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.

Healthcare/Retail (Net Lease)

AEI Net Lease Portfolio 21 DST consists of one retail and four medical office properties located in two regions of the U.S. The properties are currently 100% leased to three industry leading tenants with an average remaining lease term of

AEI Net Lease Portfolio 21 DST consists of one retail and four medical office properties located in two regions of the U.S. The properties are currently 100% leased to three industry leading tenants with an average remaining lease term of 11.75 years. The buildings total more than 69,000 rentable square feet leased to BioLife Plasma Services, Fresenius Medical and Tractor Supply Co.

  • 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

An investment in a portfolio of three multifamily communities in Dallas and San Antonio, TX – Axis 110 in Richardson, TX – Axis at Wycliff in Dallas, TX – Savannah Oaks in San Antonio, TX. Axis 110 is a multifamily

An investment in a portfolio of three multifamily communities in Dallas and San Antonio, TX – Axis 110 in Richardson, TX – Axis at Wycliff in Dallas, TX – Savannah Oaks in San Antonio, TX. Axis 110 is a multifamily community located in the northern DFW suburb of Richardson, Texas. The property was completed in 2017 and totals 308,309 square feet, including 8,110 square feet of retail space and 351 residential units. • The five-story luxury building is 95.7% leased and is situated on just under 4 acres containing two courtyards. The apartments feature a gas range and glass-front cabinetry with numerous indoor and outdoor amenity spaces, including a clubroom and covered outdoor lounges. AXIS AT WYCLIFF – Coffee bar conference center Pet park Outdoor entertainment areas Storage units Overhead fan in living rooms Stainless steel appliances Hardwood floors COMMUNITY AMENITIES Garage and carports Resident lounge Swimming pool Fitness center PROPERTY DETAILS • A 334-unit, 2014-vintage property near the affluent Turtle Creek submarket, Axis at Wycliff is situated on two land parcels totaling almost 5 acres. The property is 94.6% leased and features a four-story, elevator-serviced building and a three-story walkup, both totaling 274,806 square feet. SAVANNAH OAKS – Pet park Outdoor entertainment areas Gated community Walk-in closets Overhead fan in living rooms Stainless steel appliances COMMUNITY AMENITIES Business Center Resort-style pool with cabanas Fitness center PROPERTY DETAILS • Completed in 2016, Savannah Oaks is a 13-building, garden-style multifamily community located in the Northwest San Antonio submarket. The property is 94% leased and totals 316,642 square feet of rentable space. • Located on 20+ acres, the property offers its residents plenty of room, with a density of only 16 units per acre. Savannah Oaks also features a luxury amenity package that includes a resort-style pool with cabanas, a fitness center, clubhouse, and outdoor entertainment area.

  • 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

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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