Carter Exchange sold the real estate held by CX Retreat at the Park, DST on January 21, 2026, the transaction that brought the offering full cycle.
The Form D filed July 8, 2020 classified the asset as "Other Real Estate"; the sponsor's announcement identifies it as a multifamily community in Burlington, North Carolina. The filing does not state when the property was acquired, so the record supports an offering-to-sale span of about five and a half years, not a confirmed hold period.
Item | Detail |
|---|---|
Exemption | 506(b) |
Offering ceiling | $18,708,724 |
Minimum investment | $25,000 |
Sale price | $48 million, as reported by the sponsor (sale announcement) |
Total return to DST investors | 55.4%, as reported by the sponsor (sale announcement) |
The offering's only public filing is that Form D, which carries no performance figures, as no Form D does. The sale price and total return stand as Carter Exchange reported them. That is what the record shows.