Full cycle

Capital Square Took CS1031 Ivy Commons Apartments Full Cycle With a September 28, 2022 Property Sale

Capital Square's published full-cycle track record, not the Trust's SEC filings, carries the figures the public record shows for the result.

Published Updated

The property held by CS1031 Ivy Commons Apartments, DST sold on September 28, 2022. Capital Square lists the Trust among the completed programs on its published Delaware Statutory Trust (DST) full-cycle track record, and that document is where the reported result for investors is recorded.

The offering itself is thinly documented. The Form D that opened it records the size of the raise, the minimum ticket and the exemption relied on; the distribution terms and the property-level underwriting sat in the private placement memorandum, which is not public. The filings do not state what the Trust paid for the property.

Record


Trust

CS1031 Ivy Commons Apartments, DST

Sponsor

Capital Square

Asset class

Commercial

Offering ceiling

$23,027,000

Minimum investment

$50,000

Exemption

506(c)

First Form D

August 3, 2018

Disposition

Property sold, September 28, 2022

Hold

4.2 years

Sale price

$75,500,000, as reported by the sponsor in its full-cycle track record

Total return

201.6%, as reported by the sponsor in its full-cycle track record

Annualized return

20.22%, as reported by the sponsor in its full-cycle track record

Equity multiple

2.02x, as reported by the sponsor in its full-cycle track record

No third-party accounting of this Trust's distributions or its final per-unit proceeds is on the record, and none is required to be.