Bonaventure Multifamily Income Trust Investigation
The securities fraud attorneys at The White Law Group are investigating potential lawsuits and FINRA arbitration claims involving brokerage firms that recommended Bonaventure Multifamily Income Trust, Inc. to retail investors.
What is Bonaventure Multifamily Income Trust, Inc.?
According to the fillings with the Securities and Exchange Commission (SEC), Bonaventure Multifamily Income Trust, Inc. is a Maryland corporation formed in 2021 and sponsored by Bonaventure, a multifamily real estate investment firm headquartered in Alexandria, Virginia. Bonaventure reportedly manages $2.6 billion in assets.
The Trust is structured as a non-traded real estate investment trust (REIT) focused on multifamily housing. The offering was filed as a private placement under Rule 506(b) of Regulation D, which allows sales to accredited investors without SEC registration.
Key Offering Details (per SEC filings):
- Issuer: Bonaventure Multifamily Income Trust, Inc.
- Offering Type: Private placement REIT (Reg D 506(b))
- Minimum Investment: $100,000
- Total Amount Sold (as of filing): $41.4 million
- Total Offering Size: Indefinite
- Investors Reported: 196
- Sales Commissions: $31,696
- Placement Agent: Peachtree PC Investors, LLC (CRD #301004)
The Risks of Private Placement Investments
Private placement REITs like Bonaventure Multifamily Income Trust are often marketed as safe, income-producing investments, but they can be highly speculative and illiquid. Many investors are now filing complaints and lawsuits against financial advisors who recommended them.
Risks include:
- Illiquidity – Shares are not traded on a public exchange and can be extremely difficult to sell.
- High Commissions – Brokerage firms may earn up to 10% in fees, creating conflicts of interest.
- Valuation Issues – Pricing is often opaque, making it hard for investors to know the true value of their investment.
- Sector Concentration – Heavy exposure to multifamily real estate can increase risk during downturns.
- Limited Transparency – Private REITs are not subject to the same reporting requirements as publicly traded REITs.
Bonaventure Multifamily Income Trust Lawsuit – Can You Recover Losses?
Brokerage firms have a duty to ensure that investment recommendations are suitable for each customer based on factors like net worth, income, risk tolerance, and investment objectives. If your broker recommended Bonaventure Multifamily Income Trust, Inc. without properly explaining the risks, you may have a claim for recovery.
The White Law Group is investigating whether financial advisors may be liable for unsuitable recommendations, misrepresentations, or failure to conduct due diligence before selling this investment to clients.
Our firm has handled numerous FINRA arbitration lawsuits involving non-traded REITs and private placement investments. These claims typically allege that brokerage firms put their own commissions ahead of their clients’ best interests.
Free Consultation – Bonaventure REIT Complaints
If you suffered losses in Bonaventure Multifamily Income Trust, Inc., you may be eligible to file a FINRA arbitration claim to recover your investment.
To discuss your potential claim with a securities attorney, please call The White Law Group at (888) 637-5510 for a free consultation.
Frequently Asked Questions
How do I know if I have a claim?
If your broker misrepresented the investment, failed to disclose risks, or recommended it without assessing suitability, you may have a case.
Is Bonaventure Multifamily Income Trust a safe investment?
Like most non-traded REITs, it carries significant risks, including illiquidity, high commissions, and lack of transparency.
How can I file a complaint about my Bonaventure REIT investment?
Investors may pursue recovery of losses through a FINRA arbitration complaint against the broker-dealer that recommended the investment.
