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LibraryJWCM Vivian DST
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Comparative Analysis

Processed

JWCM Vivian DST

Measured against 56 extracted offerings on the identical field set, this deal sits 55 of 57 on the blended percentile score. It reads strongest on price per unit and weakest on total upfront load and acquisition cap rate, which is where the diligence time belongs.

56 comparable offerings · as of August 2026

34Composite

Standing

55 of 57

Blended percentile across 12 extracted metrics.

Pricing

56th pct

Leverage

21st pct

Cost

11th pct

Ongoing

0th pct

Structure

61st pct

Percentile profile

Pricing

Acquisition cap rateMin 4.00%Med 5.50%Max 7.53%4.70%6th
Avg. distribution (term)Min 0.00%Med 5.05%Max 7.00%5.31%73rd
Price per unitMin $24KMed $293KMax $3290K$142K88th

Leverage

Acquisition LTVMin 0.00%Med 46.50%Max 84.00%57.90%8th
Offering LTVMin 0.00%Med 46.09%Max 77.78%50.55%14th
Loan termMin 1 yrsMed 10 yrsMax 36 yrs10 yrs29th
Interest rateMin 3.91%Med 5.11%Max 9.11%5.30%31st

Cost

Total upfront loadMin 1.96%Med 5.97%Max 11.93%12.05%0th
Acquisition feeMin 0.00%Med 2.52%Max 12.07%4.85%6th
ReservesMin 0.11%Med 5.54%Max 18.84%1.85%28th

Ongoing

Structure

Equity share of capitalMin 6.09%Med 97.50%Max 100.00%100.00%50th
Hold periodMin 1 yrsMed 10 yrsMax 36 yrs10 yrs71st

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

6th pct

4.70%median 5.50%

Min 4.00%Med 5.50%Max 7.53%

Acquisition LTV

8th pct

57.90%median 46.50%

Min 0.00%Med 46.50%Max 84.00%

Interest rate

31st pct

5.30%median 5.11%

Min 3.91%Med 5.11%Max 9.11%

Total upfront load

0th pct

12.05%median 5.97%

Min 1.96%Med 5.97%Max 12.05%

Metric-by-metric comparison

MetricThis offeringCohort median25th–75thDifferencePercentile
Acquisition cap ratePricing4.70%5.50%5.07%6.00%−0.80%6th
Price per unitPricing$142K$293K$184K$434K−$151K88th
Avg. distribution (term)Pricing5.31%5.05%4.75%5.32%+0.26%73rd
Acquisition LTVLeverage57.90%46.50%18.89%49.80%+11.40%8th
Offering LTVLeverage50.55%46.09%2.67%49.53%+4.46%14th
Interest rateLeverage5.30%5.11%5.00%5.48%+0.19%31st
Loan termLeverage10 yrs10 yrs8.5 yrs10.5 yrs0 yrs29th
Total upfront loadCost12.05%5.97%4.89%9.50%+6.07%0th
Acquisition feeCost4.85%2.52%1.74%3.58%+2.34%6th
ReservesCost1.85%5.54%1.67%9.03%−3.70%28th
Equity share of capitalStructure100.00%97.50%52.74%100.00%+2.50%50th
Hold periodStructure10 yrs10 yrs8.5 yrs10.5 yrs0 yrs71st

Closest comparables

OfferingSponsorCap rateLTVDSCRLoadHoldMatch
MCG Gainesville FL BTR DSTMadison Capital Group1.74x10 yrs95%
MCG Arden NC Multifamily DSTMadison Long Shoals Manager, LLC1.64x10.50%92%
Velocis Maple Grove BTR DSTVelocis Exchange, LLC47.21%3.38x11.93%10 yrs91%
Ideal Ecco Park DSTIDEAL Capital Group Holdings, LLC1.03x9.50%10 yrs86%
LSC Fort Washington MD DSTLivingston Street Capital, LLC49.60%1.15x11.03%2 yrs86%
Cottonwood Riverfront DSTCC Exchange TRS, Inc.39.26%2.00x8.70%7 yrs85%
Canyon State Minerals LLCMontego Minerals9.50%85%
The Heron DSTCEDARst5.50%9.75%8 yrs83%

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.