Updated on: October 7, 2025 National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Bluerock Total Income+ Real Estate Fund (TI+) to their customers.
On September 25, 2025, shareholders voted to approve BlueRock Total Income+ Real Estate Fund’s plan to list its shares on the New York Stock Exchange (NYSE), with trading expected to begin in December 2025. While the listing could offer investors increased liquidity, $760 million in redemption requests earlier this year should forewarn investors that shares may trade below their net asset value (NAV), potentially resulting in substantial investor losses.
If your financial advisor recommended Bluerock Total Income+ Real Estate Fund, or other alternative investments that may have caused you losses, you may be entitled to a financial recovery through FINRA arbitration. Contact KlaymanToskes’ team of experienced securities attorneys for a free, confidential consultation at 888-997-9956 or by email at investigations@klaymantoskes.com.
Bluerock Total Income+ Real Estate Fund Approved for NYSE Listing
On September 25, 2025, shareholders voted to approve Bluerock Total Income+ Real Estate Fund’s plan to list its shares on the New York Stock Exchange (NYSE). Trading is expected to begin in December 2025. This follows years of liquidity concerns for investors who could only request a redemption of their shares quarterly, and the redemptions were not guaranteed.
If you suffered losses or are experiencing liquidity issues with Bluerock Total Income+ Real Estate Fund, or any other investments due to unsuitable recommendations by your brokerage firm or financial advisor, contact securities attorney Steven D. Toskes to discuss your recovery options at (888) 997-9956 or investigations@klaymantoskes.com for a free and confidential consultation. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Is My Financial Advisor Responsible For Losses In Bluerock Real Estate Fund?
Brokerage firms and financial advisors must consider their client’s risk tolerance prior to making recommendations, and cannot overconcentrate their customers’ accounts in any one investment product or market sector. The brokers and financial advisors who unsuitability recommended Bluerock Total Income+ Real Estate Fund may be held responsible for any financial losses sustained by investors. Contact KlaymanToskes for more information regarding your legal options.
What is Bluerock Total Income+ Real Estate Fund (TI+)?
Bluerock Total Income+ Real Estate Fund (TI+) is a non-diversified closed-end interval fund marketed as providing income, capital appreciation, and lower volatility through investments in private and public real estate. The Fund uses a multi-manager, multi-strategy approach, allocating capital across institutional private real estate funds, public REITs, and real estate-related debt in sectors such as industrial, multifamily, and life sciences. While TI+ offers investors access to institutional-quality real estate, it provides only limited liquidity through quarterly share repurchases and carries a high expense ratio—1.83% gross and 1.70% net after fee waivers, according to Bluerock marketing materials. TI+ involves significant risks related to fees, illiquidity, and market volatility that may not be suitable for all retail investors.
KlaymanToskes encourages investors who suffered losses or liquidity issues in Bluerock Total Income (TI+) or any other alternative investment to contact the firm for a free, confidential consultation at (888) 997-9956 or by email at investigations@klaymantoskes.com.
What Are the Risks of Investing in Bluerock Real Estate Fund?
Bluerock’s marketing materials identify numerous risk associated with the fund, including, “Investing in the Fund involves risks, including the risk that you may receive little or no return on your investment or that you may lose part or all of your investment.”
If your financial advisor or brokerage firm omitted or misrepresented the risks of the investment to you, you may be entitled to recover your investment losses through a FINRA arbitration claim.
KlaymanToskes is a leading national securities and investment loss law firm that represents the interests of investors throughout the world who have suffered losses due to broker misconduct, investment fraud, and securities violations.
If you suffered losses in Bluerock Total Income+ Real Estate Fund, or any other investments, contact securities attorney Steven D. Toskes to discuss your recovery options at (888) 997-9956 or fill out a short contact form for a free and confidential consultation.
The firm has helped recover over $600 million for investors (exclusive of attorneys fees and costs), and can help you determine if your loss is due to financial advisor misconduct, unsuitable investment advice, and/or other securities violations.
Bluerock Total Income+ Real Estate Fund Investment Losses
Potential conflicts of interest may arise when issuers incentivize brokers/investment advisors with substantial commissions to promote their financial products. A problem often associated with investment recommendations in products such as Bluerock is the high sales commissions brokers typically earn for selling these investments. A representative that recommends investments for the purpose of being compensated through increased commissions, and enriches themselves rather than benefiting the client, is violating securities laws.
Can I File a Lawsuit to Recover Losses?
To recover investment losses, you do not go through the traditional court system with a lawsuit. The only remedy is through a FINRA arbitration, a specific process designed for these types of disputes. This process involves presenting your case to a panel set by the Financial Industry Regulatory Authority (FINRA), not a courtroom. This approach is streamlined and focused on investment disputes, making it a suitable and effective way for investors to seek compensation for losses caused by financial advisors or brokerage firms.
What is a FINRA Arbitration Claim?
FINRA (the Financial Industry Regulatory Authority) is a self-regulatory organization that oversees brokers and brokerages. In the event of a dispute between an investor and their financial advisor, investors can choose to file a FINRA arbitration claim. FINRA is overseen by the Securities and Exchange Commission (“SEC”).
The arbitration process is designed to be much faster than the court system and allows both parties to present their case before a panel of arbitrators. The arbitrators will then decide how to resolve the dispute, including ordering the advisor to pay damages for any losses suffered by the investor.
If you suffered losses in Bluerock Total Income+ Real Estate Fund investments or any other investments, contact attorney Steven D. Toskes, at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Signs Investors Should Look Out For About Their Brokerage Accounts
As an investor, there are signs that you should look out for if you believe you have a claim against your broker/advisor for unsuitable investment recommendations in Bluerock Total Income+ Real Estate Fund. These signs could potentially indicate misconduct, negligence, or other securities violations. Investors are encouraged to contact our firm immediately if you have experienced any of the following:
- You have substantial losses in your investment accounts
- You received a call, email, or other communication from your broker’s supervisor or manager regarding your portfolio
- Your broker misrepresented investment opportunities, or failed to disclose details about investments
- You notice unauthorized transactions in your investment accounts
- Your broker is not returning your calls or emails
- You filed a complaint with your brokerage firm that has not been resolved
- You see a mistake on your statement, or receive a fraudulent statement
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships. Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised.
At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
Consult an Attorney to Discuss Your Bluerock Real Estate Fund Investment
If you purchased unsuitable Bluerock Total Income+ Real Estate Fund, or any other unsuitable investments through your financial advisor/brokerage firm, and suffered significant losses, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
