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LibraryBR Diversified Industrial Portfolio 7 DST

Executive Summary

Processed

BR Diversified Industrial Portfolio 7 DST

Offering summary

BR Diversified Industrial Portfolio 7 DST is a $60,051,084 all-equity offering sponsored by BIGR Exchange 7 TRS, LLC. The portfolio comprises five industrial properties—Beachwood, Corporate, Quality, Saland, and Shields—located in Huntsville, AL with vintages ranging from 1996 to 2021. The properties were acquired for $48,433,606, reflecting a reported discount of more than $1,350,000 below appraised value. The program carries an acquisition and syndicated cap rate of 6.66%, with an all-equity structure of 0% LTV. Projected investor distributions begin at 4.97% in Year 1 and average 6.12% over the projected 10-year holding period. Total front-end fees and offering expenses total $5,674,827, and upfront reserves are capitalized at $1,750,000.

Capital raise

0.0% of the offering is closed

$60,051,084 still available

Closed$0 Reservations$0 Available$60,051,084
$0 of $60,051,084 placed
Total offering equity

$60,051,084

Closed equity

$0

0.0% of offering
Current reservations

$0

Pending subscription
Available equity

$60,051,084

Open for subscription

The sponsor is raising $60,051,084 in DST equity with no debt financing. Upfront syndication fees and offering costs account for $5,674,827 of the gross proceeds.

Offering terms

Sector

Industrial

Investment Category

DST

Projected First Year Cashflow

4.97%

Avg. 6.12% over term

Min. Cash Investment

Min. 1031 Investment

Total Offering Price

$60,051,084

Offering Debt

$0

All-equity offering

LTV

0%

On acquisition price

Units / Tenants

Huntsville, AL

Property Age

The portfolio consists of five industrial properties built in 2017 (Beachwood Property), 1996 (Corporate Property), 2007 with an office expansion in 2023 (Quality Property), 2021 (Saland Property), and 1997 (Shields Property).

The offering represents a 100% equity capitalization of $60,051,084 across five industrial properties in Huntsville, AL. The portfolio has an acquisition cost of $48,433,606 ($52,476,257 total acquisition cost) and includes $1,750,000 in funded reserves. Distribution projections start at 4.97% in Year 1 with a 10-year term average of 6.12%.

Strengths & considerations

Key strengths

  • All-Equity Structure

    0% LTV

    Zero debt financing eliminates mortgage default, interest rate volatility, and refinancing risks over the 10-year term.

  • Substantial Reserves

    $1,750,000

    Upfront funded reserves for master tenant and improvements represent 2.91% of total equity.

  • Institutional Sponsor Scale

    $20,000,000,000 AUM

    Bluerock brings over 100 years of combined team experience across more than $120 billion in total real estate volume.

Key considerations

  • Upfront Fee Load

    $5,674,827

    Total upfront fees, offering expenses, and commissions represent 9.45% of the property acquisition cost.

  • Lower Initial Yield

    4.97% Year 1

    Initial distributions start at 4.97% before stepping up toward the projected 10-year full-term average of 6.12%.

  • Vintage Dispersion

    1996 to 2021

    The portfolio includes older facilities (Corporate Property built in 1996; Shields Property built in 1997) that may require ongoing maintenance.

The offering features a zero-debt capital structure (0% LTV), eliminating interest rate and refinancing risks. Capitalization includes $1,750,000 in upfront reserves, representing 2.91% of equity. Additionally, the sponsor platform possesses over $20,000,000,000 in assets under management and extensive syndicated exchange experience.

Sources, uses & fee assessment

Capital Sources

$60.05MTotal offering
  • Offering Equity

    100.0% of offering

    $60.05M

Where the Capital Goes

$60.05MDeployed
  • Acquisition Cost

    87.4% of offering

    $52.48M
  • Offering Expenses

    9.4% of offering

    $5.67M
  • Reserves

    2.9% of offering

    $1.75M
  • Unallocated / other uses

    0.2% of offering

    $150K

Total Offering

$60.05M

All equity — no mortgage debt

Acquisition Cost

$52.48M

87.4% of offering to the property

Total Fees & Expenses

$5.67M

9.45% of offering

Reserves

$1.75M

2.9% of offering

Equity proceeds of $60,051,084 fund the $48,433,606 property acquisition, $5,674,827 in upfront fees and offering expenses, $1,046,823 in carrying costs, and $1,750,000 in reserves. There is no debt financing applied to the sources.

Risk read

Tone reflects relative strength, not a rating

Debt & Leverage

Conservative

0% LTV eliminates debt service pressure and interest rate refinancing exposure.

Syndication Load

Elevated

Front-end load equals 9.45% of acquisition cost, totaling $5,674,827 in fees and expenses.

Asset Quality & Age

Mixed

Portfolio blends modern 2017 and 2021 assets with properties constructed in 1996 and 1997.

Reserve Coverage

Adequate

$1,750,000 in upfront reserves provides a 2.91% equity cushion for improvements and tenant operations.

Key considerations include an upfront fee burden of $5,674,827 (9.45% of acquisition cost) and initial Year 1 cash flow starting at 4.97%. The portfolio also exhibits vintage dispersion, with older assets dating back to 1996 and 1997 alongside newer 2017 and 2021 construction.

Calculated underwriting metrics

Syndicated Cap Rate

6.66%

NOI ÷ offering price

Upfront Load

9.45%

Total fees ÷ offering price (all-equity offering)

Premium / Discount

Offering price vs. appraised value

Offering vs. Acquisition

124.0%

Offering price ÷ acquisition price

Price per Unit

Offering price ÷ — units

The total upfront fees and expenses of $5,674,827 equal 9.45% of the $60,051,084 offering price. The spread between the $48,433,606 purchase price and total equity raise is $11,617,478, which accounts for front-end fees, carrying costs, and $1,750,000 in funded reserves. The stated acquisition cap rate is 6.66% against a Year 1 projected distribution rate of 4.97%.

Sponsor

Sponsor

BIGR Exchange 7 TRS, LLC

BIGR Exchange 7 TRS, LLC (Bluerock Value Exchange) is an established institutional sponsor with $20,000,000,000 in assets under management. The firm possesses extensive experience in structuring Section 1031 DST programs and oversaw interests in 37 properties as of September 30, 2025.

National Sponsor$20B AUM1031 Specialist37 Portfolio Assets
Portfolio

• As of September 30, 2025, BIGR’s portfolio comprised controlling and non-controlling interests in 37 properties. • The BR Diversified Industrial Portfolio 7, DST Trust itself owns five industrial properties: Beachwood, Corporate, Quality, Saland, and Shields.

Properties owned or managed

AUM

$20,000,000,000

Across all programs

DST programs

Prior DST offerings

AUM in DSTs

DST-held assets

Team

NVR, Inc. employs over 6,600 people servicing 36 metropolitan areas across 16 states.

Disclosed headcount

Sector focus

Industrial

Stated strategy

The sponsor, BIGR Exchange 7 TRS, LLC (affiliated with Bluerock Value Exchange, LLC), manages over $20,000,000,000 in assets under management. The sponsor team brings over 100 years of investing experience with more than $120 billion in real estate and capital markets transaction volume. As of September 30, 2025, BIGR held controlling and non-controlling interests across 37 properties.