BMG DST 2022

BMG DST 2022 is a Historical offering: its latest SEC filing is outside the Active window. The outcome and source documents are shown separately.

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.

No. Battle Monument Group's fund page states the DST became fully subscribed in October 2023, and its BMG DST homepage displays that the trust is not currently accepting investors (that homepage statement is undated). The Trust is closed to new investors; it is a historical record here, useful mainly for understanding how this sponsor structures its 1031 offerings.

Battle Monument Group describes an eight-property portfolio of investment-grade, single-tenant commercial properties across seven states, and characterizes the tenants as credit-grade, largely in the discount retail segment such as Dollar General. Nothing in the public material reviewed identifies the individual buildings, their addresses, their specific tenants, or their lease terms; the term sheet defers that detail to the PPM, the confidential offering document.

Battle Monument Group, a Richmond, Virginia firm, publicly announced BMG DST 2022 on September 2, 2022. The sponsor's April 15, 2022 term sheet names MARF Management LLC as Manager of the offering. The Form D itself lists a Richmond, Virginia principal place of business at 530 E Main Street, Suite 1000.

The sponsor's April 15, 2022 term sheet described roughly $5,500,000 of estimated attributable debt, with each investor taking a pro rata share of debt that is recourse only to the DST. On the same document's figures, the $250,000 minimum was described as including approximately $212,234 of estimated debt — relevant because a 1031 exchanger generally needs to replace debt as well as equity. No loan-to-value figure appears in the public record.

The April 15, 2022 term sheet said liquidation was anticipated in five years, at the time of a balloon payment on the Term Loan, subject to extensions at the Manager's discretion. That was a plan stated at launch, not a commitment, and no public filing or sponsor release located through August 19, 2026 reports a sale or other disposition.

There is one Form D, filed May 4, 2022, and no amendment on record. Form D is a short notice of an exempt offering, not an ongoing disclosure document, so the federal file does not track how the raise progressed or reflect the sponsor's later statement that the offering was fully subscribed. For anything beyond the filing, the sponsor's own materials and the PPM are the sources.