Profil
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.
Postes actifs de Adam Jason Lotterman
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 11/05/2012 |
Anciens postes connus de Adam Jason Lotterman
| Sociétés | Poste | Fin |
|---|---|---|
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 | Directeur en chef des Investissements | - |
Formation de Adam Jason Lotterman
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
















