Full cycle

ExchangeRight Sold Its North Austin Apartment Portfolio DST in February 2021, Closing a 4.3-Year Hold

The portfolio held three apartment properties in North Austin, Texas, placed in a Delaware Statutory Trust (DST) that launched in October 2016.

Published

ExchangeRight brought its North Austin Apartment Portfolio DST full cycle on February 10, 2021, selling the three apartment properties that backed it. The offering launched in October 2016. The sponsor is identified from its own announcement of the sale; the offering's Form D record does not name a sponsor.

Field

Detail

Sponsor

ExchangeRight (per its announcement)

Offering

North Austin Apartment Portfolio DST

Exemption

506(b)

Original ceiling

$21,030,000

Minimum investment

$100,000

First Form D filing

October 19, 2016

Disposition

Property sold

Exit date

February 10, 2021

Hold period

4.3 years

ExchangeRight reported total returns of over 128.9%, as reported by the sponsor. Its two published figures for the annualized return do not agree: the sale announcement states 6.80%, as reported by the sponsor, while its Full-Cycle Returns PDF states an average 8.49%, as reported by the sponsor. This report relies on the 6.80% figure, which appears in the announcement specific to this disposition. The sponsor recorded the sale as its 16th full-cycle offering, per the announcement.

The record establishes the February 2021 sale and the sponsor's reported returns. It does not state what the portfolio sold for.