# Bluerock Homes Trust, Inc. (BHM) — capital_raise/private_placement [announced]
Source: sec.gov · situation sit_8da04ed901ca9c56e55d · public 1684566934887556776 · retrieved 2026-09-03T11:58:41.097Z

## Overview
Bluerock Homes Trust, Inc. is a real estate investment trust that invests in residential and commercial real estate properties.

On August 27, 2026, Bluerock Homes Trust, Inc. provided a secured loan of $33,088,000 to BR HPE ZC Investment Co, LLC (a wholly owned subsidiary of Bluerock Asset Management, LLC, an affiliate of the Company's external manager). The loan proceeds funded a portion of the Depositor's acquisition of Class II Interests in BR HPE Zero Coupon, DST, which acquired a 340,496 square foot Class A office and lab facility in Northern California for $330,777,000 through a 20.5-year sale-leaseback transaction guaranteed by an investment-grade technology company. The transaction was financed with a $309,980,618 senior credit tenant lease facility bearing 6.54% fixed coupon, the $33,088,000 loan, and approximately $6,538,805 in common equity from BAM. The Loan bears a fixed coupon of 13.0% per annum with a 36-month term and is secured by a pledge of the Depositor's Class II Interests in the Trust.

## Terms
- Counterparty: BR HPE ZC Investment Co, LLC (subsidiary of Bluerock Asset Management, LLC) · Deal value: $33.1M · Consideration: cash

## Key dates
- Announced 2026-09-02

## Timeline
- 2026-09-02 · 8-K (0001104659-26-104731): 8-K - Bluerock Homes Trust, Inc. — *Bluerock Homes Trust, Inc. is a real estate investment trust that invests in residential and commercial real estate properties.* On August 27, 2026, Bluerock Homes Trust, Inc. provided a secured loan of $33,088,000 to BR HPE ZC Investment Co, LLC (a wholly owned subsidiary of Bluerock Asset Management, LLC, an affiliate of the Company's external manager). The loan proceeds funded a portion of the Depositor's acquisition of Class II Interests in BR HPE Zero Coupon, DST, which acquired a 340,496 square foot Class A office and lab facility in Northern California for $330,777,000 through a 20.5-year sale-leaseback transaction guaranteed by an investment-grade technology company. The transaction was financed with a $309,980,618 senior credit tenant lease facility bearing 6.54% fixed coupon, the $33,088,000 loan, and approximately $6,538,805 in common equity from BAM. The Loan bears a fixed coupon of 13.0% per annum with a 36-month term and is secured by a pledge of the Depositor's Class II Interests in the Trust.
  https://www.sec.gov/Archives/edgar/data/1903382/0001104659-26-104731.txt

## Citations
- 0001104659-26-104731 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000110465926104731