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LibraryAX Diversified Retail Portfolio DST
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Comparative Analysis

Processed

AX Diversified Retail Portfolio DST

Measured against 56 extracted offerings on the identical field set, this deal sits 41 of 57 on the blended percentile score. It reads strongest on offering ltv and weakest on reserves and avg. distribution (term), which is where the diligence time belongs.

56 comparable offerings · as of August 2026

46Composite

Standing

41 of 57

Blended percentile across 7 extracted metrics.

Pricing

48th pct

Leverage

77th pct

Cost

26th pct

Ongoing

0th pct

Structure

50th pct

Percentile profile

Pricing

Avg. distribution (term)Min 0.00%Med 5.08%Max 7.00%4.70%20th
Year 1 distributionMin 0.00%Med 4.51%Max 6.75%4.60%51st
Acquisition cap rateMin 4.00%Med 5.50%Max 7.53%6.00%73rd

Leverage

Offering LTVMin 0.00%Med 46.17%Max 77.78%0.28%77th

Cost

ReservesMin 0.11%Med 5.54%Max 18.84%0.31%2nd
Total upfront loadMin 1.96%Med 5.97%Max 12.05%7.50%49th

Ongoing

Structure

Equity share of capitalMin 6.09%Med 97.50%Max 100.00%100.00%50th

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

73rd pct

6.00%median 5.50%

Min 4.00%Med 5.50%Max 7.53%

Year 1 distribution

51st pct

4.60%median 4.51%

Min 0.00%Med 4.51%Max 6.75%

Total upfront load

49th pct

7.50%median 5.97%

Min 1.96%Med 5.97%Max 12.05%

Metric-by-metric comparison

MetricThis offeringCohort median25th–75thDifferencePercentile
Acquisition cap ratePricing6.00%5.50%5.00%6.00%+0.50%73rd
Year 1 distributionPricing4.60%4.51%4.40%5.00%+0.09%51st
Avg. distribution (term)Pricing4.70%5.08%4.77%5.32%−0.38%20th
Offering LTVLeverage0.28%46.17%21.16%49.80%−45.89%77th
Total upfront loadCost7.50%5.97%4.89%9.50%+1.53%49th
ReservesCost0.31%5.54%1.76%9.03%−5.23%2nd
Equity share of capitalStructure100.00%97.50%52.74%100.00%+2.50%50th

Closest comparables

OfferingSponsorCap rateLTVDSCRLoadHoldMatch
MCG Gainesville FL BTR DSTMadison Capital Group1.74x10 yrs98%
NREX II DSTNuveen Real Estate Exchange LLC0.00%20 yrs94%
MDI Overland Park Net Lease DSTMDI Sponsor, LLC9.00%2.0 yrs92%
Sealy Industrial DSTSealy9.50%11 yrs91%
Essential Income 12 DSTExchangeRight Real Estate, LLC3.02x5.97%90%
Madison Waterstar Orlando DSTMadison Capital Group5.30%40.00%7.55%90%
Inland Self Storage Portfolio XXII DSTInland Private Capital Corporation0.00%8.40%89%
BR Diversified Industrial Portfolio 8 DSTBIGR Exchange 8 TRS, LLC6.32%9.45%88%

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.