The takeaway
Bluerock Private Real Estate Fund shows a slight seasonal lean over 1 years of data — strongest in December (+2.0%) and softest in December (+2.0%).
Right now
Not enough July history yet to summarize.
The full picture
Bluerock Private Real Estate Fund's most dependable month has been December, higher in 1 of 1 years; December has been its least reliable, up just 100% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Win rate % | — | — | — | — | — | — | — | — | — | — | — | |
| Median return % | — | — | — | — | — | — | — | — | — | — | — | |
| 2025 | — | — | — | — | — | — | — | — | — | — | — |
Month by month
The fund's clearest edge over the S&P 500 lands in December (+1.0 pts), and it has rarely fallen far behind the index in any month.
“vs S&P” is Bluerock Private Real Estate Fund’s average for a month minus the S&P 500’s average for that same month — isolating Bluerock Private Real Estate Fund’s own seasonal edge from broad market drift.
Reality check
Not enough recent December history to say whether the pattern still holds.
Figures are the typical (median) December return and how often it rose — the last 1 years versus the last 1(the heatmap’s default window). This verdict stays anchored to that 1-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
Strip the year back and a single month does the heavy lifting: December, up in all 1 Decembers while the other eleven tend to blur together.
Its average (+2.0%) and median (+2.0%) land within a hair of each other — the tell of steady, year-after-year gains rather than one outlier doing the work. It is also the calendar's calmest month, its returns swinging least from year to year (a 0.0% spread), and even its worst December in 1 years lost only 2.0% — the gentlest downside anywhere on its calendar. Crucially, the gain is the fund's own rather than a rising tide's: December has cleared the S&P 500 by +1.0 points above the index. That consistency sets it apart from the field, where the average stock manages December only about 58% of the time.
No other month comes close to matching it — the rest of the calendar is unremarkable by comparison. The weaker half of the year is plainer: December is the year's low point, though even there the fund has stayed positive on average (+2.0%), a sign every month leans up.
The takeaway is less about when to buy than what to expect: December aside, the fund's months offer little reliable tilt. With a short 1-year record, the signal is best held loosely.
Short answers on the fund's best month (December), its worst (December), and whether it really trades seasonally.
Only mildly. The fund's months are fairly even — December is the firmest (+2.0%) and December the softest (+2.0%), a narrow spread that points to weak seasonality rather than a strong calendar effect.
December has been the strongest, averaging +2.0% and closing higher in its one year on record since 2025.
It's the weakest month, but it has still averaged a small gain (+2.0%) — quiet rather than genuinely bad.
Explore
These names have the strongest July track records on record — a starting point for comparison.
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