Bluerock Total Income + Real Estate Fund (TIPRX) · NASDAQ:TIPRX
Bluerock Total Income + Real Estate Fund (TIPRX) — BR Diversified Industrial Portfolio I, DST — Investor Presentation (2022)
32 slides from Bluerock Total Income + Real Estate Fund (TIPRX)'s investor presentation, Aug 29, 2022
Slide 1: BR Diversified Industrial Portfolio I, DST
BR Diversified Industrial 1 Portfolio I, DST AVAILABLE FOR §1031 EXCHANGE & DIRECT INVESTMENT 6056 ENTERPRISE PROPERTY ADAM AIRCRAFT PROPERTY TUCKER STREET PROPERTY CORNATZER PROPERTY 6015 ENTERPRISE PROPERTY Investors are purchasing Interests in the pictured properties FOR ACCREDITED INVESTORS ONLY
Slide 2: About 1031 Exchanges
2 About 1031 Exchanges Section 1031 of the Internal Revenue Code (“Section 1031”) provides that, in general, no gain or loss shall be recognized on the exchange of like-kind real property held for productive use in a trade or business, or for investment. A tax-deferred exchange is a method by which
Slide 3: Risk Factors
3 Risk Factors The securities offered herein are highly speculative and involve substantial risks. Do not acquire an Interest if you cannot afford to lose your entire investment. Carefully consider the risks described below, as well as the other information in the Memorandum before making a decision
Slide 4: Agenda
4 Agenda Bluerock Overview The Industrial Re-Revolution Offering Overview Key Investment Considerations Properties Overview Offering Overview Summary of Master Lease FMV Option / About 721 Exchange Property Abstracts
Slide 5: Bluerock: An Institutional Asset Management Firm
5 Bluerock: An Institutional Asset Management Firm QUICK FACTS Principals with 100+ Years All Strategies & Sectors of Real Combined Experience Across Estate Across Multiple Market Cycles Headquartered in New Multiple Market Cycles1 York with offices Debt | Equity | Office | Retail | Multifamily Exte
Slide 6: About Bluerock Value Exchange
6 About Bluerock Value Exchange ABOUT: POTENTIAL BENEFITS: National sponsor of syndicated 1031 Targeted attractive current distribution Exchange offerings rates Focus on Class A properties that seek Passive ownership Efficient and timely tax reporting to deliver stable cash flows and poten
Slide 7: Bluerock Management Team with Significant Industrial Sector Real Estate Investment Experience
7 Bluerock Management Team with Significant Industrial Sector Real Estate Investment Experience Industrial Sector Well-aligned Multiple Market Cycle Investment Experience1 Management Team $161+ Billion 30 Years All Industrial 3,240+ Properties Average Experience Sub-sectors # PROPERTIES SQUARE FEET
Slide 8: The Industrial Re-Revolution
8 The Industrial Re-Revolution: How modern logistics and e-commerce have transformed the U.S. economy and how people live, work, and spend
Slide 9: Robust Market Fundamentals: Record Absorption, High Rent Growth
FOR ACCREDITED INVESTIORS ONLY 9 Robust Market Fundamentals: Record Absorption, High Rent Growth QUARTERLY NET ABSORPTION (MSF)1 | Q1 2012-Q2 2022 RENT AND VACANCY TRENDS | 2019-Q2 20222 96%+ Occupancy 20222 ASKING RENT GROWTH TRENDS | Q1 2012-Q2 20221 Record High Asking Rent2 Q2 2022: Lowest vacanc
Slide 10: Industrial Real Estate: Attractive Historical Returns and a Clear Market Leader
FOR FINANCIAL PROFESSIONAL USE ONLY 10 Industrial Real Estate: Attractive Historical Returns and a Clear Market Leader Post 2008-09 Recession Industrial real estate is a defensive sector that has exhibited consistent fundamentals across diverse market cycles NCREIF INDUSTRIAL ANNUAL RETURNS | 1978-2
Slide 11: The Offering
11 The Offering BR Diversified Industrial Portfolio I, DST
Slide 12: Overview
12 Overview Five Property Industrial Portfolio Located in Growth Markets Across the Nation BR Diversified Industrial Portfolio I (the “Parent Trust”) represents an opportunity to invest in a five-property industrial portfolio in geographically diverse growth markets with strong tenants with long ter
Slide 13: Five Properties: Growth Markets Across the Nation
13 Five Properties: Growth Markets Across the Nation
Slide 14: Portfolio Tenant Summary
14 Portfolio Tenant Summary Portfolio weighted average lease term of 8.8 years Adam Aircraft 3020 Tucker Street 6015 Enterprise Park 6056 Enterprise Park Cornatzer Property Wyatts Towing: the largest American Tire Liberty Tire Recycling: Pfizer, Inc (NYSE: PFE): DEX Truck Parts: a provider of priv
Slide 15: Key Investment Considerations
15 Key Investment Considerations Geographically diversified industrial portfolio in high demand regions leased to creditworthy tenants in mission critical locations. 100% net leased portfolio provides very few landlord responsibilities while tenants bear the cost of all operating expenses in add
Slide 16: Offering Overview
16 OFFERING OVERVIEW Available for: §1031 Exchange & Direct Investment
Slide 17: Offering Overview
17 Offering Overview Minimum Investment: $100,000 Debt Assumption: $76,503 HIGHLIGHT DESCRIPTION Total Purchase Price: $82,122,793 Offering Amount: $46,527,793 Loan Amount: $35,595,000 43.34% LTC, 5-yr Term, Loan Terms2: 4.55% fixed interest rate, 5-year term, five 1-year extensions, full term i
Slide 18: Business Plan
18 Business Plan The Sponsor’s investment objectives include: i. preserve investors’ capital investment; ii. make monthly distributions starting at 3.75% to 4.75%, which may be partially tax-deferred as a result of depreciation and amortization expenses; iii. provide institutional property managemen
Slide 19: Summary of Master Lease
19 SUMMARY OF MASTER LEASE
Slide 20: Summary of the Master Leases
20 Summary of the Master Leases Each Property will be leased by its respective Operating Trust to its respective Master Tenant pursuant to its respective Master Lease Each Master Lease is, with certain exceptions regarding Landlord Costs, an “absolute net” lease allocating to the applicable Mast
Slide 21: FMV Option / About 721 Exchanges
21 FMV Option / About 721 Exchanges
Slide 22: What is a 721 UPREIT Exchange?
22 What is a 721 UPREIT Exchange? FMV OPTION This Offering is designed to provide investors with exit options that include a tax-efficient contribution of the Property via an UPREIT transaction under Code Section 721 or a sale of the Property at a profit within approximately five to seven years. Acc
Slide 23: 721 Exchange Process Overview
23 721 Exchange Process Overview The following represents the two-step process of a Section 721 exchange in a DST/UPREIT platform: 1. DST Phase: The investor sells the 2. OP Unit Phase: Beginning after a two-year holding period, relinquished property and completes a section the REIT's operating part
Slide 24: Potential Benefits of 721 Exchanges
24 Potential Benefits of 721 Exchanges 1. Tax Deferral: Investor’s exchange of DST interests into OP Units qualifies for tax deferral under Section 721 2. Diversification: Following an UPREIT conversion, investors will own interest in a large, highly diversified portfolio of income producing, instit
Slide 25: Property Abstracts
25 Property Abstracts
Slide 26: Property Overview: 6015 Enterprise and 6056 Enterprise, Sanford, NC
26 Property Overview: 6015 Enterprise and 6056 Enterprise, Sanford, NC MODERN BUILDINGS Two new, class A single-tenant buildings. Built in 2021 26’ clear heights Excellent ingress and egress to US Route 1. GROWTH METRO Located in the booming Raleigh-Durham industrial market, highlighted by
Slide 27: Property Overview: 6015 Enterprise and 6056 Enterprise, Sanford, NC
Property Overview: 6015 Enterprise and 6056 27 Enterprise, Sanford, NC 6056 ENTERPRISE PROPERTY 6015 ENTERPRISE PROPERTY The foregoing tenant overviews are for informational purposes with respect to the tenants of the properties owned by the trusts. These companies have not endorsed this Offering, n
Slide 28: Property Overview: Tucker Street, Burlington, NC
28 Property Overview: Tucker Street, Burlington, NC ACCESSIBLE LOCATION Positioned on nearly 10 acres with superb access just two miles southwest of Interstate 40. Located just three miles south of Downtown Burlington and three miles east of the Burlington Alamance Regional Airport. STRONG MARKE
Slide 29: Property Overview: Cornatzer, Advance, NC
29 Property Overview: Cornatzer, Advance, NC THE BUILDING The DEX Property provides its single-tenant, DEX Truck Parts, with a difficult to replicate layout, offering one drive-in door, 23 dock-high doors, and clear heights ranging from 22’ to 40’. Provides exceptional yard space, positioned on
Slide 30: Property Overview: Adam Aircraft, Englewood, CO
30 Property Overview: Adam Aircraft, Englewood, CO DIFFICULT TO REPLICATE OUTDOOR STORAGE Located within the core of the Denver Southeast Industrial submarket with proximity to the Centennial Airport and nearby access to major thoroughfares such as Interstate 25, Arapahoe Road, Parker Road, and Co
Slide 31: Property Overview Cont'd: Adam Aircraft, Englewood, CO
31 Property Overview Cont’d: Adam Aircraft, Englewood, CO The foregoing tenant overviews are for informational purposes with respect to the tenants of the properties owned by the trusts. These companies have not endorsed this Offering, nor would an investment in the Parent Trust involve an investmen
Slide 32: How to Invest
32 How to Invest To learn more, please contact Bluerock Capital Markets, LLC 877-826-BLUE (2583) Brochure Term Sheet Memorandum
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