Multi-Family
DST

Multifamily DST Florida

FULLY FUNDED

A 297 unit, multi-family community on 17.11 acres.
Key West, Florida

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.53%
Fully Syndicated Value: $116,275,000
Equity Remaining: Fully Funded
Loan Amount: $65,975,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $50,300,000
LTV: 56.74%
Occupancy: 91%
Minimum purchase 1031: $100,000; Accredited

Royalty Energy
1031 Program

Energy Royalty

FULLY FUNDED

Investment Type: Energy Royalty
First year projected lease payment as percentage of invested capital
(Cash on Cash):
8%
Fully Syndicated Value:
$11,300,000
Equity Remaining: Fully Funded
Loan Amount: No Loan  –  All Cash
Hold Period: 5-8 year
Total Equity/Beneficial Interests: $11,300,000
LTV: NA
Occupancy: NA
Minimum purchase 1031: $100,000; Accredited

Multi-Family
DST

Multifamily DST Sarasota Florida

FULLY FUNDED

Sarasota, Florida

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
3.95%
Fully Syndicated Value:
$88,100,000
Equity Remaining: Fully Funded
Loan Amount: $42,625,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $45,475,000
LTV: 48.38%
Occupancy: 95%
Minimum purchase 1031: $100,000; Accredited

Industrial
DST

Amcor DST Ohio

FULLY FUNDED

New Albany, Ohio

Investment Type: Net Lease Commercial
First year projected lease payment as percentage of invested capital
(Cash on Cash):
5.15%
Fully Syndicated Value: $23,565,000
Equity Remaining: Fully Funded
Loan Amount:
$13,650,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $98,479,389
LTV: 57.9%
Occupancy: 100%
Minimum purchase 1031: $100,000; Accredited

Hospitality
DST

Hospitality DST Missouri

FULLY FUNDED

New Albany, Ohio

Investment Type: Hospitality
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.5%
Fully Syndicated Value:
$49,346,196
Equity Remaining: Fully Funded
Loan Amount: $22,400,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $26,946,196
LTV: 45.39%
Occupancy: Varies
Minimum purchase 1031: $100,000; Accredited

Multi-Family
DST

Alabama Multifamily DST

FULLY FUNDED

Class A garden style multifamily property.
Prattville, Alabama

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.5%
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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Multi-Family Portfolio
DST

Colorado Multifamily DST

FULLY FUNDED

997 units of multifamily located throughout the Denver metropolitan area.
Denver, Colorado

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.21%
Fully Syndicated Value: $239,373,307
Equity Remaining: Fully Funded
Loan Amount:
$123,999,250
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $115,374,057
LTV: 51.80%
Occupancy: 94.5%
Minimum purchase 1031: $100,000; Accredited

Student Housing
DST

New York DST 1031 Investment Properties

FULLY FUNDED

197 unit student housing property located on 11.23 acres. Walking distance of Iowa State University.

Investment Type: Student Housing
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.09%
Fully Syndicated Value:
$44,010,000
Equity Remaining: Fully Funded
Loan Amount: $25,220,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $115,374,057
LTV: 57.95%
Occupancy: 99%
Minimum purchase 1031: $100,000; Accredited

Office Net Lease
DST

Chicagoland 1031 DST

FULLY FUNDED

Net lease office property.
Near Boston, Massachusetts

Investment Type: Office Net Lease
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.7%
Fully Syndicated Value: $41,200,000
Equity Remaining: Fully Funded
Loan Amount: $25,527,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $15,673,000
LTV: 62%
Occupancy: 100%
Minimum purchase 1031: $100,000; Accredited

Net Lease Portfolio
DST

Net Lease DST

FULLY FUNDED

Single tenant net lease portfolio containing four tenants on long term leases that are geographically diverse.

Investment Type: Retail
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.61%
Fully Syndicated Value: $20,485,000
Equity Remaining: Fully Funded
Loan Amount: $0
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $20,485,000
LTV: 0%
Occupancy: 100%
Minimum purchase 1031: $100,000; Accredited

Market Portfolio
DST

Market DST Chicago

FULLY FUNDED

Three net lease grocery properties located in Chicago MSA; with a cash-out option.

Investment Type: Net Lease
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.59%
Fully Syndicated Value: $39,769,696
Equity Remaining: Fully Funded
Loan Amount: $0 (before cash-out)
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $39,769,696 (before cash-out)
LTV: 0% (before cash-out)
Occupancy: 100%
Minimum purchase 1031: $100,000; Accredited

Multi-Family
DST

Multifamily DST Georgia

FULLY FUNDED

320-unit Class A Multifamily property built in 2016. Approximately 16 acres, diverse mix of studio, 1 and 2-bedroom units.
Savannah, Georgia

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.20%
Fully Syndicated Value: $71,490,000
Equity Remaining: Fully Funded
Loan Amount: $5,000,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $30,800,000
LTV: 56.92%
Occupancy: 91.25% as of 12/27/2017
Minimum purchase 1031: $100,000; Accredited

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Multi-Family Portfolio
DST

Multifamily DST Minnesota

FULLY FUNDED

Three multifamily properties, 874 total units.
North Carolina, Minnesota, & Connecticut

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.36%
Fully Syndicated Value: $218,042,339
Equity Remaining: Fully Funded
Loan Amount: $117,425,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $100,617,339
LTV: 53.85%
Occupancy: 93.9% As of 1/9/2018
Minimum purchase 1031: $100,000; Accredited

Healthcare Net Lease
DST

Healthcare DST Oklahoma

FULLY FUNDED

Four properties with five separate tenants in growing metropolitan areas.

Investment Type: Heathcare Net Lease
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.81%
Fully Syndicated Value: $39,990,338
Equity Remaining: Fully Funded
Loan Amount: $0
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $39,990,338
LTV: NA
Occupancy: 100%
Minimum purchase 1031: $100,000; Accredited

Multi-Family Portfolio
DST

Multifamily DST Colorado

FULLY FUNDED

Three apartment communities located in three different cities in the state of Colorado. Two are Class A newer builds and one has a value add opportunity.
Colorado

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.01%
Fully Syndicated Value: $186,080,998
Equity Remaining: Fully Funded
Loan Amount: $94,708,913
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $91,372,086
LTV: 50.90%
Occupancy: 94.7-95.5%
Minimum purchase 1031: $100,000; Accredited

Multi-Family
DST

Multifamily DST Kansas

FULLY FUNDED

A 228-unit multifamily garden style apartment community located on approximately 13.18 acres.
Olathe, Kansas

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.30%
Fully Syndicated Value: $44,187,000
Equity Remaining: Fully Funded
Loan Amount: $24,862,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $19,325,000
LTV: 56.27%
Occupancy: 98%
Minimum purchase 1031: $100,000; Accredited

Multi-Family
DST

Multifamily DST Sandy Springs Georgia

FULLY FUNDED

Class A apartment community
consisting of 232 units.
Sandy Springs, Georgia

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
3.99%
Fully Syndicated Value: $52,397,488
Equity Remaining: Fully Funded
Loan Amount: $27,150,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $24,742,538
LTV: 51.82%
Occupancy: 96%
Minimum purchase 1031: $100,000; Accredited

Self-Storage Porfolio
DST V

Self Storage DST Alabama

FULLY FUNDED

Self-storage portfolio consisting of four properties, 2,282 storage units.
Alabama and Georgia

Investment Type: Self-Storage
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.08%
Fully Syndicated Value: $34,710,801
Equity Remaining: Fully Funded
Loan Amount: $18,222,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $16,488,801
LTV: 52.50%
Occupancy: 90.44%
Minimum purchase 1031: $100,000; Accredited

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Multi-Family
DST

Multifamily DST Colorado Springs

FULLY FUNDED

260 unit multifamily property built in 2014.
Colorado Springs, Colorado

Investment Type: Multi-Family
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.38%
Fully Syndicated Value: $64,974,578
Equity Remaining: Fully Funded
Loan Amount: $36,000,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $28,974,578
LTV: 55.41%
Occupancy: 91.2%
Minimum purchase 1031: $100,000; Accredited

Senior Living
DST

Elderly Care DST

FULLY FUNDED

Washington

Investment Type: Senior Living
First year projected lease payment as percentage of invested capital
(Cash on Cash):
5.6%
Fully Syndicated Value: $45,210,600
Equity Remaining: Fully Funded
Loan Amount:
$26,350,000
Hold Period: 7 year
Total Equity/Beneficial Interests: $18,860,000
LTV: 58.3%
Occupancy: Varies
Minimum purchase 1031: $100,000; Accredited

Healthcare Net Lease
DST

Healthcare DST Idaho

FULLY FUNDED

Two one-story medical office buildings.
Utah and Idaho

Investment Type: Medical Net Lease
First year projected lease payment as percentage of invested capital
(Cash on Cash):
4.66%
Fully Syndicated Value: $12,890,000
Equity Remaining: Fully Funded
Loan Amount: $7,880,000
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $4,453,890
LTV: 0%
Occupancy: 100% (Average)
Minimum purchase 1031: $100,000; Accredited

Zero Coupon Office Net Lease
DST

Office DST Chicago

FULLY FUNDED

Zero cashflow investment to suit investors in need of high leverage.
Chicago

Investment Type: Office
First year projected lease payment as percentage of invested capital
(Cash on Cash):
0%
Fully Syndicated Value: $398,276,589
Equity Remaining: Fully Funded
Loan Amount: $332,942,584
Hold Period: 7-10 year
Total Equity/Beneficial Interests: $65,334,005
LTV: 83.36%
Occupancy: 100%
Minimum purchase 1031: $100,000; Accredited

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