The Village at Bunker Hill
Multifamily property in Houston, TX · sponsored by Moody National
The Village at Bunker Hill was a DST sponsored by Moody National that owned a multifamily property in Houston, TX. Its last Form D, filed Sep 9, 2025, reports the offering fully sold.
How it ended
No outcome recorded · under 7 years
The last Form D, filed Sep 9, 2025, reports the offering fully sold.
Key facts
- Minimum investment
- $25,000From the Form D
- Offering size
- $22,545,000Equity offered, per the Form D
- Sold
- 100%Form D, Sep 9, 2025; the % is our arithmetic
- Investors reported
- Form D, Sep 9, 202545
- Selling commissions
- Form D Item 15; the % is our arithmetic$1,546,571 · 6.8% of offering
- Financing
- Not in the Form D. The Form D for this offering does not say whether it carries mortgage debt.How it is financed ↓
- Offered under
- Rule 506(c)May be advertised publicly. Every buyer’s accredited status must be verified.
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 Village at Bunker Hill. Top1031 is not a broker-dealer.What did The Village at Bunker Hill own?
The Village at Bunker Hill sits on Bunker Hill Road in the Memorial City area of west Houston. 1 The community's own website describes completely renovated one- to three-bedroom apartments with new stainless-steel appliances, quartz countertops, in-unit washers and dryers, cabinets and flooring. 2 No public source located states the unit count, the purchase price, or when the Trust acquired the property, and the property website does not itself name the DST as owner.
- Property address
- 970 Bunker Hill Road, Houston, TX
How was it financed, and what did it cost to sell?
Nothing in the located public filings states whether the Trust carries mortgage debt or holds the property free and clear, and no lender is named. Form D does not require that disclosure, so the offering documents are where the capital stack would be set out.
Debt
- Financing
- Not in the Form D. The Form D for this offering does not say whether it carries mortgage debt.
Costs and terms from the Form D
- Selling commissions
- $1,546,571 · 6.8% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $2,599,727 · 11.5% of offeringForm D Item 16· The filing’s note: “Moody 77024 Multi-Family Depositor, LLC will be responsible for paying certain costs and expenses of approximately $2,599,727.”
- Broker-dealers named in the Form D
- 11 named in the Form D
Show the firms
- Arkadios Capital · CRD 282710
- Aurora Securities · CRD 46147
- Capulent LLC · CRD 155155
- Concorde Investment Services, LLC · CRD 151604
- DAI Securities, LLC · CRD 36673
- FNEX Capital, LLC · CRD 166316
- Great Point Capital LLC · CRD 114203
- Metric Financial, LLC · CRD 33324
- Moody Securities, LLC · CRD 148771
- Realized Financial, Inc. · CRD 22333
- Wealthforge Securities, LLC · CRD 152550
Individual representatives named in Item 12 are not listed.
- Date of first sale
- Mar 24, 2025
- 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.
Who's behind The Village at Bunker Hill?
Moody National is a Houston-based real estate sponsor; SEC records place the Trust's business address at 9655 Katy Freeway, Suite 600, in the same 77024 ZIP code as the property. 3 The Form D/A filed September 9, 2025 names Brett C. Moody as an executive officer and lists Moody 77024 Multi-Family AM, LLC, Moody 77024 Multi-Family Depositor, LLC and Moody National DST Sponsor, LLC as promoters. 4 On October 19, 2022, AltsWire reported that Moody National had sold two Texas multifamily DST properties. 5
- Sponsor
- Offerings on record
What does the SEC record show?
Moody National filed the initial Form D — the short SEC notice of an exempt private offering — days before the first sale on March 24, 2025, then amended it as subscriptions came in, with the final amendment reporting nothing left to sell. 4 Rule 506(c) permits public advertising so long as every buyer's accredited status is verified.
- Legal Trust name
- Moody 77024 Multi-Family DST
- SEC CIK
- 2061902
- First Form D
- Mar 20, 2025
- Latest Form D
- Sep 9, 2025
- Filings on record
- 4
- Offered under
- Rule 506(c)May be advertised publicly. Every buyer’s accredited status must be verified.
- Source filing
SEC Form D filings, newest first
| Filed | Form | Offering amount | Amount sold | Investors | Filing on SEC EDGAR |
|---|---|---|---|---|---|
| Form D/A | $22,545,000 | $22,545,000+$12,035,716 | 45+31 | EDGAR | |
| Form D/A | $22,545,000 | $10,509,284 | 14 | EDGAR | |
| Form D/A | $22,545,000 | $10,509,284+$10,509,284 | 14 | EDGAR | |
| Form D | $22,545,000 | $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 Village at Bunker Hill?
- The Village at Bunker Hill is a Historical offering. The last Form D, filed Sep 9, 2025, reports the offering fully sold.
- What does the Trust actually own?
- A single multifamily asset: The Village at Bunker Hill, an apartment community on Bunker Hill Road in the Memorial City area of west Houston offering one-, two- and three-bedroom units. The property's own website describes the units as completely renovated. No located public source states the unit count or the price paid.
- Is the property financed with a mortgage?
- The public record does not say. Form D filings disclose the securities offering, not the property's debt, and no lender, loan amount, or loan-to-value figure appears in the filings or in the sponsor and third-party listings located for this Trust. Leverage is therefore recorded here as unknown.
- Could this Trust convert into a REIT through a 721/UPREIT exit?
- Top1031's record for this Trust shows no 721/UPREIT feature — that is, no disclosed path for swapping the DST interest into operating-partnership units of a REIT. Any exit mechanics for a Historical Trust like this one would be governed by the trust agreement and offering documents.
- Has an outcome been reported for this Trust?
- No sale, refinancing, or other completed outcome for this Trust appears in the public record located as of September 14, 2026. The most recent filing on record is the Form D/A of September 9, 2025, which reported the raise complete.
In the news
As reported by the sponsor · JRW Investments ↗
Sources
Show sources (7)Hide sources (7)
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.