Full cycle

Capital Square Reported CS1031 Ashland MOB, DST Full Cycle on October 18, 2023

The sponsor's announcement identifies the asset as the BetterMed/Fresenius medical office building at 38 W. Jubal Early Drive in Winchester, Virginia.

Published Updated

Capital Square announced on October 18, 2023 that CS1031 Ashland MOB, DST had gone full cycle. That date is the disposition date on record for the Delaware Statutory Trust (DST) offering, which first filed a Form D on June 4, 2018.

Investors received a 149.59% total return, as reported by the sponsor in its October 18, 2023 announcement. The annualized figure is 6.78%, as reported by the sponsor in that announcement and in Altswire's account of the disposition. No sale price is on the record.

Item

Record

Trust

CS1031 Ashland MOB, DST

Sponsor

Capital Square

CIK

1742087

First Form D filing

June 4, 2018

Exemption

506(c)

Offering amount

$2,622,000

Minimum investment

$25,000

Asset class

Commercial

Disposition

Property sold, October 18, 2023

Hold, first filing to disposition

5.4 years

The Form D that opened the offering states a ceiling, a minimum and an exemption, and nothing about distributions. Those terms sat in the private placement memorandum, which is not a public document. The two figures in the sponsor's announcement are therefore the only stated measure of the result, and neither was independently verifiable from the filing record for this report.

Nine earlier Capital Square offerings had reached full cycle on Top1031's record before this one. Between the June 2018 Form D and the October 2023 announcement, no further public statement of the trust's terms or interim performance was located.