Advisor Invests $14 Million in Private Real Estate Fund with 9% Yield and 13% Tax Equivalent Income
Pasadena Private Wealth added $14 million to its position in the Bluerock Private Real Estate Fund (BPRE) in Q1 2026, increasing its stake to 4.4% of its reportable assets. The fund's total position value rose by $16.34 million, reflecting both the purchase and market price movement. The fund offers a 9% yield and 13% tax equivalent income.
Topics: Bluerock Private Real Estate Fund Pasadena Private Wealth SEC filing share purchase