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.
INVESTMENT PLAN 294-unit mid/high-rise apartment community completed in 2021-2022. The Property is comprised of four 4-story residential buildings, two 2-story residential buildings, and a single-story clubhouse building situated on approximately 11.68 acres. Maximize revenue and occupancy over the holding period. Distribute monthly cash flow. Sell in approximately 10 years, or when the market dictates.
NexPoint Storage IV DST is comprised of three GenV self-storage properties. Two of the properties are located in Phoenix, Arizona and one in St. Petersburg, Florida. Current average occupancy among the properties is approximately 85%. The portfolio provides 243,656 rentable square feet throughout 2,332 units and 15 rentable RV storage spaces. NexPoint acquired the two Phoenix-area properties from a third-party seller. The St. Petersburg property was previously acquired by NexPoint through its acquisition and privatization of a publicly traded storage REIT. Unlike rural self-storage, Storage IV DST consists of GenV (vertical construction) storage facilities. The properties are in denser urban and suburban markets and provide a competitive advantage compared to low-cost competition located well outside population centers. The multi-story storage facilities include amenities such as climate-controlled units, security cameras and onsite management. The properties in the portfolio will be managed by the second largest self-storage manager in the nation – Extra Space Storage. Extra Space currently manages over 2,300 properties located throughout 41 states.
NexPoint Aviation DST is a 298-unit multifamily property located in Morrisville, North Carolina – 15 minutes west of downtown Raleigh. Built in 2021, Aviation Crossing Apartments is 94.3% occupied as of July 2022 and offers residents studio, 1-, 2- and 3-bedroom floor plans ranging from 715 – 1,430 square feet. The DST plans to make minor capital improvements and hire a nationally recognized third-party property management company to increase rents while implementing a revenue and lease expiration management system. The Raleigh-Durham-Cary Combined Statistical Area (Raleigh-Durham-Cary, NC CSA) is the second largest CSA in the state of North Carolina with over 2.1 million residents and a diverse economy. In 2021, Raleigh’s population grew by 2%, making it the second-fastest growing large metropolitan area in the U.S. Aviation Crossing Apartments is centrally located in the region, equidistant from Durham and Raleigh, approximately a 15-minute commute to either using the nearby thoroughfares.
Amenities at the Property include a central dining room, bistro, beauty salon/barber shop, movie theater, community room, library, game parlor, fitness center, laundry rooms on each floor, and in-unit laundry in the villas. Over time, Livingston believes there may be additional unit upgrades and other capital projects, which could be accretive to revenue growth. Vancouver Pointe was rated among the top Senior Living properties in the nation by US News & World Report based on high ratings from residents and their families. Effective rental increases in 2022 were 6.2%. Most recently in January, the Property increased rents by 8.16% for calendar year 2023.
Occupancy: The average occupancy of the Property was 96.4% in 2020 and 97.0% in 2021. As of July 5, 2022, the average occupancy year-to-date is 98.2% and current occupancy is 98.1%. Recent Rental Renewals: As of July 2022, the Property has achieved 7.1% increases on renewals year-to-date, while the months of May, June, and July 2022 achieved an average of 8.1% on renewals. Value-Add Potential: Prior ownership has renovated 192 units with a) 104 units receiving a partial renovation, which generally included painted kitchen and vanity cabinets, laminate countertops, vinyl plank flooring, black appliances, and updated fixtures and hardware, and b) 88 units receiving a light plus renovation, which generally included refinished cabinets, granite countertops, vinyl plank flooring, stainless steel appliances, and updated fixtures and hardware. Historically, renovated units have achieved rental premiums of over $115 per month over non-renovated units depending on the unit size and level of renovation.
Livingston Street Capital LSC-Reno NV DST consists of a 131-unit age-restricted independent living community located in Reno, NV – 15 minutes southeast of downtown Reno. Constructed in 2020, the property, Mountain Lakes Estates is currently 96.9% occupied. The neighborhood provides residents with a suburban lifestyle and easy access to a nearby Interstate that runs throughout Reno. Near the property are numerous recreational and entertainment options including walking trails, municipal parks, golf courses, large shopping malls and casinos. Additionally, the property is a 5-minute drive from the Northern Nevada Medical Center. Residents are adjacent to a commercial corridor featuring grocery stores, sit down and fast casual dining, lodging and retail shopping.
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
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
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
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
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
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
For urgent matters, please call our dedicated number or send us an email.
© 2024 Grace Capital Management • All Rights Reserved