Concerned About Your Investment in BV Carriage Homes on the Lake DST?
If you have invested in BV Carriage Homes on the Lake DST and are worried about potential losses, you are not alone. The White Law Group is investigating whether brokerage firms may be liable for improperly recommending this high-risk, illiquid investment to retail investors.
Overview of BV Carriage Homes on the Lake DST
BV Carriage Homes on the Lake DST is a Delaware Statutory Trust sponsored by Bridgeview Real Estate. It was offered in 2023 as a private placement under Rule 506(b), typically marketed to accredited investors seeking to defer capital gains through a 1031 exchange. The offering reportedly sought to raise approximately $64.7 million, according to documents filed with the Securities and Exchange Commission (SEC).
Although DSTs may offer certain tax advantages and passive income potential, they are often illiquid, complex, and involve substantial fees—characteristics that may be unsuitable for many conservative investors.
Key Risks of DST Investments Like BV Carriage Homes on the Lake DST
Despite being promoted as stable real estate options, DSTs carry several serious investor risks:
- Limited Liquidity – Investors generally cannot sell or redeem their interests prior to the DST’s termination.
- No Investor Control – DST investors typically have no say in operational decisions or the sale of the underlying property.
- Inability to Raise Capital – The trust structure limits its ability to raise additional funds to cover unexpected expenses or losses.
- High Upfront Costs – BV Carriage Homes on the Lake DST disclosed estimated sales commissions of over $3.88 million—typical of the high fees associated with DST offerings.
Did Your Financial Advisor Misrepresent This Investment?
Brokerage firms have a fiduciary duty to perform due diligence and ensure that recommendations are suitable based on a client’s investment profile. If your advisor failed to disclose the inherent risks or recommended the DST without evaluating your financial objectives and risk tolerance, you may have grounds for a legal claim.
Recovering Losses through FINRA Arbitration
If you believe your financial advisor failed to adequately disclose the risks of BV Carriage Homes on the Lake DST, you may be eligible to file a claim through FINRA arbitration. This dispute resolution process allows investors to seek damages from their brokerage firm for unsuitable investment recommendations, misrepresentations, or lack of due diligence.
The White Law Group has represented hundreds of investors in FINRA arbitration claims involving DSTs, REITs, and other alternative investments.
Contact The White Law Group for a Free Consultation
If you’ve suffered losses in BV Carriage Homes on the Lake DST, contact our securities fraud attorneys at 888-637-5510 to discuss your options. We represent investors nationwide and work on a contingency fee basis—meaning you don’t pay unless we recover money for you.
Visit www.whitesecuritieslaw.com for more information.
Frequently Asked Questions (FAQs) – BV Carriage Homes on the Lake DST
- What is BV Carriage Homes on the Lake DST?
It is a Delaware Statutory Trust offered in 2023 as a Reg D private placement by BV Carriage LLC, typically used in 1031 exchanges to defer capital gains. The offering sought to raise over $64 million.
- Why are DSTs considered risky for some investors?
DSTs are highly illiquid, provide no investor control, involve high commissions, and may be difficult to value. These factors make them unsuitable for investors who need access to capital or have a low risk tolerance.
- How do I know if this was an unsuitable investment for me?
If your financial advisor did not discuss your investment goals, risk tolerance, or failed to explain fees, restrictions, and liquidity issues, the recommendation may have been inappropriate.
- What is FINRA arbitration and how can it help me recover losses?
FINRA arbitration is a streamlined legal process through which investors may bring claims against their broker or financial advisor for misconduct. It is often faster and more cost-effective than traditional litigation.
- How much time do I have to take legal action?
There are strict statutes of limitations for filing claims, so it’s important to speak with an attorney as soon as possible to preserve your rights.
Last modified: July 9, 2025
