BR HPE Zero Coupon, DST
Raised
Pre-open
Investors
—
Min Invest
$100,000
AltStreet Analysis
·Generated from EDGAR primary sources
BR HPE Zero Coupon, DST is a Delaware statutory trust formed by sponsor entities affiliated with Bluerock Residential Holdings and Bluerock Real Estate, L.L.C., filing a Form D under Rule 506(b) for an equity offering with a $100,000 minimum investment. The filing is pre-open, with no first sale date, amount sold, or investor count yet disclosed. No parent platform or sibling entities were matched in the database at this time.
This is a real estate-focused Delaware statutory trust (DST) offering, a common structure used for 1031 exchange and accredited-investor real estate syndications under Rule 506(b). The $100,000 minimum investment is in line with typical DST and private real estate placements, which generally target accredited investors with minimums ranging from $25K to $250K.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
1
latest Oct 20, 2026
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Latest event New filer · Oct 20, 2026
SEC.govInvestor
- 1 filing event with values and deltas, latest 2026-10-20, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
N/A BR HPE ZC Investment Co, LLC
Executive Officer · New York, NY
N/A Bluerock Residential Holdings, L.P.
Executive Officer · New York, NY
N/A BR HPE CTL DST Manager, LLC
Executive Officer · New York, NY
N/A Bluerock Enterprise Holdings, LP
Executive Officer · New York, NY
N/A Bluerock Real Estate, L.L.C.
Executive Officer · New York, NY
R. Kamfar
Executive Officer · New York, NY
Joshua Hoffman
Executive Officer · New York, NY
Jordan Ruddy
Executive Officer · New York, NY
Jason Emala
Executive Officer · New York, NY
Ryan MacDonald
Executive Officer · New York, NY
Michael DiFranco
Executive Officer · New York, NY
Caroline Johnson
Executive Officer · New York, NY
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Bluerock Capital Markets LLCCRD 136974 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in all states
Questions About BR HPE Zero Coupon, DST
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is BR HPE Zero Coupon, DST?
BR HPE Zero Coupon, DST is a Delaware entity organized in 2026 that filed a Form D with the SEC on October 20, 2026 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.
Is BR HPE Zero Coupon, DST legit?
AltStreet does not rate legitimacy; it reports the public record. BR HPE Zero Coupon, DST filed a Form D with the SEC on October 20, 2026 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is BR HPE Zero Coupon, DST registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that BR HPE Zero Coupon, DST claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has BR HPE Zero Coupon, DST raised?
BR HPE Zero Coupon, DST reported that the first sale had not yet occurred as of the Form D filed October 20, 2026, so no amount sold or investor count is on file. The total offering amount is $69,986,627.
Who can invest in BR HPE Zero Coupon, DST?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in BR HPE Zero Coupon, DST?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of October 20, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling BR HPE Zero Coupon, DST and how are they paid?
The Form D names Bluerock Capital Markets LLC (CRD 136974), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $6,053,844 and finders' fees as $0. Form D allows these to be estimates. The issuer reports $42,436,402 of gross proceeds used or proposed to be used for payments to related persons.
Who is behind BR HPE Zero Coupon, DST?
The Form D lists 12 related persons: BR HPE ZC Investment Co, LLC, executive officer (Sponsor and Depositor of the Issuer); Bluerock Residential Holdings, L.P., executive officer (Operating Partnership); BR HPE CTL DST Manager, LLC, executive officer (Manager); Bluerock Enterprise Holdings, LP, executive officer (Parent of the Manager); Bluerock Real Estate, L.L.C., executive officer; R. Ramin Kamfar, executive officer; Joshua M. Hoffman, executive officer; Jordan B. Ruddy, executive officer, and 4 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is BR HPE Zero Coupon, DST located?
The issuer's address on its SEC filings is 919 Third Avenue, 40th Floor, New York, NY 10022. Its phone number of record is 208-475-2380. It is organized under the laws of Delaware.
How long is the BR HPE Zero Coupon, DST offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is BR HPE Zero Coupon, DST's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.