Self-Storage Portfolio IV DST was sold on November 4, 2021. Inland Private Capital included the Trust in a single transaction covering 34 self-storage properties, announced the same day. The portfolio sold for $265 million, as reported by the sponsor in its announcement, and the price recorded for the Trust was $80.4 million, as reported by the sponsor in that same announcement.
As originally filed | |
|---|---|
Sponsor | Inland Private Capital |
Asset class (per Form D) | Other Real Estate |
Offering exemption | 506(b) |
Maximum offering amount | $26,755,741 |
Minimum investment | $25,000 |
First Form D filing |
The self-storage characterization comes from Inland's announcement, not from the Form D, which classifies the industry more broadly. Measured from that first filing to the sale, the hold ran four and a half years.
Portfolio-wide result (34 properties) | Figure |
|---|---|
Total return range | 160% to 183%, as reported by the sponsor in its announcement |
Weighted-average total return | 169%, as reported by the sponsor in its announcement |
Annualized return range | 11% to 16.75%, as reported by the sponsor in its announcement |
Inland reported the Trust's own sale price but did not break out a return for it.