Full cycle

BR Grand at Westside, DST Reached Full Cycle With an August 2022 Property Sale

Bluerock Value Exchange lists the Trust among five Delaware Statutory Trust (DST) 1031 exchange programs it reports sold in a single full-cycle announcement.

Published Updated

The property held by BR Grand at Westside, DST sold on August 8, 2022, ending a hold of 4.5 years. Two documents carry that outcome: the Trust's Form D, filed February 23, 2018, which names BR Grand at Westside DST Manager as the issuer's management, and a full-cycle announcement from Bluerock Value Exchange, which lists the Trust as a completed program on its published track record. The documents on hand do not state the relationship between those two names, and neither identifies the property or where it stood.

Term

Record

Exemption

506(b)

Asset class

Residential

Offering ceiling

$32,883,763

Minimum investment

$100,000

Equity multiple

1.75x, as reported by the sponsor in the full-cycle announcement

Average annual return

16.9%, as reported by the sponsor in that same announcement

Top1031's disposition record carries a sale price of $101 million for this Trust, as reported by the sponsor in the announcement; the announcement's own title assigns that figure to net returns across the five programs, not to a single property's sale price. Where the two readings differ, this report follows the announcement's wording, because it is the primary document. On that reading, a sale price for this Trust alone is not established. No per-program total return figure appears in the documents on hand.

The Form D covers equity alone. Its ceiling is the amount offered for subscription rather than the price paid for the property, and the filing records no acquisition price, no acquisition date, and nothing about the debt behind the purchase. It carries no distribution terms either. No offering memorandum for BR Grand at Westside, DST appears in the public record on hand, so the terms investors subscribed to in 2018 cannot be set beside the sponsor's reported result.

Beyond the Form D, every figure on this outcome comes from the sponsor's own release.