Bluerock Special Opportunity Income Fund II – Securities Investigation
Did you lose money investing in Bluerock Special Opportunity Income Fund II at the recommendation of your financial advisor? If so, The White Law Group may be able to help you recover your losses by filing a FINRA Dispute Resolution claim against the brokerage firm that sold you the investment.
According to a Form-D filed with the SEC, Bluerock Special Opportunity Income Fund II is a limited liability company organized in 2009and sponsored by Bluerock Real Estate, LLC. The fund was formerly known as Bluerock Real Estate Special Opportunity (Plus) Income Fund II.
According to their website, Bluerock Real Estateis a national real estate investment firm headquartered in Manhattan and started in 2002.
Bluerock Special Opportunity Income Fund II is a Limited liability company (LLC). Interests in limited liability companies (LLC) are often sold as unregistered securities and lack the same regulatory oversight as more traditional investment products. They generally involve a much greater degree of risk compared to traditional investments, such as stocks, bonds or mutual funds.
Risks of Alternative Investments
Unfortunately, some brokers may have downplayed the risks associated with alternative investments and misled investors into thinking that they are “safe” investment products. Some brokers may push these types of products on to unsuspecting investors in order to earn high sales commissions.
Broker dealers that sell alternative investments are required to perform adequate due diligence on all investment recommendations. They must ensure that each investment is suitable for the investor in light of the investor’s age, risk tolerance, net worth, financial needs, and investment experience.
If a broker makes an unsuitable investment recommendations or fails to adequately disclose the risks associated with an investment they may be liable for investment losses. There is a possibility that you could recover some of your losses through FINRA Arbitration.
The Financial Industry Regulatory Authority (FINRA) operates the largest securities dispute resolution forum in the United States, and has extensive experience in providing a fair, efficient and effective venue to handle a securities-related dispute.
To determine whether you may be able to recover investment losses in Bluerock Special Opportunity Income Fund II or another Bluerock investment, please contact The White Law Group at 1-888-637-5510 for a free consultation.
The White Law Group is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Vero Beach, Florida. For more information on the firm, visit www.WhiteSecuritiesLaw.com.