1031 Delaware Statutory Trust (DST) Investments

If you are concerned about investment losses in a 1031 Delaware Statutory Trust (DST) investment, the securities attorneys at the White Law Group may be able to help you by filing a claim against your brokerage firm.

A Delaware Statutory Trust (DST) is a legally recognized trust that is set up for the purpose of business, but not necessarily in the U.S. state of Delaware.

Investors seeking to defer paying capital gains taxes on property often do so using §1031 of the Internal Revenue Code. Under §1031, an investor may defer paying capital gain taxes on property when they purchase “like kind” property within 45 days of selling the original property.

Traditionally, investors have taken this route by way of tenant in common investments (or TICs).   However, recently a similar structured investment called a Delaware Statutory Trust (or DST) has become popular with investors and while there are a lot of similarities between TICs and DSTs in form and structure, there are some important differences.

What is a Delaware Statutory Trust (DST)?

Delaware Statutory Trusts (DSTs) are typically formed as private agreements for real property.  DST Investments are generally offered as replacement property for accredited investors seeking to defer their capital gains taxes through the use of a 1031 tax deferred exchange and as straight cash investments for those wishing to diversify their real estate holdings.

DSTs are similar to tenants-in-common (TIC) investments when it comes to benefits, risks, and structure.

The idea behind the TIC and DST property ownership structure is that it allows the smaller investor to own a fractional interest in large, institutional quality and professionally managed commercial properties along with other investors, not as limited partners, but as individual owners within a Trust.

Each owner receives their percentage share of the cash flow income, tax benefits, and appreciation, if any, of the entire property. The DST ownership option essentially offers the same benefits and risks that an investor would receive as a single large-scale investment property owner, but without the management responsibility.

DST vs TIC: What’s the difference?

A tenancy-in-common is a type of property ownership where multiple people share ownership of a certain property, while a Delaware Statutory Trust is a type of trust that is established for the purpose of investing in real estate or other assets.

A key difference between the two is that a tenancy-in-common provides each owner with a distinct share of the property, whereas a Delaware Statutory Trust provides the beneficiaries with an interest in the trust itself. Another notable difference is that a tenancy-in-common does not offer limited liability protection to its owners, while a Delaware Statutory Trust provides limited liability protection to its beneficiaries.

Delaware Statutory Trust (DST) Tax Advantages

DSTs give you the same tax benefits you’d get from direct real property ownership or a TIC, including mortgage interest deduction.  Also, most people purchase a DST by performing a 1031 like kind exchange, allowing the purchaser to defer capital gains on a previous investment.

This can make DST investments attractive to older real estate investors who still want the benefits of real estate ownership but without the hassle.  Brokerage firms that sell DSTs often focus on the tax deferral, income potential and lack of day-to-day management as the basis of recommending DSTs.  There are downside risks though.

Downside Risks of Investing in Delaware Statutory Trusts (DSTs)

Liquidity – Like other real estate, a DST is considered an illiquid asset. Though you may be receiving cash flow, you won’t have access to any proceeds until the asset is sold, and the program concludes, which could involve a span of 7-10 years or more.

Rights – In a DST, you are basically a silent partner. Investors in a DST do not have a formal vote regarding property operations or dispositions. As such, you don’t have a say in who leases the property, what capital improvements should be made, when the asset should be sold, or anything else concerning the property.

Selling – The biggest risk for investors may be lack of control in when the investment will be sold.  In this regard, DST owners have even fewer rights than TIC owners (whose rights are also limited by the nature and structure of TICs).

Additionally, once the trust is formalized, no future equity contributions can be made to the DST.  DSTs cannot renegotiate the terms of the existing loans, or add new loans.  DSTs cannot reinvest the proceeds from the sale of its investment real estate.

The only capital expenditures the DST can make with respect to the property are those for normal repair and maintenance, minor non-structural capital improvements, and those required by law.  These limitations can be catastrophic in volatile market climates (i.e. when the market declines and tenants fail to renew or pay their rent).

FINRA Brokerage Firm Responsibilities involving a 1031Delaware Statutory Trust (DST)

When selling any investment, broker dealers are required to perform adequate due diligence on all investment recommendations. They must ensure that each investment recommendation that is made is suitable for the investor in light of the investor’s age, risk tolerance, net worth, financial needs, and investment experience.

When selling DSTs there are additional duties brokerage firms have given the untraditional nature of DSTs compared to more traditional investments like ETFs or mutual funds.

Specifically, DSTs are considered by FINRA to be “non-conventional investments.”  Notice to Member 03-71 (“NTM 03-71”) reminded brokers and broker-dealers of their requirements as they pertained to the sale of non-conventional investments (NCIs).

The notice to member specifically requires broker-dealers that sell NCIs to, among other things, conduct (1) appropriate due diligence, (2) perform a reasonable-basis suitability analysis, (3) perform customer specific suitability analysis for recommended transactions, (4) provide a balanced disclosure of the risks and rewards associated with a particular product, especially when selling to retail investors; (5) implement appropriate internal controls; and (6) train registered persons regarding the features, risks, and suitability of these products.

Appropriate Due Diligence

NTM 05-18 also reinforced these same basic obligations and directed the message to Members with regard specifically to TIC sales (as stated above, TICs and DSTs are structured very similarly).  This notice also reminded brokers that sell TICs to, among other things, conduct (1) appropriate due diligence, (2) perform a reasonable-basis suitability analysis, (3) perform customer specific suitability analysis for recommended transactions, and (4) ensure that promotional materials are accurate.

NTM 05-18 also reminds firms of their requirement to balance the potential tax savings provided by performing a 1031 exchange with the costs of purchasing a particular TIC property.  This can be a very important consideration when deciding whether to purchase a DST.  While a 1031 exchange may allow an investor to defer capital gains on the sale of an investment, if the cost of the replacement investment is the same or more than the tax benefits, then the risk and other downsides of DSTs must be a greater consideration.

As stated above, brokerage firms often focus on the tax advantages and income potential of DSTs and downplay the risks, illiquidity, and costs.  However, they are required by FINRA rules to balance these considerations before making any DST recommendations and brokerage firms’ failure to properly disclose and account for these risks is often where they get in trouble when selling these products.

FINRA Arbitration to Recover Investment Losses in Delaware Statutory Trust (DST)

The Financial Industry Regulatory Authority (FINRA) regulates the securities industry in the United States. It is responsible for overseeing the activities of brokerage firms, and for enforcing rules and regulations related securities.

You may be able to recover investment losses through FINRA arbitration if you’ve been defrauded. Once you’ve retained a securities fraud attorney, the process of filing a claim through FINRA could take place. This claim should include a description of the fraud, the amount of money lost, and any supporting documentation.

Once the claim is filed, FINRA will appoint an arbitrator to hear the case. The arbitrator is responsible for reviewing the evidence and making a decision about whether the investor is entitled to restitution. If the arbitrator rules in favor of the investor, they will issue an award for damages, and this can be used to seek restitution from the person or company that defrauded the investor.

Is a Delaware Statutory Trust (DST) Investment Suitable for You?

Your financial advisor should only recommend investments that are suitable for their clients. The financial advisor should conduct a suitability analysis on a holistic level. Liquidity needs, time horizon, risk tolerance, age, income, are just a few categories an advisor should consider prior to recommending any investment. Once that is completed the brokerage firm must ensure that due diligence was completed at every level of each investment.

Fortunately for investors who purchase a DST through a brokerage firm, you may be able to recover investment losses through FINRA arbitration.

The White Law Group exclusively represents investors in claims against brokerage firms through the FINRA arbitration process.  If you suffered losses investing in a Delaware Statutory Trust (DST), please call The White Law Group at 1-888-637-5510 for a free consultation.

The White Law Group, LLC is a national securities fraud, securities arbitration, investor protection, and securities regulation/compliance law firm with offices in Chicago, Illinois and Seattle, Washington.

For more information on The White Law Group, and its representation of investors, please visit: whitesecuritieslaw.com.

Delaware Statutory Trust (DST) Sponsors

Like TICs, DSTs are generally put together by investment sponsors that find the property and then sells the DST interests to individuals.  Often brokerage firms are used by the DST sponsor companies for finding the individuals to invest.

For this service, brokerage firms are generally paid a high commission, often 7% or higher (a 7% up front commission is well in excess of the commissions offered financial advisors selling annuities or mutual funds, which creates an inherent conflict of interest for advisors recommending DST investments).

The following is a list of DST sponsors that create Delaware Statutory Trust investment deals and their offerings:

AEI

AEI Net Lease Portfolio DST
AEI Healthcare Portfolio DST
AEI Net Lease PORTFOLIO 19 DST

ARCTRUST

ARCTRUST Phoenix DST
ARCTRUST Vestal Home Improvement DST
ARCTRUST Essential Property, DST
ARCTRUST Industrial DST
ARCTRUST Somerset Pharmacy DST

Ares Diversified Real Estate Exchange LLC

ADREX Clearwater DST
ADREX Diversified 3 DST
ADREX Diversified 4 DST
ADREX Diversified 5 DST
ADREX Diversified I DST
ADREX Diversified II DST
ADREX Multifamily I DST

Ares Industrial Real Estate Exchange LLC

AIREX Portfolio 7 DST
AIREX Portfolio IV DST
AIREX Portfolio V DST
AIREX Portfolio VI DST

American Capital Group

Palms at Morada DST

Arrimus Capital

ACA Illinois Tier 1 Student Housing DST
ACA Stadium View Student Housing DST

BDP Holdings

Baker Tilly/BT REI Manager LLC

BT Bloomington Student Housing DST
BT Mankato Student Housing DST
BT Ames Student Housing DST
BT Mankato Student Housing DST

Black Creek Industrial Exchange

BC Industrial Exchange Portfolio III DST
BC Industrial Exchange Portfolio I DST
BC Industrial Exchange Portfolio III DST
BC Industrial Exchange Portfolio II DST
BC Exchange Clayton Commerce Center DST
BC Exchange Reno Logistics Center DST
BC Exchange Logistics Portfolio DST

 

Bluerock Value Exchange

Cantor Fitzgerald

CF ON3 Lifesciences Parent DST
CF ON3 Lifesciences Parent DST
CF Weston Multifamily DST
CF Legacy at Fox Valley Multifamily DST 
CF Livonia DST 
CF Net Lease Portfolio V DST 
CF Net Lease Portfolio IV DST 
CF Retail Properties VI DST  
CF Westchester Multifamily DST 
CF Pearland Multifamily DST 
CF Archer Multifamily DST 
CF Pillar Partners, LP 
CF Palms Multifamily DST 
CF Arrabella Multifamily DST 
CF West End Multifamily DST 
CF Glenmuir Multifamily DST 
CF Industry Multifamily DST 
CF Valencia Life Sciences DST 
CF Texas Multifamily Portfolio DST 
CF Bala Woods Multifamily DST 
CF Chisholm Multifamily DST 
CF Kacey Multifamily DST 
CF Riverview Multifamily DST 
CF Mount Comfort DST 
CF Tribeca Multifamily DST

 

Capital Square 1031

CS1031 Hunter’s Chase Apartments, DST
CS1031 Village at Westland Cove Apartments, DST
CS1031 Twin Palms MHC, DST 
CS1031 Coach House MHC, DST 
CS1031 17 Broad Apartments, DST 
CS1031 Midway Estates MHC, DST 
CS1031 Livingston Apartment Flats, DST 
CS1031 MOB AZ I, DST 
CS1031 Lullwater at Big Ridge Apartments, DST 
CS1031 MOB TX VII, DST 
CS1031 Integra Vistas Apartments, DST 
CS1031 Sun Key Village MHC, DST 
CS1031 SouthLawn Lawrenceville Apartments, DST 
CS1031 Foxwood Village MHC, DST 
CS1031 Streets of Greenbrier Apartments, DST 
CS1031 SomerHill Farms Apartments, DST 
CS1031 Colorado Power, DST 
CS1031 Canopy at Ginter Park Apartments DST 
CS1031 California Data Center, DST 
CS1031 Whispering Pines MHC, DST 
CS1031 The Falls at Ormond Beach MHC, DST 
CS1031 Marina Pointe Apartments, DST 
CS1031 Maplewood Estates MHC, DST 
CS1031 Harbor View MHC, LLC 
CS1031 Residence at Riverwatch Apartments, DST 
CS1031 SE MOB Portfolio, DST 
CS1031 Fairlane Harbor MHC, DST 
CS1031 Abbington Place Apartments, DST 
CS1031 MOB TX VI, DST 
CS1031 Midwest Industrial, DST 
CS1031 Augusta MOB, DST 
CS1031 SE Apartment Portfolio, DST  
CS1031 So Cal MOB, DST 
CS1031 Houston Memory Care II, DST 
CS1031 Midwest Dialysis, DST 
CS1031 Carolina Tech HQ, DST 
CS1031 Carolina Industrial, DST 
CS1031 Houston Memory Care, DST 
CS1031 Old Towne Loft Apartments, DST 
CS1031 Jacksonville FL HQ, DST 
CS1031 Ashland MOB, DST 
CS1031 Diversified Dialysis Portfolio, DST 
CS1031 Tampa Pharma, DST 
CS1031 High Ridge Apartments, DST 
CS1031 California MOB I, DST 
CS1031 Louisburg MOB, DST 
CS1031/Kay Alexander Pointe Apartments, DST 
CS1031 Louisburg MOB, DST 
CS1031/Kay Maple Springs Apartments, DST 
CS1031 Kinston MOB, DST 
CS1031 Morganton MOB, DST 

CAI Investments

CAI INVESTMENTS RENO-TAHOE, DST 
CAI INVESTMENTS KANSAS CITY, DST 
CAI Investments Lake Forest Global HQ, DST 
CAI Investments Coatesville DST 
CAI Investments Daytona, DST
CAI Investments Healthcare Products I, DST
CAI Investments Healthcare Products II, DST
CAI Investments Medical Products I, DST

Carter Exchange

CX Texas Industrial, DST 
CX Partners Fund 2 Ltd 
CX Evergreens at Mahan, DST 
CX Mode at Hyattsville, DST 
CX Heritage, DST 
CX Station at Savannah Quarters, DST 
CX Owings Mills Multifamily, DST 
CX Station at Clift Farm, DST 
CX Palo Verde Holdings Ltd. 
CX Retreat at the Park, DST 
CX Lullwater at Blair Stone, DST 
CX Multifamily Portfolio, DST 
CX EOS Orlando, DST 
CX Foundry Yards, DST 
CX Residences at Congressional Village, DST 
CX Station at Clift Farm, DST 
CX Lively Indigo Run, DST 
CX Midwest Industrial Logistics, DST 
CX Station at Poplar Tent, DST 
CX Station at Savannah Quarters, DST 
CX Alexandria, DST 
CX Courts of Avalon, DST 
CX Highland, DST 
CX Riverstone, DST 
CX Liberty Mill, DST 
CX Evergreens at Mahan, DST 
CX Residences at Congressional Village, DST 
CX Mode at Hyattsville, DST 
CX Highland, DST 
CX Reagan Crossing, DST 
CX Cypress McKinney Falls, DST

Cameron

CAMERON WAL MART DST
CAMERON CHARLOTTE INDUSTRIAL DST

Core Pacific Advisors

Core Pacific Crosslakes DST
CPA Franklin Industrial DST
Collective Apartments DST
CPA Cue Luxury Apartments DST

Cove Capital

Cove Net Lease Income Fund 18, LLC
Cove San Antonio Multifamily 33 DST
Cove Airport Medical DST
Cove Debt Free Charlotte Pharmacy DST
Cove Debt Free Maplewood Industrial DST
Cove Debt Free Maryland Medical DST
Cove Debt Free Tacoma Data Center DST
Cove Debt Free Washington Pharmacy DST
Cove Debt Free Winston-Salem Distribution DST
Cove Net Lease Distribution 44 DST
Cove LaPlace Dialysis 26 DST
Cove Tractor Net Lease 45 DST
Cove Shreveport Pharmacy DST

Cunat Exchange

Cunat Exchange DST I
Cunat Exchange DST II
Cunat Exchange DST III
Cunat Exchange DST IV

DPM Self Storage

DPM SELF STORAGE ST CHARLES DST
DPM SELF STORAGE SAGINAW DST
DPM SELF STORAGE COLUMBUS DST

Essex Realty Investments (ERI)

ERI (Fayetteville) DST

ExchangeRight

Lakeside at Arbor Place DST
ExchangeRight Net Leased Portfolio 34 DST
ExchangeRight Value Added Portfolio 1 DST
ExchangeRight Net Leased Portfolio 28 DST

Four Springs TEN31 Xchange

FSC Healthcare 7 DST 
FSC Industrial III DST 
FSC Automotive I DST 
FSC Healthcare II DST 
FSC Industrial 7 DST 
FSC Industrial 6 DST 
FSC Industrial 8 DST 
FSC Industrial 9 DST 
FSC Healthcare II DST 
FSC Healthcare III DST 
FSC Industrial IV DST 
FSC Diversified 2 DST 
FSC HEALTHCARE IV DST 
FSC AS Jonesboro AR, DST 
FSC AS Mt. Juliet TN DST 
FSC MRC Odessa TX, DST 
FSC GM Lebanon IN, DST 
FSC AS Jonesboro AR DST 
FSC BJ Tilton NH, DST

Go Store It

GO STORE IT ASHEVILLE II, DST NC
Go Store It Asheville Storage DST NC
GO STORE IT ATLANTA DST NC
Go Store It Bluffton Storage DST
Go Store It Charleston Gregorie DST
GO STORE IT CHARLESTON II DST
Go Store It Charleston III DST
Go Store It Charleston Storage DST
GO STORE IT CHARLOTTE DST
GO STORE IT CHARLOTTE II DST
GO STORE IT CONCORD STORAGE DST
GO STORE IT CROSSVILLE DST
Go Store It Fletcher Storage DST
Go Store It Greenville Storage DST
Go Store It Hampton DST
GO STORE IT HILTON HEAD II DST
Go Store It Kennesaw, LLC
Go Store It Louisville LLC
Go Store It Louisville Storage DST
Go Store It Mt. Pleasant, LLC
GO STORE IT NANTUCKET STORAGE DST
Go Store It Naples Storage, DST
GO STORE IT NASHVILLE STORAGE DST
Go Store It Nashville, LLC
Go Store It North Carolina, DST
Go Store It Orlando DST NC
Go Store It Raleigh Storage DST NC
Go Store It Richmond Storage, DST NC
Go Store It Wilmington II, DST NC
GO STORE IT WILMINGTON III DST NC
Go Store It Wilmington Storage DST

Griffin Capital Guardians of Wealth

Hamilton Zanze (HZ)

HZ Crestone DST
HZ Deer Valley DST
HZ Greens DST
HZ Bellevue DST
HZ Cantare DST
HZ Rivertop DST
HZ DST Credit Fund I, LLC
HZ Kirkwood DST
HZ Signature Point DST
HZ Echelon DST
HZ Jefferson Square DST
HZ Foothills DST
HZ Steelyard DST

Hasta DST Ventures

Hasta Multifamily DST

IDEAL Capital Group Holdings, LLC

ICG1031 Hudson, DST
ICG1031 Tempe DST

Inland Private Capital Corporation

IPC Industrial Portfolio DST
Franklin WI Multifamily DST 
Kansas City MSA Senior Living DST
Huntsville SFR DST
Diversified Residential Portfolio II DST 
Grand Rapids Multifamily DST
Rochester MN Senior Living DST 
Ft. Collins Multifamily III DST 
National Multifamily Portfolio III DST 
Rancho Cordova Retail Center, L.L.C. 
Riverdale Multifamily DST 
Sun Belt Multifamily Portfolio DST 
FL-NY Multifamily Portfolio DST 
Milwaukee MSA Multifamily Portfolio DST 
Texas Healthcare Portfolio DST 
Midwest Senior Living Portfolio DST 
Dallas Multifamily DST 
Denver MSA Multifamily II DST 
Brighton Multifamily DST  
NC Student Housing Portfolio DST 
Florida Multifamily Portfolio DST 
Self-Storage Portfolio III DST 
Colorado Multifamily Portfolio IV DST  
San Marcos Student Living DST 
Park Creek Steeple Multifamily DST 
Orlando Student Housing DST 
Phoenix MSA Multifamily DST 
Gulf Coast Industrial DST 
East Coast Wholesale Portfolio DST
Zero Coupon Ann Arbor Lab DST
Zero Coupon AZ Fulfillment DST
Zero Coupon Chicagoland Office DST
Zero Coupon Essential Portfolio DST
Zero Coupon Essential Portfolio II DST
Zero Coupon MI Office DST
Zero Coupon OH Fulfillment DST
Zero Coupon Pharmacy DST
Zero Coupon Pharmacy II DST
Zero Coupon Pharmacy III DST
Zero Coupon Pharmacy IV DST
Zero Coupon Pharmacy V DST
Zero Coupon Pharmacy VI DST
Zero Coupon Pharmacy VII DST
Zero Coupon Pharmacy VIII DST
Zero Coupon UT Office DST

InCommerical

InCommercial Net Lease DST 1
InCommercial Net Lease DST 2
InCommercial Net Lease DST 3
InCommercial Net Lease DST 4
InCommercial Net Lease DST 5
InCommercial Net Lease DST 6

Inspired Healthcare Capital LLC

Inspired Senior Living of Athens DST
Inspired Senior Living of Las Vegas DST
Inspired Senior Living of Fort Myers DST
Inspired Senior Living of Appleton DST
Inspired Senior Living of Dartmouth DST
Inspired Senior Living of Chesterfield DST
Inspired Senior Living of North Haven DST
Inspired Senior Living of Grapevine DST
Inspired Senior Living of Pinellas Park DST
Inspired Senior Living of Eugene DST
Inspired Senior Living of Reno DST
Inspired Senior Living of Lake Orion DST
Inspired Senior Living of Arlington Heights DST
Inspired Senior Living of Mequon DST
Inspired Senior Living of Delray Beach DST
Inspired Senior Living of Brookhaven DST
Inspired Senior Living of Carson Valley DST
Inspired Senior Living of Augusta DST
Inspired Senior Living of St. Petersburg DST
Inspired Senior Living of Largo DST
Inspired Senior Living of Dunedin DST
Inspired Senior Living of Melbourne DST
Inspired Senior Living of Round Rock DST
Inspired Senior Living of Naperville DST
Inspired Senior Living of San Marcos DST
Inspired Senior Living of Hamilton DST
IHC – Ashbrook DST
IHC – Candle Light Cove DST
IHC – Peachtree DST

JLL Exchange

JLLX Ardenwood I, DST
JLLX Ardenwood II, DST
JLLX Diversified II, DST
JLLX Diversified III, DST
JLLX Friendship Distribution, DST
JLLX Johns Creek, DST
JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DST
JLLX Louisville Logistics Center, DST
JLLX Mason Mill, DST
JLLX Milford Crossing, DST
JLLX Montecito Marketplace, DST
JLLX Penfield, DST
JLLX Reserve at Venice, DST
JLLX Rockwell Apartments, DST
JLLX San Marcos, DST
JLLX SJC Medical Office, DST
JLLX Stony Point, DST
JLLX Taunton Distribution Center, DST
JLLX The Preserve at the Meadows, DST
JLLX Townlake of Coppell, DST
JLLX Villas at Legacy, DST
JLLX West Phoenix Distribution Center DST
JLLX Whitestown, DST

Landmark Dividend, LLC

Landmark Dividend Solar Land 1 DST

Livingston St. Capital

LSC-3 Office, DST
LSC-AM MC2, DST
LSC-BIO HC1, DST
LSC-Carrollton 55 Plus, DST
LSC-DD MC1, DST
LSC-FAUR MC3, DST
LSC-GLENMONT ABBEY 55 PLUS MULTIFAMILY, DST
LSC-Hanover Place 55 Plus Multi3, DST
LSC-King City, DST
LSC-Lewisville 55 Plus, DST
LSC-Ponte Vedra, DST
LSC-Regency Crest, DST
LSC-Reno NV, DST
LSC-SCH MULTI1, DST
LSC-Texas 55 Plus, DST
LSC-Towson MD, DST
LSC-UKHS HC2, DST
LSC-Valley Forge 55 Plus, DST
LSC-Vancouver WA, DST

Madison Capital Group

MCG Charleston James Island DST
MCG CHARLESTON EAST BAY DST
MCG ASHEVILLE DST
MCG CHARLOTTE MILL HOUSE DST

Madison Realty Companies

Madison Realty Senior Care I-UT, DST
Madison Realty Senior Care II-AZ, DST
Madison Realty Senior Care Alta Ridge, DST

Moody National Companies

Moody CY Waterbury DST
Moody ELM AL North Austin DST
Moody Mosaic DST
Moody Village 1 DST
Moody DFW DST
Moody National Academy DST
Moody Rainey DWTN Austin DST
Moody RI SW Austin DST
Moody Village Towers DST

Nelson Brothers

NP Skyloft DST  
NB Loft Vue DST
NB Vue Mac DST
NB Gathering
NB Auraria
NB The Mark 
NB Downs 
NB Taylor Bend II DST 
NB Mountain Valley DST 
NB Auraria DST 
NB Stadium View DST
NB Crest Investor
NB Private Equity Credit Opportunities Fund
NP Sol Y Luna DST

Net Lease Capital Advisors

Government Lease Holdings DST
GSA Birmingham Government Lease Investors DST 
295 BR Holdco, DST 
4851 JS Industrial, DST 
AZ Randall OH, DST 
AZ Romulus MI, DST 
Commerce 94 Industrial, DST 
Emerald Pass 12101 Holdings DST 
FC Euclid OH Investors, DST  
FC Grand Rapids MI Investors, DST 
FC Oklahoma City OK Investors, DST 
FC Tulsa OK Investors DST 
NLCA VA BIRMINGHAM REALTY DST  
NLCA GSA BALTIMORE DST 
NLCA DG Investment Grade Portfolio 1 DST 
Two VA Properties Investors DST

New Star Exchange 1

NE1 BTR Villages, DST
NE1 UC, DST

Nexpoint

NexPoint Hughes DST
NexPoint Buffalo DST
NexPoint Life Sciences DST
NexPoint Storage II DST
NexPoint Hickory DST
NexPoint Storage I DST
NexPoint Gamma DST
NexPoint Polo Glen DST
NexPoint Flamingo DST
NexPoint Texas Multifamily Portfolio DST
NREA Southeast Portfolio One, DST 
NREA Southeast Portfolio Three, DST 
NREA Retreat, DST 
NREA Estates, DST 
NREA Meritage, DST 
NREA Adair, DST

RK Properties

RK Pointe at East Shore DST
RK Trailside Verdae DST
RK AVLI at Crosstown Center DST
RK Pointe at Research Park DST
RK Pointe at Greenville DST
RK Haven Pointe at Carolina Forest DST
RK Pointe at Research Park DST
RK CODA DST
RK Pointe at Prosperity Village DST
RK Pointe at Lake Crabtree DST
RK Berewick Pointe DST
RK One White Oak DST
RK Montecito Pointe DST
RK Manchester Place DST
RK Edwards Mill DST
RK Sonata Apartments, LLC

REVA Kay (Real Estate Value Advisors)

REVA Kay Health Solutions DST 
REVA Kay Tampa UBC, DST 
REVA Kay Fort Stockton DST 
REVA Kay Universal DST 
REVA Kay Sabal 6, DST 
REVA Kay Tampa IBC 2, DST 
REVA Kay Tampa IBC 1, DST 
REVA Kay Brookings, DST 
REVA Kay 150 Corporate, DST  
REVA Kay Interchange, DST 
REVA Kay Seacoast DST 
REVA Kay Innsbrook DST 
REVA Kay Battlefield Technology Center DST 
REVA Kay Shannon Oaks, DST 
REVA Kay Ashley Corporate Center, DST 
REVA Kay Brandywine, DST 

Starboard Realty Advisors

Starboard Arden DST
Starboard Dylan DST
Starboard Jade DST 
Starboard Harpers DST 
Starboard Mesa Ridge DST 
Starboard Premier DST 
Starboard WA Multifamily III DST 
Starboard Madison View DST 
Starboard Diagonal DST 
Starboard Metro DST 
Starboard Mountain Ranch DST 
Starboard Lemon Grove DST

Trilogy Real Estate Group

Trilogy Riverset Multifamily DST
Park 205 Multifamily DST
Franklin WI Multifamily DST
Lansing MI Multifamily DST

Valeo Groupe Americas

Vineyard Austin DST
Vineyard Braselton DST
Epoch Fort Collins DST
Vineyard Pearland DST
Epoch Huntsville DST

 

 

Tags: 1031 DST, alternative investments, Delaware Statutory Trust, illiquid investments Last modified: March 14, 2024