD 2449709 ↗ via Sammons Financial (CRD 115368 ↗) Jim Weishaar BrokerCheck CRD 2537959 ↗ via Sammons Financial (CRD 115368 ↗) Joseph Insalaco BrokerCheck CRD 2978175 ↗ via OMNI Brokerage (CRD 16878 ↗) Janet Stanley BrokerCheck CRD 4877898 ↗ via Questar Capital (CRD 43100 ↗) Cheryl Kitashima BrokerCheck CRD 729389 ↗ via Centaurus Financial (CRD 30833 ↗) Stan Kitashima BrokerCheck CRD 2704782 ↗ via Centaurus Financial (CRD 30833 ↗) John Hutcherson BrokerCheck CRD 1052546 ↗ via Ameriprise Financial (CRD 6363 ↗) Daniel McPherson BrokerCheck CRD 4964802 ↗ via Sammons Financial (CRD 115368 ↗) Padma Chintapalli BrokerCheck CRD 3041617 ↗ via OMNI Brokerage (CRD 16878 ↗) Jack Creighton BrokerCheck CRD 1495897 ↗ via OMNI Brokerage (CRD 16878 ↗) Les Goldstein BrokerCheck CRD 1300590 ↗ via Sigma Financial (CRD 14303 ↗) |
| EDGAR ↗ | May 10, 2010 D File 021-141723 | $200,000 (est.) | $0 | $40,000 (est.) Reimbursement of Organization and Offering Expenses. | Select Capital Corporation BrokerCheck CRD 145997 ↗ via Select Capital Corporation (CRD 145997 ↗) J.P. Turner & Company, L.L.C. BrokerCheck CRD 43177 ↗ via J.P. Turner & Company, L.L.C. (CRD 43177 ↗) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this entity is listed on (latest filing per offering, per issuer).
Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | BR HPE Zero Coupon, DST group: Br Diversified | Executive Officer | Oct 20, 2026 | D | $69,986,627 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $100,000 similar: $15,000–$100,000 |
| EDGAR ↗ | BR Diversified Industrial Portfolio 8, DST group: Br Diversified | Executive Officer | Jun 1, 2026 | D | $58,423,431 similar: $3,160,078–$25,000,000 | $0 | 0 similar: 4–53 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Diversified Industrial Portfolio 6, DST group: Br Diversified | Executive Officer | May 19, 2026 | D/A | $71,017,713 similar: $3,160,078–$25,000,000 | $71,017,713 | 128 similar: 4–53 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Diversified Industrial Portfolio 7, DST group: Br Diversified | Executive Officer | Feb 10, 2026 | D | $60,051,084 similar: $3,160,078–$25,000,000 | $895,833 | 3 similar: 4–53 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Parkview Multifamily, DST group: Br Diversified | Executive Officer Affiliate of Sponsor | Jan 22, 2026 | D | $39,486,498 similar: $4,000,000–$20,000,000 | $120,000 | 1 similar: 4–46 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Skytop Multifamily, DST group: Br Diversified | Executive Officer Affiliate of Sponsor | Oct 2, 2025 | D | $45,410,114 similar: $4,000,000–$20,000,000 | $0 | 0 similar: 4–46 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Diversified Industrial Portfolio 6, DST group: Br Diversified | Executive Officer | Sep 3, 2025 | D | $71,017,713 similar: $3,160,078–$25,000,000 | $0 | 0 similar: 4–53 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Churchill Downs, DST group: Br Diversified | Executive Officer Affiliate of Sponsor | Jun 6, 2025 | D | $37,778,539 similar: $4,000,000–$20,000,000 | $0 | 0 similar: 4–46 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Diversified Industrial Portfolio V, DST group: Br Diversified | Executive Officer Affiliate of the Sponsor | Mar 5, 2025 | D | $36,717,523 similar: $3,000,000–$20,000,000 | $506,799 | 1 similar: 4–26 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Amira, DST group: Br Diversified | Executive Officer Affiliate of the Sponsor | Dec 6, 2024 | D | $66,041,529 similar: $4,000,000–$20,000,000 | $0 | 0 similar: 4–46 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Diversified Industrial Portfolio IV, DST group: Br Diversified | Executive Officer affiliate of the Sponsor | Oct 15, 2024 | D | $31,642,308 similar: $3,000,000–$20,000,000 | $0 | 0 similar: 4–26 | $100,000 similar: $25,000–$100,000 |
| EDGAR ↗ | BR Beach House, DST group: Br Diversified | Promoter | May 23, 2016 | D | $21,344,436 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Four Corners Orlando, DST group: Br Diversified | Promoter Sponsor of the Issuer | Mar 3, 2016 | D | $16,421,134 similar: $1,675,000–$12,980,153 | $133,455 | 1 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Clearwater, DST group: Br Diversified | Promoter Sponsor of the Issuer | Dec 10, 2015 | D/A | $19,113,038 similar: $1,675,000–$12,980,153 | $14,141,363 | 44 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Clearwater, DST group: Br Diversified | Promoter Sponsor of the Issuer | Nov 6, 2015 | D/A | $19,113,038 similar: $1,675,000–$12,980,153 | $3,477,526 | 9 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Clearwater, DST group: Br Diversified | Promoter Sponsor of the Issuer | Oct 21, 2015 | D/A | $19,113,038 similar: $1,675,000–$12,980,153 | $1,300,000 | 2 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Clearwater, DST group: Br Diversified | Promoter Sponsor of the Issuer | Oct 5, 2015 | D/A | $19,113,038 similar: $1,675,000–$12,980,153 | $619,526 | 2 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Clearwater, DST group: Br Diversified | Promoter Sponsor of the Issuer | Sep 30, 2015 | D | $19,113,038 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Ansley, DST group: Br Diversified | Promoter Sponsor of the Issuer | Jul 11, 2014 | D | $14,027,121 similar: $125,000–$125,000 | $1,000,000 | 1 similar: 124–125 | $225,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Bluerock Residential Growth REIT, Inc. group: Br Diversified | Promoter Sponsor of the Issuer | Mar 24, 2014 | D | $15,200,000 similar: $125,000–$125,000 | $0 | 0 similar: 124–125 | No minimum reported similar: $1,000–$1,000 |
| EDGAR ↗ | BR Alamance, DST group: Br Diversified | Promoter Sponsor of the Issuer. | Mar 10, 2014 | D | $10,982,227 similar: $125,000–$125,000 | $5,256,091 | 8 similar: 124–125 | $225,000 similar: $1,000–$1,000 |
| EDGAR ↗ | BR Diversified Net Lease Portfolio, DST group: Br Diversified | Promoter "Manager of the Issuer (the ""Manager"")" | Jun 10, 2013 | D | $7,661,490 similar: $1,815,000–$10,000,000 | $0 | 0 similar: 7–33 | $225,000 similar: $20,000–$50,000 |
| EDGAR ↗ | Bluerock Growth Fund, LLC group: Br Diversified | Promoter "Manager of the Issuer (the ""Manager"")" | May 9, 2013 | D/A | $15,000,000 similar: $1,675,000–$12,980,153 | $2,482,500 | 48 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | Bluerock Growth Fund, LLC group: Br Diversified | Promoter "Manager of the Issuer (the ""Manager"")" | Jan 29, 2013 | D | $2,600,000 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Chace Lake, DST group: Br Diversified | Promoter | Aug 30, 2012 | D | $12,630,565 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $225,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BRL Indian Springs, LLC group: Br Diversified | Promoter | Jan 31, 2012 | D | $2,700,000 similar: $1,675,000–$12,980,153 | $833,500 | 19 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | Bluerock Special Opportunity Income Fund III, LLC group: Br Diversified | Promoter | Jan 13, 2012 | D | $25,000,000 similar: $2,250,000–$16,950,000 | $0 | 0 similar: 5–32 | $50,000 similar: $15,000–$100,000 |
| EDGAR ↗ | BR Nashville Stonebrook, DST group: Br Diversified | Promoter | Jan 13, 2012 | D/A | $8,673,359 similar: $1,675,000–$12,980,153 | $684,000 | 4 similar: 5–37 | $150,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Nashville Stonebrook, DST group: Br Diversified | Promoter | Dec 28, 2011 | D | $8,673,359 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $150,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Marietta, LLC group: Br Diversified | Promoter | Jun 16, 2011 | D | $7,949,505 similar: $1,815,000–$10,000,000 | $7,949,505 | 6 similar: 7–33 | No minimum reported similar: $20,000–$50,000 |
| EDGAR ↗ | BR Chapel Hill Investment, LLC group: Br Diversified | Promoter | Jun 15, 2011 | D/A | $3,000,000 similar: $1,675,000–$12,980,153 | $2,287,965 | 48 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Chapel Hill Investment, LLC group: Br Diversified | Promoter | Mar 29, 2011 | D | $3,000,000 similar: $1,675,000–$12,980,153 | $0 | 0 similar: 5–37 | $50,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BEMT Advisor Investment, LLC group: Br Diversified | Promoter | Feb 10, 2011 | D | $5,000,000 similar: $1,815,000–$10,000,000 | $750,000 | 3 similar: 7–33 | $250,000 similar: $20,000–$50,000 |
| EDGAR ↗ | BR Senior Secured Debenture Trust, LLC group: Br Diversified | Promoter | Aug 10, 2010 | D/A | $25,000,000 similar: $125,000–$125,000 | $1,947,000 | 25 similar: 124–125 | $24,000 similar: $1,000–$1,000 |
| EDGAR ↗ | BR VALLEY TOWNHOMES DST group: Br Diversified | Promoter | Jul 14, 2010 | D/A | $19,567,189 similar: $1,675,000–$12,980,153 | $17,909,634 | 54 similar: 5–37 | $1,000 similar: $25,000–$86,942 |
| EDGAR ↗ | BR PLAZA GARDENS DST group: Br Diversified | Promoter | Jun 22, 2010 | D/A | $8,620,783 similar: $1,675,000–$12,980,153 | $5,051,536 | 30 similar: 5–37 | $37,723 similar: $25,000–$86,942 |
| EDGAR ↗ | BR Tech Ridge Investment, LLC group: Br Diversified | Executive Officer, Promoter Manager of BR Tech Ridge Investment, LLC. | May 10, 2010 | D | $2,000,000 similar: $1,675,000–$12,980,153 | $125,000 | 3 similar: 5–37 | $100,000 similar: $25,000–$86,942 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (7 industry/exemption sets on this page); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as Bluerock Real Estate, L.L.C.. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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