PEM National Oilwell Varco II DST 1031

Industrial (office and manufacturing) property in Houston, TX — sponsored by Principle Equity Properties

Minimum investment
$25k
Offering size
$3.1M
How much has sold
100.0%
Asset type
Industrial (office and manufacturing) property
Location
Houston, TX
Financing
Not stated. The filings for this offering do not say whether it carries mortgage debt.

Sponsor-reported, from SEC filings and cited sources.

Chapter 1

What is this, in one paragraph?

PEM NOV II DST is a Delaware Statutory Trust (DST) — a structure that lets 1031 exchangers hold fractional interests in real estate — sponsored by Principle Equity Properties. It owns one office-and-manufacturing building at 9616 Telge Road in northwest Houston, leased to National Oilwell Varco, LP.1 The Trust filed a single Form D in 2011 and is closed to new investors.

On a 45-day clock? Find day 45 and day 180 from the sale date, then come back to this record.

Chapter 2

What exactly is the property?

The building sits at 9616 Telge Road in Aberdeen Industrial Park, off Highway 290 in northwest Houston.1 Its developer sold a pump-assembly business to National Oilwell Varco in 2008 and built this facility as part of that transaction, later expanding the operation as an NOV employee.3 The offering summary describes steel-frame construction with concrete tilt-up walls, built in 2008/2009 and used for office and manufacturing.4

Reported location
Houston, TX
Property size
53,500 square feet
Chapter 3

Who is the tenant, and what's the lease?

National Oilwell Varco, LP is both the tenant and the lease guarantor, and is a wholly-owned subsidiary of National Oilwell Varco, Inc.5 The lease is double-net: the tenant carries operating costs, insurance and real estate taxes, while the landlord keeps the roof and exterior walls.6 The stated initial term was 15 years with one five-year extension option.7

Chapter 4

How did it end?

What happened

Sold

CompStak reports that the exact 9616 Telge Road property had three recorded sales and last sold in 2024, while the original 1031 Gateway offering identifies that address as the PEM National Oilwell Varco II DST asset.

The executive summary describes a 53,500-square-foot double-net-leased industrial property in Aberdeen Industrial Park, occupied by National Oilwell Varco, LP; it states recent construction (2008/2009), a 15-year lease, a $3,083,333 equity offering, and $6,333,333 total offering price.

53,500 square feet
Chapter 5

How is it financed, and what does it pay?

The offering was capitalized with assumable non-recourse debt of $3,250,000 alongside investor equity.8 The stated lender was Aviva Life and Annuity Company; non-recourse means the lender's remedy runs to the property, not to investors personally.9 Those are 2011 offering-era terms, and no later filing on record updates them.

Chapter 7

What does the paperwork say?

The public paper trail is one notice and nothing after it — no amendments, no later filings. That notice reports a first sale on January 3, 2011, roughly six months before it reached EDGAR.10 Interests were sold privately to accredited investors — those meeting SEC income or net-worth tests — without public advertising.

  1. Form D filedFirst and latest filing on record.
Filings on record
1
How it may be offered
Rule 506(b)Not advertised publicly. Offered through existing relationships.

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.

Chapter 8

Common questions

What happened to PEM National Oilwell Varco II DST 1031?

Top1031 lists PEM National Oilwell Varco II DST 1031 as historical. It is no longer raising money.

Where does Top1031 get the data for PEM National Oilwell Varco II DST 1031?

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 PEM NOV II DST?

No. The offering dates to 2011 and is closed to new investors. Top1031 keeps the record as a Historical listing for research and comparison, not for purchase.

What does a double-net lease mean for the owner here?

Under the lease described in the sponsor's offering summary, the tenant pays operating costs, insurance premiums and real estate taxes, while the landlord remains responsible for the roof and exterior walls. That is one step short of triple-net, where structural items typically also sit with the tenant.[6]

Who was the tenant, and who stood behind the lease?

National Oilwell Varco, LP occupied the building and also served as lease guarantor. The offering summary describes it as a wholly-owned subsidiary of National Oilwell Varco, Inc., servicing, refurbishing, cleaning and testing oilfield equipment and building downhole tools.[5]

Has the Trust reported an outcome — a sale or wind-up?

No outcome has been reported in any primary record found as of August 16, 2026; the EDGAR file contains only the 2011 Form D. A LoopNet listing for 9616 Telge Road carries a July 12, 2023 date on market and states the property is no longer advertised, which does not establish a sale, current occupancy, or ownership.[11]

Was a 721/UPREIT exit part of this Trust?

No. The record shows no REIT conversion feature — a 721 or UPREIT exit is where a DST's property is contributed to a REIT's operating partnership in exchange for units instead of cash.