Altnvest
LibraryInland Zero Coupon Utility DST
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Comparative Analysis

Processed

Inland Zero Coupon Utility DST

Measured against 56 extracted offerings on the identical field set, this deal sits 35 of 57 on the blended percentile score. It reads strongest on total upfront load and weakest on offering ltv and acquisition ltv, which is where the diligence time belongs.

56 comparable offerings · as of August 2026

48Composite

Standing

35 of 57

Blended percentile across 10 extracted metrics.

Pricing

84th pct

Leverage

8th pct

Cost

60th pct

Ongoing

0th pct

Structure

6th pct

Percentile profile

Pricing

Syndicated cap rateMin 4.02%Med 5.49%Max 9.74%5.79%62nd
Avg. distribution (term)Min 0.00%Med 5.05%Max 7.00%5.67%84th
Acquisition cap rateMin 4.00%Med 5.50%Max 7.53%7.25%94th
Year 1 distributionMin 0.00%Med 4.51%Max 6.75%5.30%95th

Leverage

Offering LTVMin 0.00%Med 46.09%Max 77.78%76.70%2nd
Acquisition LTVMin 0.00%Med 46.50%Max 84.00%76.70%5th
Interest rateMin 3.91%Med 5.11%Max 9.11%5.78%16th

Cost

ReservesMin 0.11%Med 5.54%Max 18.84%1.27%19th
Total upfront loadMin 2.22%Med 7.50%Max 12.05%1.96%100th

Ongoing

Structure

Equity share of capitalMin 6.09%Med 100.00%Max 100.00%23.30%6th

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

94th pct

7.25%median 5.50%

Min 4.00%Med 5.50%Max 7.53%

Year 1 distribution

95th pct

5.30%median 4.51%

Min 0.00%Med 4.51%Max 6.75%

Acquisition LTV

5th pct

76.70%median 46.50%

Min 0.00%Med 46.50%Max 84.00%

Interest rate

16th pct

5.78%median 5.11%

Min 3.91%Med 5.11%Max 9.11%

Total upfront load

100th pct

1.96%median 7.50%

Min 1.96%Med 7.50%Max 12.05%

Metric-by-metric comparison

MetricThis offeringCohort median25th–75thDifferencePercentile
Acquisition cap ratePricing7.25%5.50%5.00%6.00%+1.75%94th
Syndicated cap ratePricing5.79%5.49%4.84%5.83%+0.30%62nd
Year 1 distributionPricing5.30%4.51%4.40%5.00%+0.79%95th
Avg. distribution (term)Pricing5.67%5.05%4.75%5.31%+0.62%84th
Acquisition LTVLeverage76.70%46.50%18.89%49.80%+30.20%5th
Offering LTVLeverage76.70%46.09%2.67%49.53%+30.61%2nd
Interest rateLeverage5.78%5.11%5.00%5.35%+0.67%16th
Total upfront loadCost1.96%7.50%5.00%9.50%−5.54%100th
ReservesCost1.27%5.54%1.76%9.03%−4.27%19th
Equity share of capitalStructure23.30%100.00%52.93%100.00%−76.70%6th

Closest comparables

OfferingSponsorCap rateLTVDSCRLoadHoldMatch
MCG Gainesville FL BTR DSTMadison Capital Group1.74x10 yrs88%
BREX Briggs MF DSTBrookfield Real Estate Exchange LLC3.72%77%
MDRR XXV Tesla DST 1MDRR Sponsor TRS, LLC6.00%47.32%2.32x3.69%5 yrs75%
CF Biscayne Multifamily DSTCantor Fitzgerald Investors, LLC52.30%3.90%75%
BREX Net Lease Data Center I DSTBrookfield Real Estate Exchange LLC4.51%2 yrs74%
NexPoint Life Sciences III DSTNexPoint Real Estate Advisors IV, L.P.5.83%50.52%1.03x4.63%9 yrs73%
Net-Leased Portfolio 76 DSTExchangeRight Real Estate, LLC43.32%1.35x4.08%14.7 yrs72%
BR Amira DSTBluerock Value Exchange5.64%46.17%1.80x5.06%10 yrs70%

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.