Full cycle

Capital Square Took CS1031 Fairway View Apartments, DST Full Cycle With an October 28, 2021 Property Sale

Capital Square's published full-cycle track record is the only public source for the result of a Delaware Statutory Trust (DST) whose Form D carried no performance terms.

Published Updated

CS1031 Fairway View Apartments, DST went full cycle on October 28, 2021, the disposition date of record for the sale of the property the Trust held. Capital Square was the Sponsor, and the sale closed a hold the record places at 4.1 years.

What the Trust told the public at the outset was the structure and nothing about the outcome. Its Form D carries no distribution or performance terms, and the private placement memorandum that would have stated them is not a public document. The filing does not identify the property; it classifies the offering only by asset class.

Record

Detail

Form D filed

September 25, 2017

Exemption

506(b)

Asset class as filed

Commercial

Offering ceiling

$13,775,000

Minimum investment

$25,000

Disposition

Property sold, October 28, 2021

Sale price

$45,750,000, as reported by the sponsor in its full-cycle DST track record brochure

Annualized return

19.25%, as reported by the sponsor in the same brochure

Equity multiple

1.92x, as reported by the sponsor in the same brochure

One sponsor document carries the sale price, the annualized figure and the multiple. There is no second, independent statement of any of the three in the record, and no total return figure appears in it at all.

The public record does not name the buyer, and it does not break out the cash distributions paid to investors during the hold, so the components behind the reported figures sit in documents that were never public.