Altnvest
LibraryInland Mokena Senior Living DST
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Comparative Analysis

Processed

Inland Mokena Senior Living DST

Measured against 56 extracted offerings on the identical field set, this deal sits 42 of 57 on the blended percentile score. It reads strongest on loan term and weakest on hold period and price per unit, which is where the diligence time belongs.

56 comparable offerings · as of August 2026

45Composite

Standing

42 of 57

Blended percentile across 13 extracted metrics.

Pricing

24th pct

Leverage

97th pct

Cost

55th pct

Ongoing

47th pct

Structure

34th pct

Percentile profile

Pricing

Price per unitMin $24KMed $284KMax $3290K$557K15th
Avg. distribution (term)Min 0.00%Med 5.08%Max 7.00%4.65%18th
Year 1 distributionMin 0.00%Med 4.60%Max 6.75%4.50%40th

Leverage

Loan termMin 1 yrsMed 10 yrsMax 36 yrs31 yrs97th

Cost

Total upfront loadMin 1.96%Med 5.97%Max 12.05%8.40%38th
ReservesMin 0.11%Med 5.54%Max 18.84%5.51%47th
Acquisition feeMin 0.00%Med 2.65%Max 12.07%2.50%58th
Selling commissionMin 0.05%Med 6.00%Max 9.75%5.00%78th

Ongoing

Disposition feeMin 1.00%Med 2.95%Max 7.50%3.00%43rd
Property management feeMin 2.50%Med 4.25%Max 7.00%5.00%50th

Structure

Hold periodMin 1 yrsMed 10 yrsMax 36 yrs31 yrs3rd
Equity share of capitalMin 6.09%Med 97.50%Max 100.00%100.00%50th
Minimum cash investmentMin $50KMed $75KMax $100K$100K50th

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

Year 1 distribution

40th pct

4.50%median 4.60%

Min 0.00%Med 4.60%Max 6.75%

Total upfront load

38th pct

8.40%median 5.97%

Min 1.96%Med 5.97%Max 12.05%

Metric-by-metric comparison

MetricThis offeringCohort median25th–75thDifferencePercentile
Price per unitPricing$557K$284K$180K$418K+$273K15th
Year 1 distributionPricing4.50%4.60%4.40%5.00%−0.10%40th
Avg. distribution (term)Pricing4.65%5.08%4.77%5.32%−0.43%18th
Loan termLeverage31 yrs10 yrs8.5 yrs10 yrs+21 yrs97th
Total upfront loadCost8.40%5.97%4.89%9.50%+2.43%38th
Selling commissionCost5.00%6.00%5.00%6.00%−1.00%78th
Acquisition feeCost2.50%2.65%1.74%3.77%−0.15%58th
ReservesCost5.51%5.54%1.67%9.03%−0.04%47th
Property management feeOngoing5.00%4.25%3.00%5.00%+0.75%50th
Disposition feeOngoing3.00%2.95%2.00%3.50%+0.05%43rd
Equity share of capitalStructure100.00%97.50%52.74%100.00%+2.50%50th
Hold periodStructure31 yrs10 yrs8.5 yrs10 yrs+21 yrs3rd
Minimum cash investmentStructure$100K$75K$63K$88K+$25K50th

Closest comparables

OfferingSponsorCap rateLTVDSCRLoadHoldMatch
BR Diversified Industrial Portfolio 8 DSTBIGR Exchange 8 TRS, LLC6.32%9.45%93%
Inland Self Storage Portfolio XXII DSTInland Private Capital Corporation0.00%8.40%93%
Madison Waterstar Orlando DSTMadison Capital Group5.30%40.00%7.55%92%
Passco Riverside DSTPASSCO4.75%2.16x7.65%92%
Canyon State Minerals LLCMontego Minerals9.50%91%
Blue Door Property II DSTUnknown sponsor6.11%0.00%10.50%89%
MCG Arden NC Multifamily DSTMadison Long Shoals Manager, LLC1.64x10.50%89%
AEI Healthcare Property VII DSTAEI Capital Corporation7.00%7.62%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.