1031 / DST

1031 DST Investments

To learn more about 1031 DST Investments, click here.

All 1031s are offered commission-free with no loads through our Registered Investment Advsior, Shorebreak Capital, LLC.  Please contact us for details and to view our advisory fee schedule.

By avoiding the up-front load and replacing the commission with an advisory fee, investors are able to obtain 6 – 8% in addition ownership in the DST, putting 100% of the funds to in real estate properties, allowing for greater compound growth and overall higher return.

 




NLP 16, DST  –  $28,530,000 Offering

$100,000 Minimum  First Year Gross Projected Cash Flow = 6.78%*

Sponsor: Exchange Right

Date of First Sale: May 2017

Estimated Close Date: August 2017

Request Prospectus


Fund Description

The property is a newly constructed, 99% leased, Class “A”, purpose – built student housing complex located in Reno, Nevada.  The property sits on 8.95 acres and is a one block from the University of Reno campus. This newly constructed complex presently 99.5% leased and provides students with enhanced privacy and numerous amenities.

Click Below To Watch NLP 16 Video:





Voyager DST  –  $27,500,000 Offering

$100,000 Minimum  First Year Gross Projected Cash Flow = 5.12%*

Sponsor: Passco

Date of First Sale:  Expected June 2017

Estimated Close Date: August 2017

Request Prospectus


Fund Description

THE PROPERTY

•  A 313 unit Class A mid-rise apartment community completed in 2010; the property is comprised of one 4-story residential building on approximately 5 acres, offering 1, 2 and 3 bedroom units.

• The property offers a full range of amenities including: latte lounge and cyber café, game room offering Wii gaming stations and billiards tables, 24-hour fitness facility with yoga and Pilates room, conference room, resort style pool with sundeck, cabanas and heated spa, outdoor grilling stations and reflection pond with an outdoor fire pit.

• Units feature ten foot ceilings, oversized patios/balconies on select units, simulated wood floors, walk-in closets, gourmet kitchens with granite countertops, stainless steel sinks and appliances and custom 42” cabinets with deluxe hardware.  Unit bathrooms offer contemporary tile, double vanity sinks in select units as well as over-sized garden tubs and walk-in showers.

THE INVESTMENT OPPORTUNITY

•  Major employers in the immediate area include NASA, Jacobs, Boeing, The University of Houston Clear Lake, Lockheed Martin, Houston Methodist St. John’s Hospital and Clear Lake Regional Medical Center.

• The Bay Area of Houston is currently experiencing robust economic investment and growth in the maritime, industrial and manufacturing industries.

• Over the next five years, the average population is expected to be 10.05% higher in Nassau Bay than the entire Houston MSA.

• The Port of Houston, located approximately 10 miles from Voyager, is the second-busiest port in the United States and continues to produce jobs and economic prosperity for the local economy.

• The average personal income growth for the Houston MSA is projected to be 6.0% over the next four years.
| 18101 POINT LOOKOUT DR | NASSAU BAY, TX 77058

 





Longitude 81, DST  –  $26,175,000 Offering

$100,000 Minimum  First Year Gross Projected Cash Flow = 5.25%

Sponsor: Passco

Opening Date: May 26, 2017

Estimated Close Date: August 2017

Offering Summary 

Request Prospectus


Fund Description

INVESTMENT PLAN
• Acquire a 260 unit, garden style apartment community comprised of eleven 2-story buildings located in Estero, Florida.

• Maximize revenue and occupancy over the holding period.

• Distribute monthly cash flow (see chart below).

• Sell in approximately 7-10 years, or when the market dictates.
ACQUISITION DETAILS

• Acquisition Cost………………………………………………………….$58,744,577

• Reserves………………………………………………………………………..$2,205,423

• Total Price……………………………………………………………………$60,950,000

• Occupancy (as of 4/5/2017) ………………………………………………….. 95%

• Year Built ……………………………………………………………………………… 2016
LOAN AMOUNT AND TERMS

• Loan Amount ……………………………………………………………..$34,775,000

10-year term; five years interest only, then 30 yr.
amortization with a rate of 4.28%

• Leverage…………………………………………………………………………….57.05%

 

DST/MASTER LESSEE

• Offering Size………………………………………………………………..$26,175,000

• Minimum purchase – Cash……………………………………………….. $25,000
– 1st year cash flow for cash investors can be up to 100% tax sheltered by depreciation.

• Minimum purchase – 1031………………………………………………$100,000

• Suitability……………………………………………………………. Accredited Only

RISKS
There are substantial risks in any Investment Program. .See “Risk Factors”
in the accompanying Private Placement Memorandum for a discussion of
the risk relevant to this offering.





Reno Student Housing, DST  –  $42,900,000 Offering

$100,000 Minimum  First Year Gross Projected Cash Flow = 5.19%

Sponsor: Strategic 1031 Properties, LLC (An affiliate of SmartStop Asset Management, LLC)

Date of First Sale: December 2016

Estimated Close Date: Winter 2017

Offering Summary

Request Prospectus


Fund Description

The property is a newly constructed, 99% leased, Class “A”, purpose – built student housing complex located in Reno, Nevada.  The property sits on 8.95 acres and is a one block from the University of Reno campus. This newly constructed complex presently 99.5% leased and provides students with enhanced privacy and numerous amenities.





SOLD OUT

The Reserve at Riverdale, DST  –  $32,937,608 Offering

$100,000 1031 Minimum  First Year Projected Cash Flow = 5.15%

Sponsor: Inland

Date of Inception: April 2017

Estimated Close Date: Winter 2017

Request Prospectus


Property Description

 

• Built in 2010

• 219,208 Square Feet

• 212-Unit Apartment Community

• Located in Riverdale, NJ

 





SOLD OUT

Healthcare Portfolio II, DST  –  $54,858,510 Offering

(Approximately 36% equity remaining as of 1/2017)

$100,000 1031 Minimum  First Year Projected Cash Flow = 5.00%

Sponsor: Inland

Date of First Sale: N/A

Estimated Close Date: Fall 2017


Property Description

Contact us for details.





SOLD OUT

Self-Storage Portfolio III, DST  –  $20,001,613 Offering

$100,000 1031 Minimum  First Year Projected Cash Flow = 5.00%

Sponsor: Inland


Property Description

Contact us for details.





SOLD OUT

BR Big Creek, DST  –  $35,585,103 Offering

$100,000 Minimum  Projected Cash Flow = 5.35%*

Sponsor: Bluerock

Date of First Sale: January 2017

Estimated Close Date: May 2017

Request Prospectus


Fund Description

The Venue Big Creek (the “Property”) represents an opportunity to invest in a new (2016) Class A+ garden-style mid-rise apartment community situated on approximately 20 acres in Alpharetta, Georgia, an affluent northern suburb of Atlanta, which boasts the largest job base in the Atlanta Metro, desirable school districts and a high quality of life.

The investment opportunity seeks to provide investors with monthly cash distributions and upside appreciation potential from professional property management, opportunities to drive rent growth at the Property and capitalizing on the evolution of the Property’s immediate area into a mixed-use, town center concept and a live/work/play/shop/recreation destination.





SOLD OUT

Passco Blocks, DST  –  $37,950,000 Offering

$100,000 1031 Minimum  First Year Projected Cash Flow = 5.00%*

Sponsor: Passco

Date of First Sale / Offering Inception: November 2016

Estimated Close Date: TBD


Property Description

• A 400 unit Class A mid-rise apartment community completed in 2008; the property is comprised of 5 interconnected 4-and 5-story buildings on approximately 11 acres offering a variety of 1 and 2 bedroom units.
• Residents enjoy a full range of amenities including a club room with TV lounge, media room, billiards room, fitness center swimming pool and 2 courtyards – both with water features and seating, one includes a zen garden and pond with koi fish and, outdoor fireplace.
• Unit finishes include custom maple wood cabinetry, stainless steel appliances, 9’ ceilings with crown molding, Italian glass tile
backsplash, tiled kitchens and bathrooms, walk-in closets and full size washer/dryers in each unit.

Investment Opportunity

• Two Blocks is less than 3 miles from Perimeter Center – an employment epicenter with over 125,000 employees, over 29 million square feet of office space and 3 major hospitals.
• Metro Atlanta is one of the fastest growing metros in the U.S. and has the 10th largest GDP in the U.S.
• The potential to increase rents beyond the market rent growth through the projected unit and common area upgrades and
enhancement plans.
• Forbes and Money Magazine ranked Atlanta in the top 5 for Best City for Millennials, Best City for Young Entrepreneurs and Best Places for Business and Careers.
• The property benefits from a strong, infill submarket with limited land for new development – there is only one remaining proposed multi-family project for all of Dunwoody.