Over the course of the past few years, we have reviewed offering materials for 200 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 25 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

Candle Light Cove

  • Property Type: Senior Living
  • Location: Easton, Maryland
  • Size: 63 Units / 37,784 SF
  • Total Acquisition Price: $32,748,352
  • Equity Raise: $16,518,352
  • Min. Investment: $50,000
  • Loan to Value: 49.56%
  • Status: Closed

Shadow Glenn

  • Property Type: Student Housing
  • Location: Austin, TX
  • Size: 248 Units / 204,536 SF
  • Total Acquisition Price: $48,893,742
  • Equity Raise: $26,893,742
  • Min. Investment: $50,000
  • Loan to Value: 44.98%
  • Status: Closed
    Lulwater at Big Ridge
  • Property Type: Student Housing
  • Location: Austin, TX
  • Size: 248 Units / 204,536 SF
  • Total Acquisition Price: $48,893,742
  • Equity Raise: $26,893,742
  • Min. Investment: $50,000
  • Loan to Value: 44.98%
  • Status: Closed

Go Store It Atlanta

  • Property Type: Self Storage
  • Location: Cumming, GA
  • Size: 91,000 Square Feet
  • Total Acquisition Price: $14,000,000
  • Equity Raise: $16,701,451
  • Min. Investment: $25,000
  • Loan to Value: 0% (all cash)
  • Status: Closed