NB Mountain Valley DST: Investor Alert

NB Mountain Valley DST: Securities Investigation

The White Law Group is investigating potential securities claims involving FINRA-registered broker dealers who may have improperly recommended NB Mountain Valley DST to investors.

According to its website, Nelson Partners Student Housing reportedly has a portfolio of student housing properties that its either developed, purchased and/or managed. One of these properties is purportedly Mountain Valley Apartments located in Morgantown, WV. 

Nelson Partners reportedly filed a Form D to raise capital from investors for the offering NB Mountain Valley DST in 2017. The total offering amount was purportedly $15,702,591.

DSTs: Limited Liquidity

Investing in private placement Delaware Statutory Trusts (DSTs) carries several risks, including limited liquidity, as these investments are typically long-term and difficult to sell.

There is also the potential for loss of principal due to market volatility or poor performance of the underlying real estate assets. Additionally, DSTs may have limited control for investors, as management decisions are often in the hands of a trustee, and tax benefits could be impacted if the investment fails to meet certain regulatory requirements.

Filing a Complaint against your Brokerage Firm

The White Law Group is investigating the liability that FINRA registered brokerage firms may have for improperly recommending high-risk DSTs like Mountain Valley DST to investors.

Despite the risks of investing in DSTs, brokerage firms continue to push this type of investment because of the high commissions associated with their sale and creation.

Fortunately, FINRA does provide for an arbitration forum for investors to resolve disputes if a broker or brokerage firm makes and unsuitable investment recommendation or fails to adequately disclose the risks associated with an investment. It is possible that they could be found liable for investment losses in a FINRA arbitration claim.

Free Consultation with a Securities Attorney

If you are concerned about your investment in the NB Mountain Valley DST, please call the securities attorneys at The White Law Group at 888-637-5510 for a free consultation.

The White Law Group is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Seattle, Washington. The firm works on a contingency fee basis and may be able to represent you in a complaint against your brokerage firm.