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2018 POISED TO BE ANOTHER RECORD YEAR FOR 1031 DST INVESTMENTS

We have just returned from an industry conference in Orlando this week where we had an opportunity to meet with many leading sponsors of 1031 Delaware Statutory Trust investments. We would like to share their perspectives on how 2018 is shaping up in this month’s newsletter to our many clients, friends. and business colleagues.

2018 is off to an especially strong start with all interviewed sponsors reflecting optimism on another record year of 1031 DST investments ahead of us. Per recent statistics published by Mountain Dell Consulting:

  • If sales continue at the rate the first 12 weeks of this year, we could have about $2.52 billion in securitized (mostly DST) 1031 sales in 2018 vs. the $1.95 billion raised in 2017, an increase of 29% year-over-year.
  • Total equity raised by asset class

 

1Q 2018

Equity Raised

    % of Total
     Multifamily  $ 351,514,275

    60.27%

     Office  $ 108,352,476

    18.58%

     Retail  $   90,195,709

    15.46%

     Oil & Gas  $   14,350,000

    2.46%

     Industrial  $   13,159,413

    2.26%

     Senior Housing  $     5,675,000

    0.97%

     TOTAL RAISED  $ 583,246,873

    100.00%

 

  • First year DST average yields at the end of 1Q 2018 dropped to 5.69% from the 4Q 2017 average of 5.81% reflecting rising interest rates and growing demand especially for multifamily properties. 
  • Supply is good; market demand seems to be keeping pace. 1Q 2018 already had 58 offerings as compared to 126 offerings for all of 2017.
  • The top five DST sponsors in 1Q 2018 included Inland (36%), Passco (11%), ExchangeRight (11%), Nelson Brothers (8%), and Bluerock (5%).
  • Long time sponsor of Tenant in Common structured investments, RK Properties, which ended 1Q 2018 with 4% of the overall market and who focuses on value-add multifamily investments, has begun offering DST options. 

DSTs by the numbers:

 

Paul Getty

Paul Getty is a licensed real estate broker in the state of California and Texas and has been directly involved in commercial transactions totaling over $3 billion on assets throughout the United States. His experience spans all major asset classes including retail, office, multifamily, and student, and senior housing. Paul’s transaction experience includes buy and sell side representation, sourcing and structuring of debt and equity, workouts, and asset and property management. He has worked closely with nationally prominent real estate brokerage and investment organizations including Marcus Millichap, CB Richard Ellis, JP Morgan, and Morgan Stanley among others on the firm’s numerous transactions. Paul also maintains a broad network of active buyers and sellers of commercial real estate including lenders, institutions, family office managers, and high net worth individuals. Prior to founding First Guardian Group/FGG1031, Paul was a founder and CEO of Venture Navigation, a boutique investment banking firm specializing in structuring equity investments made by institutions and high net worth individuals. He possesses over 35 years of comprehensive worldwide business management experience in environments ranging from early phase start-ups to multi-billion-dollar corporations. His track record includes participation in IPOs and successful M&A activity that has resulted in investor returns of over $700M. Paul holds an MBA in Finance from the University of Michigan, graduating with honors, and a Bachelor’s Degree in Chemistry from Wayne State University. Paul Getty holds Series 22, 62, and 63 securities licenses and is a registered financial representative with LightPath Capital Inc, member FINRA /SIPC. Paul is a noted speaker, author, and actively lectures on investments, sales, and management related topics. He is author of The 12 Magic Slides, Regulation A+: How the JOBS Act Creates Opportunities for Entrepreneurs and Investors, and Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST), available on Amazon and other retail outlets.

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