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
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
Leverage
Cost
Ongoing
Structure
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 pct4.50%median 4.60%
Total upfront load
38th pct8.40%median 5.97%
Metric-by-metric comparison
| Metric | This offering | Cohort median | 25th–75th | Difference | Percentile |
|---|---|---|---|---|---|
| Price per unitPricing | $557K | $284K | $180K – $418K | +$273K | 15th |
| Year 1 distributionPricing | 4.50% | 4.60% | 4.40% – 5.00% | −0.10% | 40th |
| Avg. distribution (term)Pricing | 4.65% | 5.08% | 4.77% – 5.32% | −0.43% | 18th |
| Loan termLeverage | 31 yrs | 10 yrs | 8.5 yrs – 10 yrs | +21 yrs | 97th |
| Total upfront loadCost | 8.40% | 5.97% | 4.89% – 9.50% | +2.43% | 38th |
| Selling commissionCost | 5.00% | 6.00% | 5.00% – 6.00% | −1.00% | 78th |
| Acquisition feeCost | 2.50% | 2.65% | 1.74% – 3.77% | −0.15% | 58th |
| ReservesCost | 5.51% | 5.54% | 1.67% – 9.03% | −0.04% | 47th |
| Property management feeOngoing | 5.00% | 4.25% | 3.00% – 5.00% | +0.75% | 50th |
| Disposition feeOngoing | 3.00% | 2.95% | 2.00% – 3.50% | +0.05% | 43rd |
| Equity share of capitalStructure | 100.00% | 97.50% | 52.74% – 100.00% | +2.50% | 50th |
| Hold periodStructure | 31 yrs | 10 yrs | 8.5 yrs – 10 yrs | +21 yrs | 3rd |
| Minimum cash investmentStructure | $100K | $75K | $63K – $88K | +$25K | 50th |
Closest comparables
| Offering | Sponsor | Cap rate | LTV | DSCR | Load | Hold | Match |
|---|---|---|---|---|---|---|---|
| BR Diversified Industrial Portfolio 8 DST | BIGR Exchange 8 TRS, LLC | 6.32% | — | — | 9.45% | — | 93% |
| Inland Self Storage Portfolio XXII DST | Inland Private Capital Corporation | — | 0.00% | — | 8.40% | — | 93% |
| Madison Waterstar Orlando DST | Madison Capital Group | 5.30% | 40.00% | — | 7.55% | — | 92% |
| Passco Riverside DST | PASSCO | 4.75% | — | 2.16x | 7.65% | — | 92% |
| Canyon State Minerals LLC | Montego Minerals | — | — | — | 9.50% | — | 91% |
| Blue Door Property II DST | Unknown sponsor | 6.11% | 0.00% | — | 10.50% | — | 89% |
| MCG Arden NC Multifamily DST | Madison Long Shoals Manager, LLC | — | — | 1.64x | 10.50% | — | 89% |
| AEI Healthcare Property VII DST | AEI Capital Corporation | 7.00% | — | — | 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.
