Investor Alert: CS1031 Ashland NC Apartment Portfolio, DST

The White Law Group is investigating potential securities claims involving the offering of CS1031 Ashland NC Apartment Portfolio, DST, a Regulation D private placement sponsored by Capital Square Realty Advisors, LLC.

According to this filing with the SEC, the offering was structured as a Delaware Statutory Trust (DST) in 2022 and sought to raise approximately $73 million from accredited investors, often marketed as a 1031 exchange opportunity.

Offering Overview : CS1031 Ashland NC Apartment

• Total Offering Amount: $73,090,000
• Sales Commissions: Estimated $6,212,650
• Minimum Investment: $50,000
• Use of Proceeds to Insiders: Estimated $2,413,530
• Broker-Dealer: WealthForge Securities, LLC (CRD#: 152550)
• Securities Offered: Beneficial interests in a Delaware Statutory Trust
• Exemption Claimed: Rule 506(c) of Regulation D

These private placement investments can be complex and risky, particularly for investors with low risk tolerance or a need for liquidity.

Risks of DST Investments

DST offerings like CS1031 Ashland NC Apartment Portfolio, DST can pose significant risks, including:

• Illiquidity: DSTs are long-term investments with holding periods often ranging from 7–10 years.
• High Fees: Upfront sales commissions and organizational fees can significantly reduce potential returns.
• Lack of Control: Investors cannot influence property management, financing, or sale decisions.
• Market Risk: The performance of the investment depends heavily on the underlying real estate market and sponsor execution.

Recovery Options for Investors

If your financial advisor recommended CS1031 Ashland NC Apartment Portfolio, DST without fully disclosing the risks, you may be able to pursue recovery of losses through FINRA arbitration. Broker-dealers have a duty to perform due diligence on investments and to recommend only those that are suitable for their clients’ risk profiles.

Speak with a Securities Attorney

The White Law Group has over 20 years of experience representing investors in FINRA arbitration claims involving DSTs and other complex investments.

If you invested in CS1031 Ashland NC Apartment Portfolio, DST and are concerned about your losses, call 888-637-5510 or visit whitesecuritieslaw.com for a free consultation.

Frequently Asked Questions (FAQs) – CS1031 Ashland NC Apartment

What is CS1031 Ashland NC Apartment Portfolio, DST?

It is a real estate investment structured as a Delaware Statutory Trust, typically marketed for use in 1031 exchanges.

Why are DST investments risky?

DSTs often involve high fees, long holding periods, and lack liquidity, making them unsuitable for some investors.

Can I recover losses if I invested?

Possibly. If your advisor failed to disclose risks or made unsuitable recommendations, you may have a claim through FINRA arbitration.