Full cycle

CS1031 Saltmeadow Bay Apartments, DST closed a Section 721 roll into a REIT operating partnership on March 30, 2023

Capital Square's published full-cycle track record is the document that carries the reported result for this Delaware Statutory Trust (DST) offering.

Published Updated

CS1031 Saltmeadow Bay Apartments, DST reached full cycle on March 30, 2023. The exit on record is a Section 721 UPREIT roll: the property was contributed to a REIT, and the Trust received operating-partnership units in exchange. The record does not name the REIT that received the contribution. Capital Square sponsored the offering.

Item

Record

Exemption

506(c)

Form D filed

August 26, 2019

Offering ceiling

$24,045,000

Minimum investment

$50,000

Hold

3.6 years

Disposition value

$72 million, as reported by the sponsor in its full-cycle DST track record brochure

Annualized return

20.07%, as reported by the sponsor in the same brochure

Equity multiple

1.82x, as reported by the sponsor in the same brochure

Those figures are stated for the program as a whole, on a published track record rather than in a transaction document. The record carries no total-return figure, no amount sold against the ceiling, no acquisition price, and no distribution history across the hold. It carries no breakdown of what individual investors elected at the roll. The offering is classified in the record under a commercial asset class, and no property-level description appears in the documents relied on here.

Beyond the figures the sponsor publishes, the documents relied on here say nothing about the eventual result for investors who came out of the transaction holding operating-partnership units.