Broadstone Optimist Park
Multifamily property in Charlotte, NC · sponsored by Origin Investments
Broadstone Optimist Park is a DST sponsored by Origin Investments that owns a multifamily property in Charlotte, NC (323 units). Its latest Form D, filed Sep 1, 2026, lists a $48.9 million offering with a $250,000 minimum.
Key facts
- Minimum investment
- $250,000From the Form D
- Offering size
- $48,917,049Equity offered, per the Form D
- Sold so far
- Form D, Sep 1, 2026; the % is our arithmetic99.99%
- Investors reported
- Form D, Sep 1, 2026100
- Selling commissions
- Form D Item 15; the % is our arithmetic$0 · 0.0% of offering
- Financing
- Leveraged. This offering reports mortgage debt on the property.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 →
Can I still invest?
No new interests: the offering is reported fully subscribed.
By Top1031’s calculation from the latest Form D, filed Sep 1, 2026, 99.99% of the offering had sold.
Other Origin Investments offerings on record
- NOVEL NonaOrlando, FL · $250,000 minimum · $46,256,706 offeringActive offering · latest Form D Oct 13, 2026
Availability changes without a filing. The sponsor or a registered representative can confirm what is open.
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Ask a 1031 specialist about this recordFree. About: Broadstone Optimist Park. Top1031 is not a broker-dealer.Broadstone Optimist Park · Charlotte, NC · Photo: sp-ao.shortpixel.ai
What does Broadstone Optimist Park own?
The building opened in 2023 as Broadstone Optimist Park, a six-story Class A rental community of studios, one- and two-bedroom apartments and townhomes. 3 The Charlotte Business Journal reported on April 29, 2025 that Alliance Residential sold the property to Origin Investments for $91.5 million. 1 It is now marketed under the name The Blake Optimist Park, with Greystar listing the leasing office. 6
- Property address
- 2010 N. Brevard St., Charlotte, NC
- Property size
- 323 units
How have sales gone?
The sponsor’s own numbers, with the caveat in Sales so far ↑.
How is it financed, and what did it cost to sell?
This Trust is leveraged: Origin's offering page shows mortgage debt sitting alongside investor equity in the capital stack, meaning a lender's claim on the property ranks ahead of the beneficial interests. 3 The SEC filings name no lender and state no loan terms, leaving those to the offering documents.
Debt
- Financing
- Leveraged. This offering reports mortgage debt on the property.
Costs and terms from the Form D
- Selling commissions
- $0 · 0.0% of offering
- Finders’ fees
- $0
- Paid to officers, directors and promoters
- $1,632,297 · 3.3% of offeringForm D Item 16· The filing’s note: “Item 16 is an estimate of organizational and offering expenses and acquisition fees that may accrue to one or more Related Persons.”
- Broker-dealers named in the Form D
- None named in the Form D
- Date of first sale
- May 20, 2025
- Minimum investment
- $250,000
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 Broadstone Optimist Park?
Origin Investments runs its 1031 exchange program under the Origin Exchange brand, and the Form D names OIG Exchange, LLC as the sponsor entity behind this Trust. Origin announced the $48.5 million offering on May 21, 2025 as its second multifamily DST of 2025 and its third in ten months. 4 On June 9, 2026 it said this Trust and a Nashville offering were both fully subscribed, with fundraising moving to a $46.3 million Orlando offering. 2
- Sponsor
- Offerings on record
What does the SEC record show?
The initial Form D — the SEC's brief notice of an exempt private offering — was followed by a long run of amendments, each restating the running subscription total and investor count. 5 Because the offering used the public-solicitation exemption, Origin could advertise it openly but had to take reasonable steps to verify that every buyer was an accredited investor.
- Legal Trust name
- Origin Charlotte NoDa, DST
- SEC CIK
- 2068764
- First Form D
- Jun 4, 2025
- Latest Form D
- Sep 1, 2026
- Filings on record
- 18
- 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 | $48,917,049 | $48,912,492+$500,000 | 100+3 | EDGAR | |
| Form D/A | $48,917,049 | $48,412,492+$528,955 | 97+3 | EDGAR | |
| Form D/A | $48,917,049 | $47,883,537+$1,050,640 | 94+6 | EDGAR | |
| Form D/A | $48,917,049 | $46,832,897+$8,002,065 | 88+15 | EDGAR | |
| Form D/A | $48,917,049 | $38,830,832+$5,875,000 | 73+3 | EDGAR | |
| Form D/A | $48,917,049 | $32,955,832+$3,987,320 | 70+12 | EDGAR | |
| Form D/A | $48,917,049 | $28,968,512+$1,356,948 | 58+6 | EDGAR | |
| Form D/A | $48,917,049 | $27,611,564+$7,494,881 | 52+13 | EDGAR | |
| Form D/A | $48,917,049 | $20,116,683+$4,391,685 | 39+4 | EDGAR | |
| Form D/A | $48,917,049 | $15,724,998+$3,106,610 | 35+6 | EDGAR | |
| Form D/A | $48,917,049 | $12,618,388+$1,297,646 | 29+5 | EDGAR | |
| Form D/A | $48,917,049 | $11,320,742+$2,102,471 | 24+5 | EDGAR | |
| Form D/A | $48,917,049 | $9,218,271+$455,000 | 19+3 | EDGAR | |
| Form D/A | $48,917,049 | $8,763,271+$1,504,899 | 16+4 | EDGAR | |
| Form D/A | $48,917,049 | $7,258,372+$211,381 | 12+1 | EDGAR | |
| Form D/A | $48,917,049 | $7,046,991+$1,300,336 | 11+5 | EDGAR | |
| Form D/A | $48,917,049 | $5,746,655+$4,761,878 | 6+4 | EDGAR | |
| Form D | $48,917,049 | $984,777 | 2 | EDGAR |
Show all 18 SEC Form D filings
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
- Can I still invest in Broadstone Optimist Park?
- No new interests: Broadstone Optimist Park is reported fully subscribed. Top1031 lists it as recently fully subscribed and does not count it as an active offering.
- What does the Trust actually own?
- A single asset: a 323-unit Class A apartment property at 2010 N. Brevard St. in Charlotte, North Carolina — a six-story building completed in 2023 with studio, one- and two-bedroom units plus townhomes. It opened as Broadstone Optimist Park, and the Charlotte Business Journal reported on April 29, 2025 that Alliance Residential sold it to Origin Investments for $91.5 million. The community is now marketed as The Blake Optimist Park.
- Does the Trust carry debt?
- Yes. Origin's Charlotte NoDa DST offering page describes, as anticipated terms, approximately $97 million of total capitalization, approximately $49 million of DST offering equity, approximately $48 million of DST offering debt, and an approximately 49.58% loan-to-value ratio. No lender name, loan amount or maturity date specific to this Trust appears in the SEC filings, so the loan terms have to be read in the offering documents.
- How long is the property expected to be held?
- When Origin Investments announced the offering on May 21, 2025, it described a potential two- to five-year holding period. That is a sponsor expectation, not a commitment: the actual hold depends on the eventual sale, and the offering documents set out how and when the Trust may dispose of the property.
- Is there a REIT or 721/UPREIT exit?
- The record shows no 721/UPREIT feature — no stated option to exchange beneficial interests for operating-partnership units in a REIT, which some sponsors offer as an alternative to a cash sale. A sale of the property is the contemplated exit, and the offering documents set out the exit provisions.
- What was the minimum investment, and who could buy in?
- The Form D filings report a $250,000 minimum investment, a figure Origin also stated when it announced the offering on May 21, 2025. The offering was made under Rule 506(c), the exemption that lets a sponsor advertise publicly but requires it to take reasonable steps to verify that each purchaser is an accredited investor — an individual meeting the SEC's income or net-worth thresholds.
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.