Form 4: Bluerock Total Income Real Estate Fund Trustee Acquires Additional Shares

Trustee I. Bobby Majumder acquired 180.3752 shares of Bluerock Total Income (plus) Real Estate Fund on September 30, 2024, as part of the trustee compensation plan.

Summary

• On September 30, 2024, I. Bobby Majumder, a trustee of Bluerock Total Income (plus) Real Estate Fund, acquired 180.3752 shares of Class I Shares.
• The shares were acquired at a price of $27.72 per share.
• This transaction increased Majumder's direct ownership to 2,713.69 shares.
• The acquisition is part of the trustee's compensation plan, where each independent trustee receives $5,000 worth of Class I Shares per quarter, totaling $20,000 annually.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive as it reflects a trustee increasing their stake in the company, which can be interpreted as a sign of confidence. However, it's primarily a routine compensation-related transaction.

Positives

• The acquisition reflects continued alignment of the trustee's interests with those of the shareholders.

Industry Context

Acquisitions of shares by company insiders, such as trustees, are often viewed as a sign of confidence in the company's future prospects. This is a routine transaction related to trustee compensation.

Related Party Transactions

• The acquisition of shares by the trustee as part of their compensation plan constitutes a related party transaction.

Stakeholder Impact

• The transaction has a minor positive impact on shareholders as it aligns the trustee's interests with theirs.

Key Dates

Keywords

Bluerock Total Income (plus) Real Estate Fund, Trustee, Share Acquisition, Form 4, TIPWX, Compensation Plan, Beneficial Ownership