Full cycle

BR Sonoma Pointe, DST Reached Full Cycle With an August 2022 Sale After a Five-Year Hold

The residential Delaware Statutory Trust (DST) program appears as completed on Bluerock Value Exchange's published track record, one of five programs the sale announcement names.

Published Updated

BR Sonoma Pointe, DST reached full cycle on August 15, 2022, the date its property sold. The Form D names BR Sonoma Pointe DST Manager as the Sponsor entity behind the Trust; the program is carried as a completed offering on Bluerock Value Exchange's published track record. Nothing in the public record assembled here identifies the property or its location.

The disposition


Exit type

Property sold

Exit date

August 15, 2022

Hold

5 years

Sale price

$68 million, as reported by the sponsor in its full-cycle announcement

Equity multiple

2.3x, as reported by the sponsor in its full-cycle announcement

Average annual return

26%, as reported by the sponsor in its full-cycle announcement

No total-return figure for this program appears in the record.

The offering as filed


Trust

BR Sonoma Pointe, DST

Sponsor entity named on the Form D

BR Sonoma Pointe DST Manager

Asset class

Residential

Exemption

506(b)

First filing

August 29, 2017

Offering amount

$18,803,951

Minimum investment

$100,000

The Form D is the only offering document in this record. The debt placed on the property, the distribution terms, and the hold the offering material contemplated are therefore undocumented here, which leaves the sponsor's announcement as the sole account of the result.

No document on the record states why the sale came when it did, and none identifies the buyer.

BR Sonoma Pointe, DST Reached Full Cycle With an August 2022 Sale After a Five-Year Hold