Over the course of 2021 we reviewed offering materials for 150 DST offerings. We tracked and charted the projected annual distributions, loan to value percentages (helping investors balance debt replacement needs as required for 1031 exchanges) as well as geographical locations and asset classes. Not all offerings were appropriate for our investors at any given point in time.  However, we continue to review DST offerings provided by Sponsors.  At the end of the year, we did participate in the sellout of 15 DST offerings.  Here is an overview of the offerings.

Industry Multifamily

  • Property Type: Multifamily
  • Location: Columbus, Ohio
  • Size: 236 Units
  • Total Acquisition Price: $72,900,000
  • Equity Raise: $42,020,000
  • Min. Investment: $250,000
  • Loan to Value: 48.06%
  • Status: Closed
Marina Point, Chattanoga, TN

  • Property Type: Multifamily Apartments
  • Location: Chattanoga, TN
  • Size: 308 Units
  • Total Acquisition Price: $53,645,00
  • Equity Raise: $24,200,000
  • Min. Investment: $100,000
  • Loan to Value: 54.89%
  • Status: Closed

Maplewood Estates MHC

  • Property Type: Manufactured Housing
  • Location: Port Orange, FL
  • Size: 412 sites
  • Total Acquisition Price: $66,466,000
  • Equity Raise: $38,600,000
  • Min. Investment: $100,000
  • Loan to Value: 41.93%
  • Status: Closed

Astoria

  • Property Type: Multifamily Apartment
  • Location: Celebration (Orlando) Florida
  • Size: 306 Units
  • Total Acquisition Price: $74,500,000
  • Equity Raise: $39,208,313
  • Min. Investment: $100,000
  • Loan to Value: 55.26%
  • Status: Closed

Fairlane Harbor

Property Type: Manufacture Housing
Location: Vero Beach, FL
Size: 232 sites
Total Acquisition Price: $46,543,000
Equity Raise: $29,000,000
Min. Investment: $100,000
Loan to Value: 37.69%
Status: Closed
FSC Industrial IV

Property Type: Industrial
Location: Grand Rapids, MI
Size: 908,745 Sq. Ft.
Total Acquisition Price: $43,457,500
Equity Raise: $22,035,000
Min. Investment: $100,000
Loan to Value: 49.3%
Status: Closed

Self-Storage XII

Property Type: Self Storage
Location: Multiple States GA, KY, TN
Size: 406,754 SF
Total Acquisition Price: $63,337,129
Equity Raise: $31,357,129
Min. Investment: $25,000
Loan to Value: 50.49%
Status: Closed

CS Southeast Portfolio II

Property Type: Multi family
Location: GA (4 Properties)
Size: 904 Units- 1,024,000 SF
Total Acquisition Price: $118,775,000
Equity Raise: $54,230,000
Min. Investment: $100,000
Loan to Value: $54.34%
Status: Closed

The Station- Multi Family

Property Type: Multi family
Location: TX
Size: 444 Units
Total Acquisition Price: $106,000,000
Equity Raise: $57,354,000
Min. Investment: $25,000
Loan to Value: 50.70%
Status: Closed

Wolf Run- Student Housing

Wolf Run
Property Type: Student Housing
Location: Reno, Nevada
Size: 180,000 SF / 142 Units
Total Acquisition Price: $58,972,722
Equity Raise: $28,372,722
Min. Investment: $50,000
Loan to Value: 51.89%
Status: Closed

Inspired on 22nd – Student Housing

Property Type: Student housing
Location: Austin, TX
Size: 129 units / 451 beds
Total Acquisition Price: $71,000,000
Equity Raise: $41,886,885
Min. Investment: $50,000
Loan to Value:  48.25%
Status: Closed