1031 crowd funding physical location

1031CF Portfolio 5 DST

114-unit assisted living and memory care portfolio located in Lake City and Palm Coast, Florida.

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1031 crowd funding physical location

1031CF Portfolio 5 DST

1031CF Portfolio 5 DST is a 114-unit assisted living and memory care portfolio. The portfolio consists of two Facilities in Lake City and Palm Coast, Florida, with a combined occupancy of 87.8%.1 Currently, Florida has the highest percentage of senior citizens in the United States, with over 20% of the population being 65 years and older.2 This investment opportunity seeks to provide investors with monthly cash distributions and potential upside appreciation.3

Offering Overview

5.75%

Current Cash Flow

All Cash

Loan-to-Value

$25k

Minimum Investment

5-7 yrs

Estimated Hold Period4
Cash flow is paid to the Trust under the Master Lease Agreement.

An investment in 1031CF Portfolio 5 DST involves a substantial degree of risk and investors could lose some or all of their investment. There can be no assurance that any of these objectives will be met. The ability of the DST to make distributions to its investors will depend solely on the cash flows generated by the Facilities, which are not certain and can be affected by changes in occupancy, rents, management costs or other expenses. Any reduction in the actual or projected cash flows would negatively impact the returns received by an investor and/or the price for which the DST will be able to sell the Facilities. Current cash flow is calculated based on current occupancy and operating history of the Facilities at or immediately preceding the date of the Private Placement Memorandum (“PPM”). There can be no assurance that cash flows generated by the Facilities will be sufficient to provide investors in 1031CF Portfolio 5 DST with anticipated distributions.

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Established Operator

Gold Choice Senior Communities is a Deltona, Florida-based regional owner/operator of Assisted Living and Memory Care communities with four facilities all located in Florida. At Gold Coast communities, seniors have access to indoor and outdoor quality monitoring programs, a designated care team, and other lifestyle programs to ensure seniors are healthy and engaged. Residents at Gold Choice participate in life enrichment programs that encourage brain stimulation, physical activity, entertainment, and participation. Residents at Gold Choice are encouraged to spend quality time with their families, continue their interests, and participate in on-site activities. The communities’ memory care program offers a fully trained care team ready to support the unique needs of residents living with Alzheimer’s and other types of dementia.

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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

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Beautiful Locations

Lake City, FL, nestled in Columbia County, is celebrated for its splendid climate, welcoming residents, and prime fishing opportunities. Serving as the county’s heart, this city lies within the expansive Jacksonville metropolitan zone. Among its cherished epithets are “The Gateway to Florida” and “The World’s Freshwater Fishing Capital.” Tracing its roots to the 19th century, Lake City was established in 1832 and became an official city in 1859. A hub of activity and history, Lake City offers a balanced blend of relaxation and excitement. Whether you’re seeking a peaceful retreat for your golden years or a lively setting for family life, Lake City welcomes you with open arms.

Incorporated in 1999, Palm Coast stands as one of Florida’s newest cities. This Floridian gem is cradled amidst 70 miles of both saltwater and freshwater canals, adjacent to the Intracoastal Waterway, and is merely a stone’s throw away from the mesmerizing vistas of the Atlantic Ocean beaches. In Palm Coast, quality of life is held in the highest regard. Its lively atmosphere seamlessly merges with the pristine natural surroundings. Dotted with ancient oaks, lofty pines, and native flora, the city’s parks and pathways radiate the majestic beauty intrinsic to the Florida landscape.

 

  1. As of July 2023 Appraisals.

  2. https://www.consumeraffairs.com/homeowners/elderly-population-by-state.html
  3. There can be no assurance that any of these objectives will be met. The ability of 1031CF Portfolio 5 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 5 DST and/or the price for which 1031CF Portfolio 5 DST will be able to sell the Facilities.

  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 5 DST is limited to Accredited Investors (as such term is defined in Rule 501(a) of Regulation D).

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