Full cycle

Bristol 1031 DST reached Full Cycle with a June 21, 2019 property sale

The sponsor's schedule of prior programs inside a later offering's memorandum is the only account of the result in the public record.

Published Updated

Bristol 1031 DST sold its property on June 21, 2019. Inland Private Capital reports the result in a schedule of prior programs carried inside the private placement memorandum for a later offering, Sun Belt Multifamily III: an equity multiple of 0.78x, below one times invested equity, as reported by the sponsor in that memorandum.

The Form D that opened this Delaware Statutory Trust (DST) offering was filed on April 2, 2009 and classified the asset as Other Real Estate. The record shows no property name, location, or tenant.

Item

Record

Offering ceiling

$8,302,000

Minimum investment

$100,000

Sale price

$2,000,000, as reported by the sponsor in the Sun Belt Multifamily III memorandum

Total return

78.18%, as reported by the sponsor in the Sun Belt Multifamily III memorandum

Annualized return

not stated

The schedule does not define what its return column measures, name the buyer, state the distributions paid across the hold, or say what interest in the property the Trust held at the sale. No dated disposition announcement and no news coverage of the sale appear in the record. The Bristol private placement memorandum does not appear in the record either, so the terms the offering documents stated at the outset cannot be set beside the sponsor's reported result.

Top1031's computed inputs carry the hold as 10.37 years, and 10.2 years measured from the filing date to the sale date alone; this report uses 10.37 years, the figure the record carries in its hold field.

Bristol enters that record as a program whose entire documented outcome is one line in a later offering's memorandum.