Written by 2:31 pm Blog, Current Investigations

BR Glenwood DST Investors may have Claims 

BR Glenwood DST Investors may have Claims, featured by top securities fraud attorneys, the White Law Group

Lawsuit Investigation: BR Glenwood DST

Are you concerned about your investment in BR Glenwood DST? The securities attorneys at The White Law Group are currently investigating whether brokerage firms may have improperly recommended this investment to their clients.

This investigation involves the potential for FINRA arbitration claims against firms that may have failed to adequately disclose the risks or assess the suitability of BR Glenwood DST for individual investors.

Background on BR Glenwood DST

BR Glenwood DST is a Delaware Statutory Trust investment reportedly offered by BVEX, a national sponsor of syndicated 1031 exchange offerings and an affiliate of Bluerock Real Estate, L.L.C. According to SEC filings, BVEX filed a Form D in 2018 to raise capital from investors for the offering.

Delaware Statutory Trusts (DSTs) are commonly used in 1031 exchange strategies to defer capital gains taxes. They offer passive income opportunities but also carry a number of risks.

Risks of DST Investments

While DSTs may seem attractive for tax deferral and diversification, they may not be suitable for all investors. Key risks include:

  • Illiquidity – DST interests are difficult to sell before the underlying property is liquidated.
  • Lack of Control – Investors cannot make decisions about the property or operations.
  • No Additional Capital – DSTs cannot raise additional funds, which may cause problems if unexpected expenses arise.
  • High Sales Commissions – These products often come with significant fees that may not be disclosed upfront.

Why We Are Investigating

The White Law Group is reviewing whether brokerage firms and financial advisors adequately disclosed these risks and whether BR Glenwood DST was properly recommended to investors based on their risk tolerance, financial goals, and investment experience.

Brokerage firms have a duty to conduct due diligence and ensure that investment recommendations are suitable. If they fail to do so, they may be liable under FINRA rules.

Free Consultation

If you were sold BR Glenwood DST by a broker or financial advisor and have concerns about the investment, contact The White Law Group for a free consultation at (888) 637-5510. Our attorneys have experience handling complex securities cases through FINRA arbitration nationwide.

For more information, please visit whitesecuritieslaw.com.

Frequently Asked Questions (FAQs)

1. What is a Delaware Statutory Trust (DST)?
A DST is a legal entity used to hold title to investment real estate. It is often used in 1031 exchanges to provide passive ownership in large-scale properties like apartment buildings or commercial real estate.

2. Can I exit or sell my DST investment early?
Typically, no. DSTs are considered illiquid and do not offer a secondary market. Investors are usually required to hold the investment until the underlying property is sold.

3. Can I pursue legal actions?
If you believe your financial advisor misrepresented the investment or failed to disclose key risks, you may be able to file a FINRA arbitration claim to seek recovery—especially if the investment was unsuitable for your financial profile. A securities attorney can review your situation to determine your options.

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