CHARLOTTE OFFICE 1031 DST
Other property — sponsored by Inland Private Capital
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These links support the historical public record; individual details may come from different sources.
What is this, in one paragraph?
Charlotte Office 1031 DST is a closed Delaware statutory trust — the structure 1031 exchangers use to hold a fractional interest in real estate — sponsored by Inland Private Capital. Its offering was fully subscribed and closed to new investors in 2009. The public record is unusually thin: two Form D notices that never name the property, tenant, or lender.
Sponsor-reported, from SEC filings and cited sources.
On a 45-day clock? Find day 45 and day 180 from the sale date, then come back to this record.
How did it end?
Sold after 10.4 years; sponsor reported 1.24x
Listed as a completed/full-cycle program on Inland Private Capital's published track record.
Who's behind it?
Inland Private Capital is the sponsor Top1031 associates with this Trust. The May 21, 2009 Form D/A itself names Inland Real Estate Exchange Corporation, together with Charlotte Office Exchange, L.L.C. and Charlotte Office 1031, L.L.C., as the promoters.1 Nothing filed after that date changes the parties of record.
- Sponsor
- Inland Private Capital
- May convert to a REIT
- No
- Offerings from this sponsor
- 8 active / 79 total offerings from Inland Private Capital
Reported by the sponsor. Top1031 does not independently audit sponsor-reported figures.
What does the paperwork say?
No original Form D appears on EDGAR for this Trust — only two amendments, filed weeks apart in 2009, the second reporting the raise finished and dating the first sale to November 14, 2008.3 Interests were sold privately to accredited investors, without general advertising.
- First Form D filedThe public offering record begins.
- Latest Form D filedThe most recent sponsor-filed checkpoint in this record.
- Legal Trust name
- CHARLOTTE OFFICE 1031 DST
- Filings on record
- 2
- How it may be offered
- Rule 506(b)Not advertised publicly. Offered through existing relationships.
- Source filing
- Read the filings on SEC EDGAR
A Form D is the notice a sponsor files when it starts raising money. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.
DST interests are illiquid private securities. You may lose some or all of your investment. Distributions, tax treatment, and exit timing are not guaranteed. Review the current Private Placement Memorandum before investing.
Common questions
What happened to CHARLOTTE OFFICE 1031 DST?
Top1031 lists CHARLOTTE OFFICE 1031 DST in the Historical cohort because its latest filing is outside the Active window. The outcome and source documents are shown separately.
Where does Top1031 get the data for CHARLOTTE OFFICE 1031 DST?
Top1031 builds this record from the sponsor’s own SEC filings and cited sponsor disclosures. Filings can lag what is happening now. A Form D filing does not mean the SEC approved, endorsed, or verified the offering.
Can I still invest in Charlotte Office 1031 DST?
No. The Trust is Historical — closed to new investors. Its offering was reported fully subscribed in the Form D amendment filed May 21, 2009, and no later filing reopened it.
What property does this Trust own?
The filings never say. A Form D is a short notice of an exempt securities sale, not a property disclosure document, and neither 2009 amendment names an address, tenant, lease term, occupancy, or purchase price. Those facts would appear only in the Private Placement Memorandum (PPM) given to investors at the time.
Was there ever a reported outcome for this Trust?
No SEC filing reports a sale or liquidation. Baker 1031 Investments' full-cycle performance page lists a Charlotte Office 1031 DST office investment with a 10.42-year hold, a 1.24x equity multiple, and a 2.86% annual return; Top1031 could not independently confirm that row refers to this issuer, and Baker's entry leaves location, tenant, and sale date blank.
Who sponsored the offering?
Top1031 attributes the Trust to Inland Private Capital. The May 21, 2009 Form D/A names Inland Real Estate Exchange Corporation, Charlotte Office Exchange, L.L.C., and Charlotte Office 1031, L.L.C. as the promoters — the older Inland exchange entity plus two deal-specific vehicles.
Why are there only two filings on record?
Both filings are amendments (Form D/A) from March 30 and May 21, 2009. Once the offering closed fully subscribed, there was nothing further to amend, and this Trust filed no ongoing reports with the SEC afterward.