Full cycle

Capital Square took CSRA Richmond Golf Retail, DST full cycle with a July 23, 2024 property sale

A Capital Square track-record brochure, not an SEC filing, is where the result of this Delaware Statutory Trust (DST) offering appears; the exit date comes from the disposition record.

Published Updated

Capital Square's CSRA Richmond Golf Retail, DST is closed. The property sold on July 23, 2024, and the offering now sits among the completed rows of the sponsor's full-cycle track record. What the trust owned never reached the public record: no tenant, no address, no purchase price. The Form D reports the offering, not the asset behind it.

Item

Record

Asset class

Commercial

Offering ceiling

$6,770,000

Minimum investment

$25,000

Exemption

506(c)

First Form D filing

May 5, 2015

Exit type

Property sold

Exit date

July 23, 2024

Hold period

9.2 years

Match to track record

Figures below come from a row headed CS1031 Richmond Golf Retail, DST rather than this Trust's filed title; Top1031 rates the match medium confidence

Disposition value

$6,100,000, as reported by the sponsor in its full-cycle DST track record brochure

Total return

143.58%, as reported by the sponsor in the same brochure

Annualized return

4.96%, as reported by the sponsor in the same brochure

Equity multiple

not stated

The offering ceiling and the disposition value measure different things, and the record does not connect them. The trust's purchase price, its debt if any, and the fee and reserve load that stood between subscription dollars and the building are all absent, so the sale figure cannot be read as a gain or a loss against what investors put in. Distribution terms lived in the private placement memorandum, which is not a public document.

The match to the sponsor's completed track-record row rests on the property name. Why the row's trust name differs from the title under which the offering was filed is not something the record explains.

The performance figures are the sponsor's own. The single Form D on this record carries none of them, and the evidence here does not establish what any later filing shows.