Full cycle

Passco Mariner DST Goes Full Cycle After a Five-Year Hold

The residential Delaware Statutory Trust (DST) first filed with the SEC in January 2018 and sold interests under a 506(b) exemption before the property changed hands.

Published Updated

Passco Mariner DST is finished. The property the Trust was formed to hold has been sold, and Passco Companies lists the program as completed on its published track record.

Almost nothing else about the ending is documented. The disposition record carries the exit type and the hold and little more: it does not name the property, its location, or the buyer. A Form D reports the start of an offering and nothing about how it ends. A disposition reaches the public file only where a sponsor, a broker, or a county deed puts it there.

Passco Mariner DST


Sponsor

Passco Companies

SEC CIK

1727354

First Form D

January 9, 2018

Exemption

506(b)

Asset class

Residential

Maximum offering amount

$30,800,000

Minimum investment

$25,000

Exit type

Property sold

Hold

5 years

Sale date

not stated

Sale price

not stated

Two performance figures travel with this Trust in third-party research: an annualized return and an equity multiple. Top1031 publishes neither. The record logs their basis as a sponsor announcement, but the documents cited for them are a broker's sponsor page and a private placement memorandum for Passco Mellody Farms, a separate Passco offering. The documents do not match the label, and Top1031 relies on the documents. The record also marks the confidence in both figures as low.

Top1031's record documents no earlier full cycle for Passco Companies. That is a statement about what the file ties to a named trust, not a count of the sponsor's dispositions.

The exit is on the record. The transaction behind it, and the eventual result for the investors who exchanged into this Trust, are not.