1031CF Portfolio 4 DST

178-unit assisted living and memory care portfolio in St. George and Lindon, Utah.

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1031CF Portfolio 4 DST

1031CF Portfolio 4 DST is a 178-unit assisted living and memory care portfolio. The portfolio consists of two Facilities in St. George and Lindon, Utah, with a combined occupancy of 95.5%.1 This investment opportunity seeks to provide investors with monthly cash distributions and potential upside appreciation.2

Offering Overview

5.24%

Current Cash Flow3

32.91%

Loan-to-Value

$25k

Minimum Investment

5-7 Years

Estimated Hold Period4

Established Operator

Avista Senior Living is a Mesa, Arizona-based owner/operator of Assisted Living and Memory Care communities totaling more than 1,600 beds. With extensive operational experience in Arizona and Utah and an emerging footprint in Southern California, Idaho, and New Mexico, Avista’s current portfolio includes 16 communities across these five states. Founded in 2011, Avista is led by a team of talented industry leaders with diverse skills and abilities honed over many years in senior living operations, ownership, and development. Executives at the management company are hands-on in their support and oversight of day-to-day operations. Representatives from the leadership team meet weekly with onsite Executive Directors and visit every community every month.

Growing Healthcare Demand

The aging of the baby boom generation could fuel more than a 50 percent increase in the number of Americans ages 65 and older requiring nursing home care, to about 1.9 million in 2030 from 1.2 million in 2017.5 Demand for elder care will also be driven by a steep rise in the number of Americans living with Alzheimer’s disease, which could more than double by 2050 to 13.8 million, from 5.8 million today.6

Beautiful Locations

Both properties are located in breathtaking areas of Utah. The Lindon property boasts vast snow-covered mountains in the winter, while the St. George property is surrounded by beautiful red rock with a more mild climate. Hiking, golfing, and world-class cuisine make both areas tourist destinations.

  1. As of November 10, 2022, Appraisals.

  2.  There can be no assurance that any of these objectives will be met. The ability of 1031CF Portfolio 4 DST to make distributions to its investors will depend solely on cash flows generated by the Facilities, which are not certain. Any reductions in the actual or projected cash flows from the Facilities would negatively impact the returns received by an investor in 1031CF Portfolio 4 DST and/or the price for which 1031CF Portfolio 4 DST will be able to sell the Facilities.

  3. Current cash flow is calculated based on current occupancy and operating history of the Facilities at or immediately preceding the date of the Memorandum. Changes in occupancy, rents, management costs or other expenses will change the future cash flow of the DST. There can be no assurance that cash flows generated by the Facilities will be sufficient to continue to provide investors in 1031CF Portfolio 4 DST with this level of annual cash flow. Additionally, cash flow is distributed to the Trust under the Master Lease Agreement. An investment in 1031CF Portfolio 4 DST involves a substantial degree of risk and investors could lose some or all of their investment in 1031CF Portfolio 4 DST.

  4. Estimated hold periods are based on current cash flow and historical cap rates and the Trustee makes no guarantee that this estimate can be achieved.  The anticipated holding period of the Properties is subject to the sole discretion of the Signatory Trustee based on market conditions at the time; provided, however, that the Trust is required to hold the Properties for a minimum of one (1) year after the date of the admittance of the last Investor to the Trust. The Investors will not be entitled to approve a sale of the Properties.

  5. PRB analysis of data from the U.S. Census Bureau, American Community Survey and Population Projections. https://www.prb.org/resources/fact-sheet-aging-in-the-united-states/

  6. Alzheimer’s Association, 2019 Alzheimer’s Disease Facts and Figures (2019)

This material is designed for marketing purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. The securities offered pursuant to the PPM have not been registered under the Securities Act or any applicable state securities laws. Neither the SEC nor any state regulatory authority has passed upon the adequacy or accuracy of the information contained herein or endorsed the merits of this offering. Information contained herein is subject to change and is qualified in its entirety by the PPM. Investment in 1031CF Portfolio 4 DST is limited to Accredited Investors (as such term is defined in Rule 501(a) of Regulation D).

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