KB Essential Healthcare 33 DST

1031 Exchange Eligible Delaware Statutory Trust (DST) Investment

Delaware Statutory Trust (DST) in Pensacola, FL, Fort Walton Beach, FL, and Crestview, FL


Summary of the Property

Property Type Healthcare
Year Built 2016-2020
Number of Properties 5
Net Rentable SF 45,669 SF
Occupancy* 100%

Financial Summary

Equity Raise $9,200,000
Loan-to-Value (LTV) 53.01%
Minimum Investment $100,000
Holding period 7-10 Years
Suitability Accredited Investor



About This Offering

KB Essential Healthcare 33 DST is a 1031 exchange eligible Delaware Statutory Trust (DST) that owns a portfolio of five healthcare properties located in Pensacola, FL, Fort Walton Beach, FL, and Crestview, FL. Constructed from 2016 to 2020, the properties are in like-new condition, and house a combined 45,669 square feet of net rentable area.

The properties are leased to three separate tenants: Fresenius Kidney Care ("Fresenius"), Renalus Center for Kidney Care, and Magnolia Medical Clinic. Fresenius represents the largest portion of the portfolio accounting for approximately 52.5% of year 1 revenue. Fresenius has an investment grade credit rating of BBB by Standard & Poor's. The weighted average lease term of the portfolio (based on year 1 revenue) is 16.58 years.*

About KB Exchange Trust

KB Exchange Trust is a national diversified real estate investment manager, focused on sponsoring and managing direct-investment real estate programs for accredited retail investors, institutional investors, and other qualified investment buyers. The company offers a series of 1031 co-ownership programs structured as Delaware Statutory Trust (DST), as well as customized Managed-Direct OwnershipTM (MDO) solutions for individual buyers and partnerships. To date, the company has structured 33 separate co-ownership offerings. 


* As of June 1, 2020

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There are material risks associated with investing in DST properties and real estate securities including construction risk, 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, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed.

Neither the SEC nor any other state or federal regulator has passed on or endorsed the merits of this offering or these securities and has not confirmed the adequacy or accuracy of the PPM. Any representation to the contrary is unlawful. All information contained in this material is qualified in its entirety by the terms
of the current PPM

This offering is not suitable for all investors due to its speculative nature. All investors must be "accredited investors" and/or "qualified purchasers" as defined in the securities laws before they can invest in the Fund.

Realized Holdings, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.