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Multifamily DST |
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Cantor Fitzgerald James Multifamily DST is a 415-unit, modern apartment complex in Richardson, Texas, located just 30 minutes north of downtown Dallas. Built in 2020, The James at Canyon Creek offers a variety of spacious 1-, 2-, and 3-bedroom floor plans with high-end features, including granite kitchen countertops, stainless steel appliances, walk-in closets, in-unit washers and dryers, smart home technology, and private outdoor spaces such as balconies, patios, or yards. Residents enjoy resort-style amenities, including two lounges, a fitness center, package lockers, a dog park, firepit seating areas, and a luxurious infinity pool with cabanas.
The property is situated between the thriving Plano and Richardson submarkets, providing direct access to North Central Expressway and President George Bush Turnpike, with convenient commutes to downtown Dallas, Fort Worth, and Dallas Fort Worth International Airport. The area benefits from significant corporate activity, with Plano being a hub for major companies like J.P. Morgan Chase, Toyota, and Liberty Mutual, and Richardson home to Texas Instruments, AT&T, and Raytheon.
Residents enjoy a vibrant lifestyle near parks, walking trails, golf courses, and retail centers like Whole Foods, Trader Joe’s, and Central Market. The neighborhood is composed of well-educated professionals, with a median household income of $109,568, making it an ideal location for those seeking a modern, convenient living environment in a rapidly growing region.
The DST secured financing in the form of 10-year fixed debt at an interest rate of 5.38%. The loan is interest only (non-amortizing) for the full 10-year term.
Senior Housing DST |
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Inspired Healthcare Capital’s Inspired Senior Living of New Braunfels DST is a 112-unit senior living community in New Braunfels, Texas, conveniently located between Austin and San Antonio.
Built in 2021, The Blake at New Braunfels offers studio, 1-, and 2-bedroom units with options for assisted living and memory care. Residents benefit from 24-hour nursing, community dining, concierge services, housekeeping, and a range of activities. Unit features include walk-in closets, kitchenettes, and emergency call systems. The community also offers a wide variety of amenities, such as a fitness center, spa, beauty salon, movie theater, game room, library, and outdoor courtyards with walking trails and bocce ball.
The San Antonio-New Braunfels area is one of the fastest-growing in Texas, with a population of nearly 2.6 million. Major employers include USAA, Valero Energy, and iHeartMedia, along with the military presence at Joint Base San Antonio. New Braunfels is a popular destination for tourists and residents alike, known for attractions like Schlitterbahn waterpark and the annual Wurstfest festival.
The Blake at New Braunfels is ideally located near shopping and entertainment options, including Buc-ee’s and H-E-B, as well as outdoor recreation like River Road Camp and nearby parks. Residents also have access to quality healthcare, with proximity to multiple hospitals, including Christus Santa Rosa Hospital.
Hospitality DST |
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Peachtree Group’s PG Sugarloaf DST consists of a 130-suite Home2 Suites hotel located in Lawrenceville, Georgia, 30 minutes northeast of downtown Atlanta.
Built in 2019, this extended-stay hotel is part of the Hilton network and features spacious suites equipped with living areas, 42-inch flat-screen TVs, and full kitchenettes. Guests enjoy numerous amenities, including a 24-hour fitness center, heated swimming pool, outdoor patio, barbecue area, business center, laundry room, and complimentary buffet breakfast. The DST plans a Property Improvement Plan (PIP) to modernize the lobby, corridors, and guest rooms, including updates to furniture, decor, and carpets.
The property is in the Atlanta-Sandy Springs-Marietta Metropolitan Statistical Area (MSA), the 6th largest metro area in the U.S., with over 6 million residents. Atlanta is a major hub for industries like financial services, information technology, and transportation, and is home to 17 Fortune 500 companies, including Delta Air Lines, The Home Depot, and Coca-Cola. The area also draws 57 million tourists annually, thanks to attractions like the Georgia Aquarium and Centennial Olympic Park, with easy access from Hartsfield-Jackson Atlanta International Airport, the world’s busiest passenger airport.
The hotel is strategically located in the I-85/Gwinnett County corridor, near Sugarloaf Mills shopping center, Gas South District, and major employers like Mitsubishi Electric’s regional headquarters, providing easy access to both business and leisure destinations.
The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
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