Investor Alert: Pacific Oak-Related Meridian DST 

Pacific Oak-Related Meridian DST – Investigating Potential Claims  

Are you concerned about your investment in Pacific Oak-Related Meridian DST? If so, the securities attorneys at The White Law Group may be able to help you by filing a FINRA Arbitration claim against the brokerage firm that sold you the investment.  

Delaware Statutory Trusts, or DSTs, are an alternative for 1031 exchange investors seeking replacement properties, allegedly offering the potential for monthly income and diversification without any on-going landlord duties.  

What is Pacific Oak-Related Meridian DST?

Pacific Oak-Related Meridian DST filed a form D to raise capital from investors, according to a filing with the SEC. The total offering amount sold was purportedly $28,282,233, with sales commission and fee estimated at 10% of the offering amount. While marketed as a commercial real estate opportunity, DSTs come with considerable risks.

Investor Risks Associated with DSTs

Investing in private placement DSTs, presents several challenges:

• Lack of Liquidity: These investments are long-term and not easily sold.
• High Fees & Commissions: Brokers and advisors may receive more than 9% in commissions, significantly impacting investor returns.
• Market Risk & Loss Potential: Poor asset performance or economic downturns can lead to financial losses.
• Limited Investor Control: A trustee makes all management decisions, limiting investor involvement.
• Tax Consequences: If the investment fails to meet regulatory standards, tax benefits could be jeopardized.

Unsuitable Investment? Know Your Rights

Financial advisors are required to evaluate the suitability of investments under SEC Regulation Best Interest. If your financial advisor failed to conduct proper due diligence before recommending Pacific Oak-Related Meridian DST, you may be able to file a complaint or lawsuit.

Lawsuit Options: Individual FINRA Arbitration vs. Class Action

If you suffered losses from Pacific Oak-Related Meridian DST, you may have two main legal paths:

• FINRA Arbitration: Best suited for investors with significant losses, typically over $100,000.
• Class Action Lawsuit: More appropriate for multiple investors with smaller claims that may not justify individual litigation.

How to File a Complaint

If you experienced financial losses due to an unsuitable recommendation of Pacific Oak-Related Meridian DST, you may be able to recover compensation through FINRA arbitration.

For a free consultation with a securities attorney, contact The White Law Group at 888-637-5510 today.

About The White Law Group

The White Law Group is a national securities fraud and investor protection law firm with offices in Chicago, Illinois, and Seattle, Washington. The firm represents investors nationwide in claims against brokerage firms through FINRA arbitration. Visit our homepage for more information on investor recovery options.