Delaware Statutory Trust Marketplace

A 114-unit assisted living and memory care portfolio. The portfolio consists of two facilities strategically located in Lake City and Palm Coast, Florida, achieving a combined occupancy rate of 86.6%. With over 20% of its population aged 65 and older, Florida has the highest percentage of senior citizens in the United States. This investment opportunity seeks to provide investors with monthly cash distributions and potential update appreciation.

Class A+, mixed-use multifamily community in the Louisville suburb of Prospect, Kentucky, one of the state’s wealthiest cities. The community is comprised of 273 residential units and 12,191 square feet of retail space. The Sponsor believes the community is among the highest quality residential communities in the nation. The lively town center is home to more than 90 businesses, including restaurants, shops, salons, a post office, and professional services.

A 137-bed, 109-unit assisted living and memory care portfolio consisting of two facilities in Dallas, Texas and Cleveland, Georgia, with a combined occupancy of 95.6%. This investment opportunity seeks to provide investors with monthly cash distributions and potential upside appreciation.

A 3.5-star, 55+ lifestyle manufactured housing community in the City of Palmetto, with 420 total homesites. Palmetto is a popular retirement destination on Florida’s Gulf Coast. The property is a well-maintained asset with current rents 41% below the market average. The Sponsor believes the property provides a unique value-add opportunity for the firm to increase rents and improve homesite occupancy.

A 15,286-square-foot property that houses a growing medical practice, with a 15-year lease that commenced May 2021. Other lease terms include two, five-year renewal options and 2.5% annual rental increases. The tenant is responsible for operating expenses, insurance and real estate taxes. The practice’s founding physician personally guarantees rental payments (subject to waiver, beginning in lease year four, based on satisfaction of operating performance goals).

The community is situated is situated in downtown Lawrenceville and features approximately 15,000 square feet of street-level retail space. Approximately 9,199 square feet of the retail space is currently occupied, with lease negotiations underway for the remaining 5,514 square feet. This is the only Class A multifamily property that offers walkable access to downtown Lawrenceville, providing residents with unique access to downtown restaurants and attractions.

Unique raw land opportunity identified as a future part of a master-planned community located in Collin County, TX. Ground leased for an initial three-year term with seven 12-month extensions, optioned for up to 10 years. Sales load entirely funded by Sponsor. Monthly income from land lease and option payments for three years with monthly payments pre-funded.

A 307-unit, trophy multifamily community constructed in 2020. Located on the southwest side of the Richmond, VA in the Chesterfield County submarket. Part of Crosby Village, a 68-acre mixed-use development that is expected to offer residents convenient access to elegant retail and dining options. Chesterfield County’s population grew by 11.6% from 2010 to 2019 and is expected to increase by 12% between 2020 and 2030. Occupancy in the Chesterfield County submarket is projected to exceed 98% through 2031.

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%. This investment opportunity seeks to provide investors with monthly cash distributions and potential upside appreciation. 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.