Adam Jason Lotterman

Founder at

Bluerock Fund Advisor LLC

Finance

Consumer Services

Miscellaneous

Profile

Mr. Adam J.
Lotterman is a Senior Portfolio Manager at Bluerock Fund Advisor LLC.
Mr. Lotterman is co-founder of the firm and has been a key member of the Fund’s investment team since its inception in 2012.
Prior to joining Bluerock, Mr. Lotterman was Vice President of Forman Capital, a private commercial real estate lender from 2011 to 2012.
Mr. Lotterman was also an Adjunct Professor at Nova Southeastern University from 2010 to 2012, where he taught a master’s level course in Real Estate Market Analysis.
Prior to that, Mr. Lotterman worked as a Senior Valuation Analyst at Bayview Asset Management (former hedge fund affiliate of The Blackstone Group) from 2010 to 2011, and from 2005 to 2010 Mr. Lotterman was the Senior Analyst for Goodkin Consulting, the former real estate consulting arm of PricewaterhouseCoopers.
Mr. Lotterman received an M.S.
in International Real Estate in 2006 from Florida International University and a B.S.
Degree in microbiology with a minor in chemistry in 1997 from the University of Florida.

Adam Jason Lotterman active positions

Companies	Position	Start
Bluerock Fund Advisor LLC Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisors manages the Total Income + Real Estate Fund, a public, closed-end interval fund that utilizes a multi-manager, strategy, and sector approach. The fund allows individuals to invest in institutional private equity real estate (iPERE) securities alongside some of the nation’s largest endowment and pension plans. The Fund’s primary investment objective is to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets.	Founder	11/05/2012

All active positions of Adam Jason Lotterman

Former positions of Adam Jason Lotterman

Companies	Position	End
Forman Capital Ventures LLC	Corporate Officer/Principal	01/01/2012
Bayview Asset Management LLC Bayview Asset Management LLC Investment ManagersFinance Bayview focuses on investments in mortgage and consumer credit, including whole loans, asset backed securities, mortgage servicing rights, and other credit-related assets.	Corporate Officer/Principal	01/01/2011
Bluerock Total Income + Real Estate Fund Bluerock Total Income + Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Chief Investment Officer	-

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Private companies	6
Bluerock Fund Advisor LLC Bluerock Fund Advisor LLC Investment ManagersFinance Bluerock Fund Advisors manages the Total Income + Real Estate Fund, a public, closed-end interval fund that utilizes a multi-manager, strategy, and sector approach. The fund allows individuals to invest in institutional private equity real estate (iPERE) securities alongside some of the nation’s largest endowment and pension plans. The Fund’s primary investment objective is to generate current income while secondarily seeking long-term capital appreciation with low to moderate volatility and low correlation to the broader markets.	Finance
Bluerock Total Income + Real Estate Fund Bluerock Total Income + Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Florida International University Florida International University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bayview Asset Management LLC Bayview Asset Management LLC Investment ManagersFinance Bayview focuses on investments in mortgage and consumer credit, including whole loans, asset backed securities, mortgage servicing rights, and other credit-related assets.	Finance
Forman Capital Ventures LLC