Full cycle

Capital Square Took Woodshire Apartments Full Cycle With a December 16, 2022 Sale

Capital Square's published full-cycle track record supplies the exit figures that the Trust's Form D, filed January 2, 2019, never carried.

Published Updated

The property sale that took CS1031 Woodshire Apartments, DST full cycle closed at a price of $59.9 million, as reported by the sponsor in its full-cycle track record brochure.

The Trust was a Capital Square Delaware Statutory Trust (DST) offering made under 506(c), and the Form D places it under Commercial real estate, a classification the filing does not explain.

Item

Record

Trust

CS1031 Woodshire Apartments, DST

Sponsor

Capital Square

Form D filed

January 2, 2019

Exemption

506(c)

Maximum offering amount

$22,086,000

Minimum investment

$50,000

Disposition

Property sold, December 16, 2022

Hold period

4 years

Total return

160.22%, as reported by the sponsor in its full-cycle track record brochure

Annualized return

13.94%, as reported by the sponsor in the same brochure

Equity multiple

1.6x, as reported by the sponsor in that brochure

The sale price is the whole property. The offering ceiling was the equity the Trust was cleared to raise from investors, and the two measure different things.

Woodshire joins the completed programs on Capital Square's published track record. The public record on this one runs from the Form D to the brochure: the exemption, the ceiling and the per-investor minimum at the front, the sponsor's reported exit figures at the end, and no distribution terms in the filings.