Full cycle

Capital Square Sold the Bellemeade Farms Apartments Property, Taking the DST Full Cycle

The public file behind the Delaware Statutory Trust (DST) carries no original distribution terms, so the sponsor's reported result stands on the record without a filed projection beside it.

Published Updated

Capital Square sold the property held by CS1031 Bellemeade Farms Apartments, DST on October 7, 2024, and the trust reached Full Cycle at a total return of 136.42%, as reported by the sponsor in its announcement of the sale. No sale price is on the record.

Item

Record

Trust

CS1031 Bellemeade Farms Apartments, DST

Sponsor

Capital Square

Exemption

506(c)

Offering ceiling

$34,100,000

Minimum investment

$50,000

First Form D filed

February 8, 2019

Annualized return

6.47%, as reported by the sponsor in its announcement

Equity multiple

1.36x, as reported by the sponsor in its announcement

A Form D carries no distribution terms, and the private placement memorandum behind a 506(c) offering is not filed with the SEC. The ceiling, the minimum and the exemption above are the extent of what the public file discloses about what investors subscribed to. Top1031 classifies the offering as Commercial; the trust's own name describes apartments.

Two hold figures sit in the record and do not agree. Top1031's data states the hold at five years; a span calculated from the first Form D to the sale date runs 5.7 years. This report relies on the five-year figure. A Form D filing date is not the date the trust acquired the property, and no acquisition date appears in the public file, so the longer figure measures from an endpoint the record does not establish as the start of the hold.

No SEC filing records the disposition, and no public document breaks out the result for an individual investor in the trust.