Bluerock Total Income+ Real Estate Fund Class L
TIPLX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
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U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
BLUEROCK
Manager/Tenure
(Years)
(Years)
Adam Lotterman (11), Jordan B. Ruddy (11), John W. Vojticek (8), 3 others
Address
BLUEROCK
Southfield MI - 48075
Southfield MI - 48075
Country
United States
Phone Number
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Investment Strategy
The investment seeks to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets. The fund pursues its investment objectives by investing, under normal circumstances, at least 80% of net assets, plus the amount of any borrowings for investment purposes, in "real estate industry securities," primarily in income producing equity and debt securities. It invests in debt securities of any duration or maturity. The fund is non-diversified.