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Upturn AI Summary
Bluerock Private Real Estate Fund(BPRE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BPRE
10/08/2026: BPRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
BPRE is an interval fund providing retail investors with access to institutional-quality, income-generating multifamily real estate. Its primary strength lies in offering a diversified private real estate portfolio that is less correlated with daily public stock market swings. It is intended for long-term investors looking for a consistent income stream rather than daily liquidity. Investors should be aware of the liquidity limitations inherent in interval funds and the risks associated with the real estate market, such as interest rate changes and sector-specific downturns. It is best suited for those with a long investment horizon who can withstand reduced liquidity.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund prioritizes stable income over aggressive price appreciation. |
| Momentum investor | Weak fit | The lack of daily price discovery makes it unsuitable for short-term momentum strategies. |
| Value investor | Strong fit | Long-term value investors may appreciate the underlying asset-backed valuation approach. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent income distributions. |
| Low-risk investor | Mixed fit | While less volatile than public markets, the underlying illiquidity remains a significant risk factor. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking income and diversification who do not require immediate access to their capital.
Suitability
Best for passive, long-term investors; not suitable for active traders or those needing liquid savings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The structure of the fund smooths out daily market price fluctuations. |
| Market risk | Medium | Real estate values are sensitive to interest rates and economic cycle changes. |
| Concentration | High | The focus on the multifamily sector makes it susceptible to specific housing market downturns. |
| Tracking/expense | Medium | Management fees and performance allocations impact net investor returns. |
| Liquidity | High | Quarterly repurchase offers mean investors cannot easily exit their positions on demand. |
| Business/sector quality | Medium | The quality of the properties determines the sustainability of income payments. |
Risk Analysis
Volatility
BPRE exhibits lower volatility compared to public REIT indices due to the appraisal-based valuation methodology.
Market Risk
The fund carries specific risks related to multifamily real estate supply-demand dynamics and capital market conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Real Estate | Direct Multifamily Property Equity | 85 | This provides core exposure to income-producing apartment communities in high-growth U.S. markets. |
| Fixed-income type | Real Estate Debt and Mezzanine Loans | 10 | Debt investments provide additional yield and downside protection compared to pure equity holdings. |
| Cash/collateral | Cash and Liquid Equivalents | 5 | Cash is maintained for operational liquidity and to manage potential investor redemptions. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -2.34% | Avg. Invested days 18 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 4, 2026
Fund Basics
| Metric | Value |
|---|---|
| Issuer | Bluerock Fund Advisors, LLC |
| Inception | Apr 1, 2014 |
Performance
| Period | Total Return |
|---|---|
| YTD | -8.55% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 3.84% |
| 3Y Volatility | 3.05% |
| 3Y Sharpe Ratio | -3.5 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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