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Library307 Stockton Fee DST
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Comparative Analysis

Processed

307 Stockton Fee DST

Measured against 56 extracted offerings on the identical field set, this deal sits 50 of 57 on the blended percentile score. It reads strongest on interest rate and weakest on loan term and acquisition cap rate, which is where the diligence time belongs.

56 comparable offerings · as of August 2026

40Composite

Standing

50 of 57

Blended percentile across 16 extracted metrics.

Pricing

19th pct

Leverage

44th pct

Cost

49th pct

Ongoing

30th pct

Structure

58th pct

Percentile profile

Pricing

Acquisition cap rateMin 4.00%Med 5.50%Max 7.53%4.61%3rd
Year 1 distributionMin 0.00%Med 4.60%Max 6.75%4.25%7th
Avg. distribution (term)Min 0.00%Med 5.08%Max 7.00%4.13%7th
Price per unitMin $24KMed $293KMax $3290K$253K60th

Leverage

Loan termMin 2.0 yrsMed 10 yrsMax 36 yrs1 yrs0th
Offering LTVMin 0.00%Med 46.09%Max 77.78%50.00%23rd
Acquisition LTVMin 0.00%Med 46.50%Max 84.00%50.00%26th
DSCRMin 1.00xMed 1.99xMax 3.38x2.10x71st
Interest rateMin 4.20%Med 5.13%Max 9.11%3.91%100th

Cost

Acquisition feeMin 0.00%Med 2.52%Max 12.07%5.11%3rd
ReservesMin 0.11%Med 5.53%Max 18.84%6.05%55th
Selling commissionMin 0.05%Med 6.00%Max 9.75%6.00%63rd
Total upfront loadMin 1.96%Med 7.50%Max 12.05%5.00%74th

Ongoing

Disposition feeMin 1.00%Med 2.95%Max 7.50%3.50%30th

Structure

Equity share of capitalMin 6.09%Med 100.00%Max 100.00%50.00%15th
Hold periodMin 2.0 yrsMed 10 yrsMax 36 yrs1 yrs100th

Bar spans the cohort minimum (Min) to maximum (Max), labelled beneath with the cohort median (Med). Shaded band is the 25th–75th percentile, the tick is the median, and the dot is this offering.

Where the headline metrics fall in the cohort

Acquisition cap rate

3rd pct

4.61%median 5.50%

Min 4.00%Med 5.50%Max 7.53%

Year 1 distribution

7th pct

4.25%median 4.60%

Min 0.00%Med 4.60%Max 6.75%

Acquisition LTV

26th pct

50.00%median 46.50%

Min 0.00%Med 46.50%Max 84.00%

DSCR

71st pct

2.10xmedian 1.99x

Min 1.00xMed 1.99xMax 3.38x

Interest rate

100th pct

3.91%median 5.13%

Min 3.91%Med 5.13%Max 9.11%

Total upfront load

74th pct

5.00%median 7.50%

Min 1.96%Med 7.50%Max 12.05%

Metric-by-metric comparison

MetricThis offeringCohort median25th–75thDifferencePercentile
Acquisition cap ratePricing4.61%5.50%5.07%6.00%−0.89%3rd
Price per unitPricing$253K$293K$180K$434K−$41K60th
Year 1 distributionPricing4.25%4.60%4.40%5.00%−0.35%7th
Avg. distribution (term)Pricing4.13%5.08%4.77%5.32%−0.95%7th
Acquisition LTVLeverage50.00%46.50%18.89%50.00%+3.50%26th
Offering LTVLeverage50.00%46.09%2.67%49.53%+3.91%23rd
DSCRLeverage2.10x1.99x1.73x2.12x+0.11x71st
Interest rateLeverage3.91%5.13%5.01%5.48%−1.21%100th
Loan termLeverage1 yrs10 yrs9.5 yrs10.5 yrs−9 yrs0th
Total upfront loadCost5.00%7.50%4.89%9.50%−2.50%74th
Selling commissionCost6.00%6.00%5.00%6.00%0.00%63rd
Acquisition feeCost5.11%2.52%1.74%3.58%+2.59%3rd
ReservesCost6.05%5.53%1.67%9.03%+0.52%55th
Disposition feeOngoing3.50%2.95%2.00%3.50%+0.55%30th
Equity share of capitalStructure50.00%100.00%52.93%100.00%−50.00%15th
Hold periodStructure1 yrs10 yrs9.5 yrs10.5 yrs−9 yrs100th

Closest comparables

OfferingSponsorCap rateLTVDSCRLoadHoldMatch
NexPoint Oasis DSTNexPoint Real Estate Advisors IV, L.P.4.84%53.05%1.81x4.39%10 yrs87%
Passco Preston Ridge DSTPASSCO5.00%46.93%2.06x4.06%87%
CF Biscayne Multifamily DSTCantor Fitzgerald Investors, LLC52.30%3.90%87%
BR Amira DSTBluerock Value Exchange5.64%46.17%1.80x5.06%10 yrs86%
NewStar 17 Sweetwater Springs DSTNewstar Exchange4.76%45.00%2.53x5.67%10 yrs85%
CS1031 Parkland Apartments DSTCapital Square5.36%40.99%1.90x5.90%10 yrs84%
BR Parkview Multifamily DSTBVEX5.81%49.45%1.91x4.78%10 yrs84%
BREX Briggs MF DSTBrookfield Real Estate Exchange LLC3.72%84%

Match score is a normalised distance across the full extracted metric set — asset type, pricing, leverage, cost and structure all weighted equally.

Figures on this page are generated from automated extraction of offering documents and may contain errors or omissions. Verify every metric against the sponsor's offering materials before relying on it for an investment decision.