Bluerock Total Income + Real Estate Fund (TIPRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerBluerock Total Income + Real Estate Fund (TIPRX) trades at $24.76. Bluerock Total Income + Real Estate Fund (TIPRX) is a closed-end interval fund focused on generating current income and long-term capital appreciation. Sector: Real estate.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for TIPRX: TIPRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Bluerock Total Income + Real Estate Fund (TIPRX) Real Estate Portfolio & Strategy
Bluerock Total Income + Real Estate Fund is a closed-end interval fund specializing in real estate investments, including institutional-private-equity-real-estate and public securities. TIPRX aims to provide current income and long-term capital appreciation with low volatility and correlation to broader markets, distinguishing itself through its focus on private equity real estate.
What Is the Investment Thesis for TIPRX?
With a market capitalization of $3.63 billion and a beta of -0.00, TIPRX offers a low-volatility investment option within the real estate sector. The fund's strategy of investing alongside major endowments and pension funds provides access to exclusive real estate opportunities, potentially generating higher returns than traditional REITs. A key value driver is the fund's ability to generate current income while also pursuing long-term capital appreciation. The focus on low correlation to broader markets makes TIPRX a valuable diversification tool. Potential risks include the illiquidity of private equity investments and the impact of interest rate changes on real estate valuations.
Based on FMP financials and quantitative analysis
TIPRX Key Highlights
Market capitalization of $3.63 billion indicates substantial size and investor confidence.
- Beta of -0.00 suggests the fund has virtually no correlation to the broader market, offering diversification benefits.
- Focus on institutional-private-equity-real-estate securities provides access to exclusive investment opportunities.
- Investment strategy aims to generate current income and long-term capital appreciation.
- Low to moderate volatility target makes it a noteworthy option for risk-averse investors.
Who Are TIPRX's Competitors?
TIPRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| EQIX Equinix, Inc. | $1025.72 | +1.32% | $101B | 65 5-pillar |
| AMT American Tower Corporation (REI | $162.20 | +0.71% | $75.6B | 71 5-pillar |
| IRM Iron Mountain Incorporated | $113.39 | +2.03% | $33.7B | 57 5-pillar |
| CCI Crown Castle Inc. | $66.44 | +0.48% | $29.0B | 54 5-pillar |
| SBAC SBA Communications Corporation | $158.49 | +0.30% | $16.8B | 63 5-pillar |
| LAMR Lamar Advertising Company | $144.12 | +0.54% | $14.6B | 79 5-pillar |
| WY Weyerhaeuser Company | $18.47 | -0.65% | $13.3B | 49 5-pillar |
| GLPI Gaming and Leisure Properties, Inc. | $37.68 | +0.24% | $10.7B | 80 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TIPRX's Key Strengths?
Access to exclusive private equity real estate deals.
- Low correlation to broader markets.
- Experienced management team.
- Diversified portfolio of real estate assets.
What Are TIPRX's Weaknesses?
Illiquidity of private equity investments.
- Dependence on partnerships with endowments and pension funds.
- Potential for higher management fees compared to traditional REITs.
- Complexity of investment strategy.
What Are the Key Risks for TIPRX?
Rising interest rates could negatively impact real estate values and increase borrowing costs.
- Economic downturns could reduce demand for real estate and impact rental income.
- Illiquidity of private equity investments could limit the fund's ability to respond to market changes.
- Dependence on partnerships with endowments and pension funds could create concentration risk.
What Threats Does TIPRX Face?
- Changes in interest rates.
- Economic downturns affecting real estate values.
- Increased competition from other real estate investment funds.
- Regulatory changes impacting the real estate industry.
What Are TIPRX's Competitive Advantages?
- Access to Institutional-Private-Equity-Real-Estate: TIPRX's partnerships with major endowments and pension funds provide access to exclusive real estate investment opportunities not readily available to individual investors.
- Low Correlation to Broader Markets: The fund's investment strategy aims to maintain low correlation to broader markets, offering diversification benefits to investors.
- Experienced Management Team: TIPRX's management team has extensive experience in real estate investment and private equity, providing expertise and insights.
- Closed-End Interval Fund Structure: The fund's structure allows for periodic repurchase offers, providing investors with some liquidity while maintaining a long-term investment horizon.
What Does TIPRX Do?
Bluerock Total Income + Real Estate Fund (TIPRX) is a closed-end interval fund designed to provide investors with a blend of current income and long-term capital appreciation. The fund achieves this by investing in a diversified portfolio of real estate assets, primarily focusing on institutional-private-equity-real-estate securities and public real estate securities. These private equity investments often involve partnerships with major endowments and pension funds, allowing the fund to access exclusive real estate opportunities typically unavailable to individual investors. TIPRX's investment strategy emphasizes low to moderate volatility and low correlation to the broader markets, making it a noteworthy option for investors seeking to diversify their portfolios and mitigate risk. The fund's focus on private equity real estate provides access to potentially higher returns compared to traditional publicly traded real estate investments. The fund's structure as a closed-end interval fund allows for periodic repurchase offers, providing investors with some liquidity while maintaining a long-term investment horizon. Bluerock's approach aims to deliver consistent income and capital growth through strategic real estate investments.
What Products and Services Does TIPRX Offer?
- Invests in institutional-private-equity-real-estate securities.
- Invests in public real estate securities.
- Seeks to generate current income for investors.
- Aims for long-term capital appreciation.
- Targets low to moderate volatility.
- Maintains low correlation to broader markets.
- Partners with major endowments and pension funds for investment opportunities.
How Does TIPRX Make Money?
- Generates income through dividends and interest from real estate investments.
- Achieves capital appreciation through the sale of real estate assets.
- Collects management fees based on assets under management.
- Distributes income to investors through periodic distributions.
What Industry Does TIPRX Operate In?
Bluerock Total Income + Real Estate Fund operates within the REIT - Specialty industry, a segment of the broader real estate sector. This industry is characterized by companies that own, operate, or finance income-producing real estate across various property types. The market is influenced by factors such as interest rates, economic growth, and demographic trends. TIPRX differentiates itself by focusing on institutional-private-equity-real-estate, allowing it to tap into opportunities not readily available to traditional REITs. The competitive landscape includes other REITs and real estate investment funds, each with varying strategies and risk profiles. TIPRX's focus on low correlation to the broader markets is a key differentiator in a sector often sensitive to economic cycles.
Who Are TIPRX's Key Customers?
- Individual investors seeking income and capital appreciation.
- Financial advisors looking for real estate investment options for their clients.
- Wealth management firms seeking to diversify client portfolios.
- Institutional investors seeking exposure to private equity real estate.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved +0.0%.
TIPRX Financials
Bull Case vs Bear Case
Bull Case
- Access to exclusive private equity real estate deals.
- Low correlation to broader markets.
- Experienced management team.
- Diversified portfolio of real estate assets.
Bear Case
- Illiquidity of private equity investments.
- Dependence on partnerships with endowments and pension funds.
- Potential for higher management fees compared to traditional REITs.
- Complexity of investment strategy.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TIPRX Latest News
No recent news available for TIPRX.
TIPRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TIPRX.
Price Targets
Wall Street price target analysis for TIPRX.
TIPRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TIPRX; grades run from A+ (80-100) to F (below 30).
Leadership: Jordan B. Ruddy
CEO
Jordan B. Ruddy serves as the CEO of Bluerock Total Income + Real Estate Fund. His background includes extensive experience in real estate investment and management. He has held various leadership positions in the real estate industry, overseeing acquisitions, development, and asset management. Ruddy's expertise spans across multiple property types, including commercial, residential, and industrial real estate. He has a proven track record of creating value through strategic investments and operational improvements. His educational background includes a degree in finance and real estate.
Track Record: Under Jordan Ruddy's leadership, Bluerock Total Income + Real Estate Fund has focused on expanding its portfolio of institutional-private-equity-real-estate investments. He has overseen the implementation of strategies aimed at generating current income and long-term capital appreciation. Key milestones include forging new partnerships with endowments and pension funds and diversifying the fund's holdings across various real estate sectors. Ruddy has emphasized a disciplined investment approach and a focus on risk management.
What Investors Ask About Bluerock Total Income + Real Estate Fund (TIPRX) — Real Estate
What are the main risks for TIPRX?
The main risks for TIPRX include the illiquidity of private equity investments, which can limit the fund's ability to respond to market changes. Changes in interest rates can impact real estate values and borrowing costs. Economic downturns can reduce demand for real estate and impact rental income. Dependence on partnerships with endowments and pension funds can create concentration risk.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.