Sales Desk: 877.826.BLUE (2583)  |  Investor Relations: 888.558.1031

Who we are

Bluerock Capital Markets, LLC serves as the managing broker dealer for Bluerock Real Estate, LLC and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Formed in 2010, BCM seeks to provide educational information related to real estate and alternative investment opportunities for financial advisors and their clients. BCM distributes a broad range of alternative investment products exclusively through banks, independent broker dealers and registered investment advisors.

For more information on Bluerock Capital Markets, LLC and its registered personnel, visit FINRA’s BROKERCHECK®.

EXECUTIVE TEAM
Jeffrey S. Schwaber – Chief Executive Officer

Mr. Schwaber serves as the Chief Executive Officer of Bluerock Capital Markets and oversees the company’s capital markets, securities sales and distribution operations. As a 34-year veteran of the securities industry, Jeff brings a wealth of executive-level experience to Bluerock.

Jeff’s diverse career accomplishments include senior executive roles in several key areas of the investment and securities industries. Prior to joining Bluerock, Jeff served as President and Head of Distribution for Griffin Capital and EVP and Head of Distribution for Behringer Harvard. Since 2003, Jeff has overseen the equity raise of over $15 billion resulting in over $30 billion of real estate value, making him one of the most successful and highest capital raising executives in the history of the direct investment industry. He was also President and Chief Operating Officer of a publicly-listed NASDAQ corporation, and Senior Vice President of Houlihan, Lokey, Howard and Zukin, an M&A and valuation leader in investment banking, giving him unique perspective into the inside world of public capital markets and corporate finance.

Earlier in his career, Jeff was President and CEO of Lifetime Asset Management, Inc., a financial advisory practice focusing on sophisticated wealth accumulation and wealth transfer strategies for ultra high net worth individuals and corporate clients. Having owned his own successful financial advisory firm, he is intimately familiar with the needs of the financial advisors with whom he interacts daily. Jeff started his securities career wholesaling, later becoming the National Sales Director for Star Partners, the largest independent financier of major motion pictures in the world, financing Warner Bros and MGM/United Artists films including Rain Man, Moonstruck, Thelma and Louise, The Color Purple, Overboard, Superman II, III and IV, Rocky V, James Bond’s Licence to Kill and dozens of others. Known industrywide as a distinguished and entertaining speaker, he is frequently invited to present and keynote at broker dealer and investment industry conferences. He has also been a regularly invited guest on the popular financial television network CNBC, including interviews with both Neil Cavuto and Ron Insana.

Paul E. Dunn – Executive Vice President / Chief Compliance Officer

Paul E. Dunn is Executive Vice President of Bluerock Capital Markets, LLC, the broker/dealer affiliate of Bluerock Real Estate. In addition to supervising the Bluerock Capital Markets wholesaling team, Paul serves as Chief Compliance Officer for Bluerock Capital Markets and is responsible for building the firm’s internal/external compliance infrastructure as the company continues to expand. He is also principal liaison to Bluerock’s mutual fund underwriter. 

Before joining Bluerock, Paul was President and Chief Investment Officer of Greenbook Investment Management, where he was directly responsible for approximately 3,000 accounts representing over $950 million. Earlier in his career, he was a managing director of SEI Investments, then the nation’s largest consultant to pension plans, endowment funds and foundations, including the Hewlett Packard Retirement Plan, the Yale University Endowment and the Ford Foundation. There, he helped build and implement a groundbreaking institutional investment solution for individuals that grew to $26 billion in assets during his tenure. In addition, he served as President of Southland Trust Company; a Dallas based bank and held a similar role for The McNeil Companies, a real estate investment sponsor with more than 63,000 apartment units across the nation. 

Paul’s perspectives have been featured in The Wall Street Journal, Pension and Investments and other publications, as well as his own radio program, Money Talk with Paul Dunn, on an ABC affiliate in Dallas. 

He is a graduate of Brown University and Suffolk University School of Law and resides in Newport Beach, California.