Does Croatan Investments have DST offerings available now?

None of Croatan Investments’ offerings is active in SEC filings today. Its most recent Form D was first filed in 2022.

How many DST programs has Croatan Investments sponsored?

Top1031 found three Croatan Investments programs in SEC Form D filings. The first was filed in 2019. Each is listed in the track record on this page with a link to its SEC filings.

What results has Croatan Investments published for its DSTs?

On its Record Card, none of its three programs sold with a result reported by the sponsor yet. Of the rest, one sold by the sponsor’s account but not yet verified. Sponsor-stated figures are as reported by the sponsor; Top1031 does not compute or estimate returns.

How do I ask about Croatan Investments offerings?

Use the “Ask a 1031 specialist about Croatan Investments” button at the top of Croatan Investments’ offerings list on this page. Top1031 is not a broker-dealer or investment adviser and does not provide tax, legal, or investment advice.

Croatan Investments 1031 DST Offerings & Sponsor Record

NR

NR · Not rated

0 completed sales; 0 losses or impairments; 0 counted Programs. Fewer than three counted Programs. NR is not a failing grade. A letter needs 3 counted outcomes or 3 documented sales.

Completed sales 0Losses or impairments 0Counted Programs 0

Of 3 Programs, 0 count toward the Grade: 0 completed sales and 0 losses or impairments. The lines below describe all Programs, including those outside the Grade count.

Programs found in SEC fundraising filings (Form D): 3
Sold, result reported by the sponsor: 0
Sold, result not reported by the sponsor: 0
Sold according to the sponsor, not yet verified by us: 1
Moved into a REIT instead of sold: 0
Lost investors' money, or capital at documented risk: 0
Older than 7 years, confirmed still operating: 0
Older than 7 years, no public outcome found: 0
No outcome recorded · under 7 years: 2
Share of programs over 3 years old whose status we confirmed: 33%

Three Delaware statutory trusts carry the Croatan name: Croatan North Oaks DST, first filed in 2019; Croatan Addicks Stone Village DST, first filed in 2021; and Croatan Luna Pointe DST, first filed in 2022 ³. The Form D for Croatan Luna Pointe DST, filed February 24, 2022, identifies the trust as a Delaware statutory trust formed in 2021, names Croatan Investments LLC as sponsor, and identifies Paul Van as the sponsor's CEO and Chief Investment Officer ⁴.

At the property level, Croatan identifies the Addicks Stone Village DST asset as a 70-unit community in Houston, Texas ⁵, and identifies Luna Pointe as a 210-unit property ².

Croatan announced the February 23, 2021 closing of its first full-cycle DST offering, Croatan North Oaks DST. The release states that North Oaks Landing was a 200-unit apartment community in Raleigh, North Carolina, purchased in 2014, held for two years, repositioned as a stabilized Class B+ property, and sold. Croatan reported that the investment generated 220% net returns, including return of investors' capital contributions, over the two-year DST holding period, and the release cautions that its performance metrics were based in part on unaudited numbers ⁶.

On September 11, 2025, Croatan announced the sale of District West, a 117-unit build-to-rent project in Houston, Texas, stating that it had acquired the project in April 2023 through a preferred-equity position ⁷. On October 15, 2025, Croatan announced the sale of Villas at Cordova, a 256-unit garden-style apartment community in Memphis, Tennessee, which it stated was acquired in 2020 through a preferred-equity investment alongside The Kushner Companies ⁸. On June 30, 2026, Croatan announced the acquisition of Alaire at Morningside, a 110-unit garden-style apartment community in Atlanta, Georgia ⁹.

On January 28, 2026, Croatan announced an Affordable Housing Platform led by Nina-Lee Jewell Alhambra as Managing Partner, focused on preservation, recapitalization, and long-term operating excellence across income-restricted and mission-aligned housing. Croatan described the launch as an expansion of its investment strategy ¹⁰.