PB Lofts at the Village DST: Investment Investigation

PB Lofts at the Village DST: Help for Investors

Have you experienced investment losses in PB Lofts at the Village DST?
The White Law Group is currently investigating potential securities fraud claims involving PB Lofts at the Village DST and whether brokerage firms may have unsuitably recommended this 1031 DST investment to clients.

What is PB Lofts at the Village DST?

PB Lofts at the Village DST is a Delaware Statutory Trust (DST), structured as a private placement real estate offering. In 2023, the sponsor reportedly filed a Form D with the SEC to raise $9,950,374 from investors.

Risks of Investing in DSTs

DST investments come with several risks, including:

• Illiquidity: These are long-term investments and are generally not easily sold.
• High Fees & Commissions: Brokers may earn commissions and fees exceeding 9%, which can reduce overall investor returns.
• Risk of Principal Loss: Poor real estate performance or market downturns can result in significant losses.
• Lack of Investor Control: Investors have limited say in management decisions, which are made by the trustee.
• Tax Consequences: Failing to meet IRS requirements could jeopardize potential tax advantages.

Concerns About an Unsuitable DST Recommendation?

Under the SEC’s Regulation Best Interest rule, brokerage firms are required to perform due diligence and ensure investment recommendations are suitable for each investor’s risk profile. If your financial advisor failed to do so and you incurred losses, you may have grounds for a complaint or a lawsuit.

Legal Options: FINRA Arbitration or Class Action Lawsuit

If you’re exploring ways to recover your losses in a DST, it’s important to understand your legal options:

• FINRA Arbitration is typically best for investors with losses over $100,000.
• Class Action Lawsuits may be appropriate when many investors have relatively small claims that are difficult to pursue individually.

Filing a Lawsuit for PB Lofts at the Village DST Investment Losses

If you believe you were misled or unsuitably recommended PB Lofts at the Village DST, you may be able to recover your investment losses through a FINRA arbitration claim. The White Law Group represents investors nationwide in securities-related disputes.

For a free consultation, contact us at 888-637-5510 to speak with an experienced securities attorney about your situation.

About The White Law Group

The White Law Group is a national law firm focused on securities fraud and investor protection, with offices in Chicago, Illinois, and Seattle, Washington. We have handled over 800 FINRA arbitration claims on behalf of investors across the country. Visit our homepage to learn more about your recovery options.