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Currently Available Offers

Accredited/Non-Accredited, S-3

Bluerock Residential Growth REIT (BRG)

BRG is a publicly-traded REIT (NYSE: BRG) formed to acquire institutional quality, Class A apartment properties in growth markets across the United States. BRG is offering investors non-traded shares of Series T Redeemable Preferred Stock (Series T Shares).

Only available through third-party broker-dealers and registered investment advisors.

  • Total issue: $500 million
  • Minimum investment: $5,000
  • Dealer manager: Bluerock Capital Markets, LLC
Accredited, Reg. D*

Envest Microfinance Fund

The Company is a pooled investment fund formed for the purpose of offering socially and environmentally conscious investors the opportunity to support microfinance entrepreneurs in developing countries.

  • Total issue: Unlimited
  • Minimum investment: $25,000
  • Placement agent: VIA Folio

Financial Advisors

If you are not a client of Folio Institutional and/or if you are a client and do not have access to “Private Investing” on FolioInstitutional.com, email support@viafolio.com or call (888) 485-3456.

To view and subscribe to current offers, login to FolioInstitutional.com and click on any client account for which you have either trader or account manager access. Select “Offerings” under the words “Private Investing” on the right side of the page.

Always refer to the offering documents for complete details.

*Reg A and Reg D notations above refer to the Regulation A and Regulation D securities offering rules under the Securities Act of 1933 and subsequent amendments and implementing regulations.

Regulation A companies can offer their securities to the public with limitations on the amounts invested and the total raise. Companies relying on Reg A file an offering circular with the SEC that contains detailed information about the company and the offering, though less information than what is required in registered public offerings. You do not need to be an accredited investor to purchase securities in a Reg A offering. Securities issued in a Reg A offering are not restricted and may be sold immediately after they are issued, though they might not be listed on a national securities exchange and may not be easy to sell. Learn more on the SEC site.

Regulation D companies do not have to register their offerings with the SEC and the SEC does not review the offering materials. You need to be an accredited investor to purchase securities in most Reg D offerings. Securities issued in a Reg D offering are restricted and cannot be sold without compliance with a number of requirements, including that you hold the securities for at least one year in most cases. Learn more on the SEC site.

**Accredited Investor, as defined in Rule 501(a) of the Securities Act of 1933, is a person who has earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior 2 years, and reasonably expects the same for the current, or has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). You may also wish to visit the SEC website to learn more, and view the SEC's bulletins on accredited investors and private investing

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This communication is for information purposes only and should not be regarded as a recommendation of or an offer to sell or as a solicitation of an offer to buy, any financial product. Financial products listed on our sites are only available to residents in the states where those products are registered. Offerings of private securities on our sites are only suitable for investors who are familiar with and willing to accept the high risk associated with private investments. Securities sold through private placements are not publicly traded and are intended for investors who do not have a need for a liquid investment. There can be no assurance any private security valuation is accurate, reflective of future sales prices, or in agreement with any market or industry valuations. Additionally, investors may receive restricted securities that may be subject to holding period requirements. A well-diversified portfolio can include different types of investments. How you invest is based on your tolerance for risk, the length of time you have to reach your financial goals, your specific interests and needs and other factors. Companies seeking private placement investments are often in earlier stages of development and have not yet been fully tested in the public marketplace. Investing in private placements requires high risk tolerance, low liquidity requirements and long-term commitment. Investors must be able to afford to lose their entire investment.

© 2020 by Folio Financial, Inc. All rights reserved. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies.