Sample Investment Grade Properties

We have a Robust Inventory of high-quality DSTs

A Delaware Statutory Trust (DST) allows you to co-invest with other 1031 exchange investors in one or numerous institutional-grade properties. When you invest in a DST you are assigned a fractional ownership of equity and debt, fulfilling your exchange requirements. You will receive a 1099 for ordinary income, 1098 allowing for mortgage interest write-off, and an operating statement or profit & loss statement for depreciation.

With a DST, investors can still enjoy the benefits of owning real estate without dealing with the day-to-day responsibilities of actively managing real estate.

CLOSED PROPERTIES

View Available Properties

Hospitality

  • Moody Securities National, Inc.
  • Residence Inn Med Center/NRG Park
  • Hospitality, Houston, Texas
  • 7.2% cash flow

Senior Living

  • Inland Midwest Senior Living Portfolio DST
  • Senior Living
  • Peoria, IL and
    Springfield, Missouri
  • 5.00% cash flow, 100k min

Multi Family

  • Canter Fitzgerald Norterra Canyon
    Multifamily DST
  • Multifamily
  • Location: Las Vegas, NV
  • 5.00% cash flow, 45.01 LTV, 100k min

Retail-Supermarket

  • Inland Chicagoland
    Supermarket Portfolio, DST
  • Supermarkets, Jewel Osco supermarket stores
  • 5.00% cash flow, debt free,
    100k min

Healthcare

  • Orchard Securities, LSC-BIO HC1,DST
  • Healthcare Facility, BioLife Plasma Services
  • Locations: Hayden, ID & Layton, UT
  • 5.75% cash flow, 61.10 LTV, 100k min

Stand Alone Retail-Net Lease

  • AEI Net Lease Portfolio XIII DST
  • Net Lease
  • Portfolio: DaVita, Inc, Fresenius Kidney Care, Tractor Supply Co, AAA Club Alliance
  • 5% cash flow, Debt free, 100k min

Stand Alone Retail – Net Lease

  • ExchangeRight NLP 31 DST, Net Lease
  • 6.72% cash flow, 54.23 LTV, 100k
  • Located in OH,VA,GA,IL,AL,TX,IN,VA,MO, FL
  • Portfolio: CVS, Dollar General, HyVee, Tractor Supply Co., BioLife, Walgreens

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TYPES OF INVESTMENT GRADE PROPERTY

DELAWARE STATUTORY TRUSTS

Delaware Statutory Trusts or DSTs are organized investment structures which allow individual investors to own fractional interests in larger, investment grade properties. DST property portfolios are professionally managed and sold as securities to Accredited Investors only. DST investors receive their share of the property rents monthly rents as well as their prorated percentage of tax benefits. DST interests are considered like-kind properties for the purposes of IRC Section 1031 and therefore qualify as suitable replacement property in a 1031 exchange.

TENANT IN COMMON

Tenancy in Common is a specific type of concurrent, or simultaneous, ownership of real property by two or more parties. This means that each owner can own an undivided interest in a property and receive their prorated share of the income and tax benefits. This is a common method for owning investment properties. This also means that each owner has the right to sell their ownership interest.
Because a TIC interest represents an interest in the underlying property, it can be exchanged pursuant to Section 1031 of the Internal Revenue Code.

NET LEASED PROPERTIES

Net lease refers to the contractual arrangement between the owner of a property and the lessee where the lessee pays a portion or all of the taxes, insurance and maintenance costs for a given property in addition to their rent.
Net Lease: tenant pays one of the three expense categories. Net Net Lease: tenant pays two of the three expense categories. Net Net Net (TripleNet) Lease: tenant pays all three expense categories. Triple net leases usually include an entire building and are written for longer periods than the other two categories.

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  • ARE YOU AN ACCREDITED INVESTOR?

    An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). **Accredited Entity, A private business development company or an organization with assets exceeding $5 million.