Top1031

Moody RI SW Austin DST

in Austin, TX · sponsored by Moody National

HistoricalLast Form D, filed Mar 8, 2023, reports the offering fully sold (opens in a new tab)

Moody RI SW Austin DST, sponsored by Moody National, filed its first Form D with the SEC on May 6, 2022 for a $40 million offering. Its last Form D, filed Mar 8, 2023, reports the offering fully sold.

How it ended

No outcome recorded · under 7 years

The last Form D, filed Mar 8, 2023, reports the offering fully sold.

Moody National has 1 active offering on record →

Key facts

Minimum investment
$25,000
From the Form D
Offering size
$40,040,000
Equity offered, per the Form D
Sold
100%
Form D, Mar 8, 2023; the % is our arithmetic
Investors reported
113
Form D, Mar 8, 2023
Selling commissions
$3,192,850 · 7.9% of offering
Form D Item 15; the % is our arithmetic
Financing
All cash. This offering reports no mortgage debt.
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: Moody RI SW Austin DST. Top1031 is not a broker-dealer.
Moody RI SW Austin DST image

Moody RI SW Austin DST · Austin, TX · Photo: cache.marriott.com

What did Moody RI SW Austin DST own?

There is no property record to show. The Trust's SEC filings identify the issuer and its offering terms but name no property, address, tenant, square footage, or purchase price. 1 The trust name points toward a southwest Austin asset, but no filing or published source located confirms which building, or whether the Trust holds one property or several.

Reported location
Austin, TX

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

Debt

Financing
All cash. This offering reports no mortgage debt.

Costs and terms from the Form D

Selling commissions
$3,192,850 · 7.9% of offering
Finders’ fees
$0
Paid to officers, directors and promoters
$5,316,463 · 13.2% of offering
Form D Item 16
· The filing’s note: “$1,250,000 of carrying costs will be paid to an affiliate of the Manager from offering proceeds and an affiliate received a transaction consulting fee which was not paid from offering proceeds.”
Broker-dealers named in the Form D
17 named in the Form D
Show the firms

Individual representatives named in Item 12 are not listed.

Date of first sale
May 5, 2022
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 record here is two filings: an original Form D and a single amendment that updated the offering's reported progress and listed the sponsor's promoter entities. Rule 506(b) allowed private sales to accredited investors — those meeting SEC income or net-worth tests — without general advertising, at a stated $25,000 minimum. 1

Legal Trust name
Moody RI SW Austin DST
SEC CIK
1926461
First Form D
May 6, 2022
Latest Form D
Mar 8, 2023
Filings on record
2
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 soldInvestors
Form D/A$40,040,000
$40,040,000+$40,040,000
113
EDGAR
Form D$40,040,000
$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 Moody RI SW Austin DST?
Moody RI SW Austin DST is a Historical offering. The last Form D, filed Mar 8, 2023, reports the offering fully sold.
What property does Moody RI SW Austin DST actually own?
The public record does not say. Both SEC filings for this Trust — the original Form D and its 2023 amendment — cover the issuer and the offering terms only. They name no property, street address, tenant, operator, occupancy, purchase price, or lender. Top1031's own coverage note reaches the same conclusion: the underlying property name, address, and size are not publicly confirmed for this Trust.
Who sponsors this Trust?
Moody National, a Houston-based real estate firm. The March 8, 2023 Form D amendment names Brett C. Moody as an executive officer and president of the issuer's manager, and lists Moody RI SW Austin AM, LLC, Moody RI SW Austin Depositor, LLC, and Moody National DST Sponsor, LLC as promoters of the offering.
What is the White Law Group investor alert about this Trust?
On August 13, 2024, the law firm The White Law Group published a page stating it was investigating potential securities claims involving broker-dealers that may have unsuitably recommended the Moody RI SW Austin DST offering to investors. That is a plaintiff's-side inquiry, not an SEC or FINRA enforcement action, and not a court finding of wrongdoing by anyone. No adjudicated outcome tied to this Trust appears in the record reviewed.
Is the Trust leveraged, and does it have a 721/UPREIT exit?
Neither is disclosed in the public record. A Form D reports offering mechanics — amount, exemption, minimum investment, investor count — not property debt or exit structure. Nothing on file for this Trust states loan terms, loan-to-value, or whether interests could be contributed to a REIT operating partnership in a 721 exchange (an UPREIT roll-up that converts DST interests into REIT units). Those terms would live in the offering documents.

In the news

Sources

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These links support the record as a whole; individual details may come from different sources.

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.