DST Examples

Please Note:

Opportunities in open fund DSTs are restricted to accredited investors in compliance with SEC Regulation D. Public solicitation of these opportunities is prohibited. The examples shown are not available for investment and are intended to give a clearer understanding of what typical DST investments have entailed.

If you are interested in exploring current DST investment opportunities that are compliant with SEC regulations and are suitable for your financial status, we encourage you to contact us. By filling out the "Contact Me" fields or reaching out directly, we can initiate the process of verifying whether you meet the accredited investor criteria. Once verified, our team can offer personalized, consultative services to align with your investment goals, especially if you are considering or are in the midst of a 1031 Exchange.

For any inquiries or to begin the qualification process, please contact us today.

SFR

Starboard Ridgeview DST is a 112-unit single-family rental community located in Fort Worth, Texas – 15 minutes south of downtown Fort Worth. Built in 2021, Horizon at Ridgeview is currently 92% occupied and with nearly 107,500 rentable square feet. The

Starboard Ridgeview DST is a 112-unit single-family rental community located in Fort Worth, Texas – 15 minutes south of downtown Fort Worth. Built in 2021, Horizon at Ridgeview is currently 92% occupied and with nearly 107,500 rentable square feet. The property offers a diverse mix of maintenance-free homes with 1-, 2- and 3-bedroom floor plans ranging from 637 – 1,236 sq. ft. Located in the northern suburbs of Fort Worth, Horizon at Ridgeview is conveniently positioned minutes away from NorthCity, a 300+ acre mixed-use development under construction set to be complete in 2031. NorthCity will deliver more than 1 million square feet of national retailers, restaurants and entertainment along with campus-style office buildings and hotels. Centered around the NorthCity development are multiple hospitals, recreational activities and residential homes.

  • LocationFort Worth, TX
  • Year Built/Renovated2021
  • LTV40.01%
  • Property Purchase Price$ 32,650,000
  • Equity from Investors$ 24,250,000
  • Loaded Cap Rate4.18%
  • Year 1 Cash Flow4.14%
  • Acquisition Cap Rate5.18%
  • PPM Date15/12/2022
  • Active OfferingNo
  • Reg D Exemption506(b)
  • Loan$ 16,176,000
  • Investment Cost$ 40,426,000
  • Appraised Value$ 33,300,000
  • Occupancy93.00%
  • No. Units112
  • Per Unit Cost$ 291,518
  • Loaded Per Unit Cost$ 360,946
  • Price Per SF$ 304
  • Avg Rent Per SF$ 2.23
  • Interest Rate5.46%
  • DSCR2.30x
  • Total Expenditures (% of Equity)23.93%
  • Total Expenditures (% of Total Syndication)14.25%
  • Initial Reserves (% of Total Syndication)4.88%
  • Loaded Cap Rate Spread5.62%
  • Residual B/E Cap Rate0.44%
  • Residual Cap Rate Spread

Multifamily

Starboard Silver Oaks DST is a 336-unit multi-family property located in Gonzales, LA – 30 minutes south of Baton Rouge. Built in 2018, Silver Oaks is 97.3% occupied as of May 2022 and offers a diverse mix of 1-, 2-

Starboard Silver Oaks DST is a 336-unit multi-family property located in Gonzales, LA – 30 minutes south of Baton Rouge. Built in 2018, Silver Oaks is 97.3% occupied as of May 2022 and offers a diverse mix of 1-, 2- and 3- bedroom floor plans ranging from 752 – 1,238 sq. ft. The DST has plans and sufficient reserves set aside to create two additional dog parks and install smart technology packages to units and throughout the property, including updated locks and security cameras. Baton Rouge is the state capital of Louisiana and the second-largest metropolitan area in the state by population. The MSA is home to over 870,000 residents and has strong economic fundamentals with projected population growth of approximately 10% over the next five years. Silver Oaks, located in the Ascension suburb, is conveniently positioned near a major interstate, providing easy access to both Baton Rouge and New Orleans. Last year, Ascension was one of the fastest growing suburbs in New Orleans and has attracted highly educated individuals and families seeking a high quality of living and top-rated education.

  • LocationGonzales, LA (Baton Rouge MSA)
  • Year Built/Renovated2019
  • LTV46.02%
  • Property Purchase Price$ 76,850,000
  • Equity from Investors$ 47,950,000
  • Loaded Cap Rate4.54%
  • Year 1 Cash Flow5.00%
  • Acquisition Cap Rate5.25%
  • PPM Date07/01/2022
  • Active OfferingNo
  • Reg D Exemption506(c)
  • Loan$ 40,880,000
  • Investment Cost$ 88,830,000
  • Appraised Value$ 79,000,000
  • Occupancy94.60%
  • No. Units336
  • Per Unit Cost$ 228,720
  • Loaded Per Unit Cost$ 264,375
  • Price Per SF$ 254
  • Avg Rent Per SF$ 1.50
  • Interest Rate4.31%
  • DSCR2.25x
  • Total Expenditures (% of Equity)17.33%
  • Total Expenditures (% of Total Syndication)9.36%
  • Initial Reserves (% of Total Syndication)3.00%
  • Loaded Cap Rate Spread6.01%
  • Residual B/E Cap Rate0.76%
  • Residual Cap Rate Spread

Multifamily

Riverstone Apartment Community is an established apartment community located in the bustling city of Augusta, Georgia with some of the LARGEST floor plans available in the market. These apartment homes located in the Columbia County School system offer flexible leases

Riverstone Apartment Community is an established apartment community located in the bustling city of Augusta, Georgia with some of the LARGEST floor plans available in the market. These apartment homes located in the Columbia County School system offer flexible leases on spacious 1, 2 and 3 bedroom floor plans that are perfect for roommates, families, or individual living. Less than 5 minutes from the Property will be Augusta University Hospital. The $150 million investment is expected to be completed in 2025 and is set to be Augusta University’s largest free-standing health facility. Furthermore, a short drive from the Property is the new US Army Cyber Command headquarters within Fort Gordon. The military complex equates to 54,000 indirect community jobs and an annual economic impact of $2.4B. Last but not least, Augusta is famously host to The Masters Tournament, one of the major championships in golf and considered to be the most prestigious in the world. With all of the best that Augusta has to offer, Riverstone Apartment Community will make the perfect home.

  • LocationGrovetown, GA (Augusta MSA)
  • Year Built/Renovated2014 & 2016
  • LTV35.70%
  • Property Purchase Price$ 87,000,000
  • Equity from Investors$ 66,640,000
  • Loaded Cap Rate3.66%
  • Year 1 Cash Flow3.10%
  • Acquisition Cap Rate4.36%
  • PPM Date25/07/2022
  • Active OfferingNo
  • Reg D Exemption506(b)
  • Loan$ 37,000,000
  • Investment Cost$ 103,640,000
  • Appraised Value$ 87,400,000
  • Occupancy93.30%
  • No. Units328
  • Per Unit Cost$ 265,244
  • Loaded Per Unit Cost$ 315,976
  • Price Per SF$ 214
  • Avg Rent Per SF$ 1.09
  • Interest Rate4.53%
  • DSCR2.23x
  • Total Expenditures (% of Equity)18.01%
  • Total Expenditures (% of Total Syndication)11.58%
  • Initial Reserves (% of Total Syndication)4.19%
  • Loaded Cap Rate Spread4.91%
  • Residual B/E Cap Rate0.55%
  • Residual Cap Rate Spread

Multifamily

Centrally located in the expanding health district of Baton Rouge, our spacious pet-friendly one- and two-bedroom Baton Rouge apartments for rent offer everything you need to live life elevated. Our newly constructed community offers top-of-the-line community and apartment features unmatched

Centrally located in the expanding health district of Baton Rouge, our spacious pet-friendly one- and two-bedroom Baton Rouge apartments for rent offer everything you need to live life elevated. Our newly constructed community offers top-of-the-line community and apartment features unmatched in the area! We are located next to Baton Rouge General Hospital with easy access to boundless dining, shopping, and entertainment options. Dawson Park has everything you need and more! Contact our team today to schedule a tour of our apartments in Baton Rouge.

  • LocationBaton Rouge, LA
  • Year Built/Renovated2021
  • LTV37.31%
  • Property Purchase Price$ 45,725,000
  • Equity from Investors$ 33,600,000
  • Loaded Cap Rate3.51%
  • Year 1 Cash Flow2.96%
  • Acquisition Cap Rate4.11%
  • PPM Date07/11/2022
  • Active OfferingNo
  • Reg D Exemption506(b)
  • Loan$ 20,000,000
  • Investment Cost$ 53,600,000
  • Appraised Value$ 46,700,000
  • Occupancy96.70%
  • No. Units155
  • Per Unit Cost$ 295,000
  • Loaded Per Unit Cost$ 345,806
  • Price Per SF$ 321
  • Avg Rent Per SF$ 1.76
  • Interest Rate4.35%
  • DSCR2.32x
  • Total Expenditures (% of Equity)19.37%
  • Total Expenditures (% of Total Syndication)12.14%
  • Initial Reserves (% of Total Syndication)2.55%
  • Loaded Cap Rate Spread4.75%
  • Residual B/E Cap Rate0.64%
  • Residual Cap Rate Spread

Hotel

High-Growth Market: The hotel is located in Kennesaw, Georgia, and is positioned to benefit from the robust growth in the Atlanta-Sandy Springs-Roswell metropolitan statistical area (Atlanta MSA) and Kennesaw submarket. The City of Kennesaw is the foruth-largest city in Cobb

High-Growth Market: The hotel is located in Kennesaw, Georgia, and is positioned to benefit from the robust growth in the Atlanta-Sandy Springs-Roswell metropolitan statistical area (Atlanta MSA) and Kennesaw submarket. The City of Kennesaw is the foruth-largest city in Cobb County, Georgia, the third-largest county in the State of Georgia. Dynamic Location: Kennesaw is home to Kennesaw State University (KSU), the second-largest university by enrollment in Georgia, and there is a significant concentration of industrial and office properties in Kennesaw to drive corporate demand. The KSU Center Museums and local historical attractions attract leisure travelers to the market. Value-Add Opportunity: The quality of the hotel will be enhanced through renovations that include upgrades to the lobby area, corridors and guestrooms, which will bolster performance through focused marketing efforts to increase business from KSU and capture returning corporate accounts.

  • LocationKennesaw, GA (Atlanta MSA)
  • Year Built/Renovated2018
  • LTV0.00%
  • Property Purchase Price$ 20,350,000
  • Equity from Investors$ 25,658,769
  • Loaded Cap Rate7.51%
  • Year 1 Cash Flow5.68%
  • Acquisition Cap Rate9.47%
  • PPM Date15/03/2022
  • Active OfferingNo
  • Reg D Exemption506(b)
  • Loan$ –
  • Investment Cost$ 25,658,769
  • Appraised Value$ 21,200,000
  • Occupancy79.90%
  • No. Units100
  • Per Unit Cost$ 203,500
  • Loaded Per Unit Cost$ 256,588
  • Price Per SF$ 327
  • Avg Rent Per SF$ 114.14
  • Interest RateN/A
  • DSCRN/A
  • Total Expenditures (% of Equity)17.77%
  • Total Expenditures (% of Total Syndication)17.77%
  • Initial Reserves (% of Total Syndication)8.38%
  • Loaded Cap Rate Spread9.92%
  • Residual B/E Cap Rate0.45%
  • Residual Cap Rate Spread

Hotel

High-Growth Market: Located in Chandler, Arizona, 23 miles southeast of downtown Phoenix, the hotel benefits from the strong growth in the Phoenix-Mesa-Scottsdale metropolitan statistical area and the Chandler submarket. Chandler is the fourth largest city in Arizona, an integral part

High-Growth Market: Located in Chandler, Arizona, 23 miles southeast of downtown Phoenix, the hotel benefits from the strong growth in the Phoenix-Mesa-Scottsdale metropolitan statistical area and the Chandler submarket. Chandler is the fourth largest city in Arizona, an integral part of the East Valley, and one of the nation’s fastest growing innovation and technology centers. Expanding Employment Hub: Chandler has emerged as one of Phoenix’s fastest-growing employment hubs. The submarket attracts significant office relocations and expansions due to the East Valley’s talented labor pool and the submarket’s new office inventory. The hotel benefits from the technology and financial companies in the submarket, with major employers, including Wells Fargo, Intel, and Northrop Grumman close to the hotel. Value-Add Opportunity: The quality of the hotel is enhanced through a renovation that includes upgrades to the lobby area, corridors and guestrooms.

  • LocationChandler, AZ
  • Year Built/Renovated2016
  • LTV0.00%
  • Property Purchase Price$ 23,100,000
  • Equity from Investors$ 31,356,496
  • Loaded Cap Rate7.53%
  • Year 1 Cash Flow5.56%
  • Acquisition Cap Rate10.22%
  • PPM Date15/11/2022
  • Active OfferingNo
  • Reg D Exemption506(b)
  • Loan$ –
  • Investment Cost$ 31,356,496
  • Appraised Value$ 24,200,000
  • Occupancy81.60%
  • No. Units126
  • Per Unit Cost$ 183,333
  • Loaded Per Unit Cost$ 248,861
  • Price Per SF$ 329
  • Avg Rent Per SF$ 109.74
  • Interest RateN/A
  • DSCRN/A
  • Total Expenditures (% of Equity)17.52%
  • Total Expenditures (% of Total Syndication)17.52%
  • Initial Reserves (% of Total Syndication)8.81%
  • Loaded Cap Rate Spread9.74%
  • Residual B/E Cap Rate-0.48%
  • Residual Cap Rate Spread

Listing Type

DST

FULY FUNDED

Location

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash): 
4%
Fully Syndicated Value:
 $43,925,000
Equity Remaining: Fully Funded
Loan Amount: $24,375,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 55.49%
Occupancy: 91.25%
Minimum purchase 1031: $100,000; Accredited

Listing Type

DST

FULY FUNDED

Location

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash): 
4%
Fully Syndicated Value:
 $43,925,000
Equity Remaining: Fully Funded
Loan Amount: $24,375,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 55.49%
Occupancy: 91.25%
Minimum purchase 1031: $100,000; Accredited

Listing Type

DST

FULY FUNDED

Location

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash): 
4%
Fully Syndicated Value:
 $43,925,000
Equity Remaining: Fully Funded
Loan Amount: $24,375,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 55.49%
Occupancy: 91.25%
Minimum purchase 1031: $100,000; Accredited

Listing Type

DST

FULY FUNDED

Location

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash): 
4%
Fully Syndicated Value:
 $43,925,000
Equity Remaining: Fully Funded
Loan Amount: $24,375,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 55.49%
Occupancy: 91.25%
Minimum purchase 1031: $100,000; Accredited

Listing Type

DST

FULY FUNDED

Location

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash): 
4%
Fully Syndicated Value:
 $43,925,000
Equity Remaining: Fully Funded
Loan Amount: $24,375,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 55.49%
Occupancy: 91.25%
Minimum purchase 1031: $100,000; Accredited

Listing Type

DST

FULY FUNDED

Location

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash): 
4%
Fully Syndicated Value:
 $43,925,000
Equity Remaining: Fully Funded
Loan Amount: $24,375,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 55.49%
Occupancy: 91.25%
Minimum purchase 1031: $100,000; Accredited

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