Full cycle

CS1031/Kay Alexander Pointe Apartments, DST Reached Full Cycle on a 4.5-Year Hold

The exit was a property sale, and every figure on the record for it comes from the Sponsor's own published track record brochure rather than a filing.

Published Updated

The property behind CS1031/Kay Alexander Pointe Apartments, DST sold on September 2, 2021. Capital Square Realty Advisors lists the Delaware Statutory Trust (DST) among the completed programs on its published full-cycle track record.

The Form D is close to silent on everything but the raise. It sets the equity ceiling and the minimum investment below, places the Trust in the commercial real estate category, and carries no property address, no unit count, and no distribution terms. The Trust's offering memorandum is not part of the public record, so what investors were shown in 2017 cannot be set beside what Capital Square reports now. The offering amount is equity, and the filing does not disclose the Trust's debt, so the ceiling and the sale price are not two versions of the same number.

Item

Record

Trust

CS1031/Kay Alexander Pointe Apartments, DST

Sponsor

Capital Square Realty Advisors

First Form D

February 21, 2017

Offering amount

$10,505,000

Minimum investment

$25,000

Exemption

506(c)

Exit type

Property sold

Hold

4.5 years

Sale price

$41,350,000, as reported by the sponsor in Capital Square's full-cycle track record brochure

Annualized return

25.84%, as reported by the sponsor in the same brochure

Equity multiple

2.61x, as reported by the sponsor in the same brochure

No total-return figure for the Trust is on the record. Fourteen sold programs preceded this one on Top1031's record for the Sponsor when this report was written.

CS1031/Kay Alexander Pointe Apartments, DST Reached Full Cycle on a 4.5-Year Hold