SE Apartment Portfolio II DST

1031 Exchange Eligible Delaware Statutory Trust (DST) Investment

Delaware Statutory Trust (DST) in Macon, GA and Warner Robins, GA


Summary of Properties

Number of Properties Four (4)
Property Type Multifamily
Year Built 1987-1997
Size 904 Total Units
Occupancy* 94.0%

Financial Summary

Equity Raise $54,230,000
Loan-to-Value (LTV) 54.34%
Minimum Investment $50,000
Holding period 7-10 Years
Suitability Accredited Investor



About This Offering

The seller has completed approximately $2.2 million of capital projects at the four properties since 2015, including updated landscaping, repairing, replacing and painting exterior siding as well as asphalt repairs. Additionally, significant improvements were made to amenities at each property, including clubhouse renovations, new business centers and new outdoor grill areas, resurfacing of the pools, pool deck repairs, fitness center upgrades and new dog parks. 

The Sponsor, Capital Square, has established a capital budget of approximately $8.1 million to fund additional improvements to the property exteriors, roofs, landscaping, asphalt, amenities and interiors to increase the portfolio’s income and value as well as to improve the physical condition and appearance of each property.

About Capital Square 1031

Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including Delaware statutory trusts and Qualified Opportunity Funds. Founded in 2012, the investor-centric company has quickly grown to have completed more than $1.85 billion in transaction volume, as of January 10, 2020.


* Occupancy as of December 20, 2019

Request Offering Documents Today

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.