0001798922-20-000001.txt : 20200116 0001798922-20-000001.hdr.sgml : 20200116 20200116150358 ACCESSION NUMBER: 0001798922-20-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200116 DATE AS OF CHANGE: 20200116 EFFECTIVENESS DATE: 20200116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BR Everwood, DST CENTRAL INDEX KEY: 0001798922 IRS NUMBER: 846854265 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-358264 FILM NUMBER: 20530561 BUSINESS ADDRESS: STREET 1: 1345 AVENUE OF THE AMERICAS, 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10105 BUSINESS PHONE: 2128431601 MAIL ADDRESS: STREET 1: 1345 AVENUE OF THE AMERICAS, 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10105 D 1 primary_doc.xml X0708 D LIVE 0001798922 BR Everwood, DST 1345 AVENUE OF THE AMERICAS, 32ND FLOOR NEW YORK NY NEW YORK 10105 2128431601 DELAWARE None None Other Delaware statutory trust true 2019 R. Ramin Kamfar 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Founder and Chief Executive Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Joshua M. Hoffman 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer President of Bluerock Value Exchange, LLC, the Sponsor. Jordan B. Ruddy 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Chief Operating Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Michael L. Konig 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Senior Vice President - General Counsel of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Ryan S. MacDonald 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Chief Acquisitions Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Sarah Girand 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Senior Vice President - Asset Management of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Caroline Johnson 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Vice President - Finance of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. BR Everwood DST Manager LLC 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Manager of the Issuer and an affiliate of the Sponsor. Bluerock Value Exchange LLC 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Promoter Sponsor. Bluerock Real Estate L.L.C. 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Promoter An affiliate of the Sponsor. Residential Decline to Disclose 06b false true true true Beneficial interests in a Delaware statutory trust. false 100000 Bluerock Capital Markets LLC 136974 None None 4100 Newport Place Suite 720 Newport Beach CA CALIFORNIA 92660 All States false EMERSON EQUITY LLC 130032 None None 155 BOVET ROAD, SUITE 725 SAN MATEO CA CALIFORNIA 94402 All States false CAPULENT LLC 155155 None None 4144 N 44TH STREET STE 3 PHOENIX AZ ARIZONA 85018 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS IA IOWA LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MT MONTANA NE NEBRASKA NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA RI RHODE ISLAND TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WI WISCONSIN false GREAT POINT CAPITAL LLC 114203 None None 200 WEST JACKSON BLVD. SUITE 1000 CHICAGO IL ILLINOIS 60606 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WI WISCONSIN false LIGHTPATH CAPITAL, INC 34617 None None 1453 THIRD STREET PROMENADE SUTIE 315 LOS ANGELES CA CALIFORNIA 90401 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA IL ILLINOIS MA MASSACHUSETTS MT MONTANA NV NEVADA NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA OR OREGON TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false CAMBRIDGE INVESTMENT RESEARCH, INC. 39543 None None 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556-875 All States false MURIEL SIEBERT & CO., INC. 5376 None None 120 WALL STREET 25TH FLOOR NEW YORK NY NEW YORK 10005 All States false THORNHILL SECURITIES, INC. 22333 None None 5906 OLD FREDERICKSBURG RD. STE. 201 AUSTIN TX TEXAS 78749 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false CONCORDE INVESTMENT SERVICES, LLC 151604 None None 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 All States false AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. 18487 None None 4250 VETERANS MEMORIAL HIGHWAY 4TH FLOOR EAST HOLBROOK NY NEW YORK 11741 All States false DAI SECURITIES, LLC 36673 None None 2200 CENTURY PARKWAY NE SUITE 435 ATLANTA GA GEORGIA 30345 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OK OKLAHOMA OR OREGON PA PENNSYLVANIA SD SOUTH DAKOTA TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false 38233539 0 38233539 false 0 2829282 true 0 true Sales Commissions up to $2,294,012 and Managing Broker-Dealer Fee up to $535,270. 229401 true Organization and Offering Expenses reimbursable to Bluerock Value Exchange, LLC, the Sponsor, and its affiliates. false BR Everwood, DST Joshua M. Hoffman Joshua M. Hoffman President of Bluerock Value Exchange, LLC 2020-01-16