Top1031

The Oaks at Lynchburg

Senior living property in Lynchburg, VA · sponsored by JFC

HistoricalA sale in Sep 2025, reported by compass.com · last Form D Aug 26, 2014compass.com (opens in a new tab)

The Oaks at Lynchburg was a DST sponsored by JFC that owned a senior living property in Lynchburg, VA (40 units). A sale in Sep 2025, reported by compass.com.

How it ended

No public outcome found

A sale in Sep 2025, reported by compass.com.

Date
Sep 23, 2025

Source: compass.com (opens in a new tab)

Key facts

A free account shows how much of each active offering has sold and the Sponsor Grade letters.
Minimum investment
$25,000
From the Form D
Offering size
$4,050,000
Equity offered, per the Form D
Sold
Not reported after the first Form D (Aug 26, 2014)
Form D, Aug 26, 2014
Selling commissions
$405,000 · 10.0% of offering
Form D Item 15; the % is our arithmetic
Financing
Leveraged. This offering reports mortgage debt on the property.
How it is financed ↓
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.

Figures come from SEC Form D filings unless a source is cited. Sponsor-stated figures are as reported by the sponsor; Top1031 does not independently audit them. On a 45-day clock? Find day 45 and day 180 →

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Ask a 1031 specialist about this recordFree. About: The Oaks at Lynchburg. Top1031 is not a broker-dealer.

What did The Oaks at Lynchburg own?

The Oaks at Lynchburg is an assisted living building at 2249 Murrell Road, completed in 1991 and expanded with an addition in 1999. 2 The sponsor's executive summary reports average occupancy of 90% or more over the three years before the offering. 2 No deed establishing the Trust's purchase date or price was retrieved; a public-record sale at the address on August 7, 2014 does not name the buyer. 3

Reported location
Lynchburg, VA
Property size
40 units / 61 beds / 21,887 sq ft on 4.27-acre site

How was it financed, and what did it cost to sell?

This Trust carries mortgage debt rather than owning the building free and clear, so lender terms and any refinancing rank ahead of investor cash flow. The sponsor's executive summary describes a first mortgage through Fannie Mae's agency program, amortizing from the first month of the loan. 2

Debt

Financing
Leveraged. This offering reports mortgage debt on the property.

Costs and terms from the Form D

Selling commissions
$405,000 · 10.0% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$1,105,000 · 27.2% of offering
Form D Item 16
· The filing’s note: “JFC Lynchburg Depositor, LLC will be responsible for paying certain fees and costs of approximately $776,000.”
Broker-dealers named in the Form D
1 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
Not in the Form D
Minimum investment
$25,000

Form D Item 15 and Item 16 amounts may be the issuer’s estimates; each percentage is Top1031’s arithmetic on two Form D figures. Item 16 can overlap Item 15, so Top1031 does not add them together. The issuer marked these amounts as an estimate.

What does the SEC record show?

The Trust filed its Form D once and never amended it, so SEC records still describe the offering exactly as announced at launch. It was offered under Rule 506(b), the private-placement exemption that bars public advertising and limits sales to accredited investors — those meeting SEC income or net-worth tests — with a pre-existing relationship to the sponsor.

Legal Trust name
JFC Lynchburg DST
SEC CIK
1617823
First Form D
Aug 26, 2014
Latest Form D
Aug 26, 2014
Filings on record
1
Offered under
Rule 506(b)
General advertising and solicitation are not permitted under this exemption.
Source filing
Read the filings on SEC EDGAR

SEC Form D filings, newest first

FiledFormOffering amountAmount sold
Form D$4,050,000
$0
EDGAR

Amounts, investor counts and minimums are as filed with the SEC on Form D. The change lines are Top1031’s arithmetic between consecutive filings; a new Form D notice starts a new count.

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.

Common questions

What happened to The Oaks at Lynchburg?
The Oaks at Lynchburg is a Historical offering. A sale in Sep 2025, reported by compass.com.
Why do the SEC numbers look like nothing was raised?
A Form D reports amounts as of the filing date only. This Trust filed once, on August 26, 2014, and never amended, so SEC records freeze at that snapshot rather than showing final subscriptions. The offering documents and sponsor closing documents are where actual equity raised would appear.
How is a senior living DST different from a net-lease DST?
An assisted living community is an operating business. Revenue comes from resident fees, and expenses include labor, food, and licensing — not a single corporate tenant paying rent under a long-term lease. These structures typically insert a master tenant and a third-party manager between the Trust and operations, which adds parties to diligence.
Who managed the community?
The sponsor's executive summary names Meridian Senior Living as the senior-housing manager associated with the offering materials. That document does not establish a property-specific lease or manage­ment term, and no source retrieved confirms who operates the building today.
Could this Trust have converted into a REIT?
No 721/UPREIT exit — the option to swap Trust interests for operating-partnership units in a REIT — is indicated for this Trust in the data on record. Any conversion right would be spelled out in the offering documents and trust agreement.

In the news

Sources

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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 offering documents before investing.