Measured against 56 extracted offerings on the identical field set, this deal sits 47 of 57 on the blended percentile score. It reads strongest on hold period and weakest on loan term and total upfront load, which is where the diligence time belongs.
56 comparable offerings · as of August 2026
Standing
47 of 57
Blended percentile across 14 extracted metrics.
Pricing
68th pct
Leverage
16th pct
Cost
40th pct
Ongoing
0th pct
Structure
72nd 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
51st pct4.60%median 4.51%
Acquisition LTV
28th pct49.60%median 46.50%
DSCR
11th pct1.15xmedian 2.00x
Interest rate
9th pct5.95%median 5.11%
Total upfront load
6th pct11.03%median 5.97%
Metric-by-metric comparison
| Metric | This offering | Cohort median | 25th–75th | Difference | Percentile |
|---|---|---|---|---|---|
| Price per unitPricing | $144K | $293K | $184K – $434K | −$150K | 85th |
| Year 1 distributionPricing | 4.60% | 4.51% | 4.40% – 5.00% | +0.09% | 51st |
| Avg. distribution (term)Pricing | 5.30% | 5.05% | 4.75% – 5.32% | +0.25% | 69th |
| Acquisition LTVLeverage | 49.60% | 46.50% | 18.89% – 50.20% | +3.10% | 28th |
| Offering LTVLeverage | 49.60% | 46.09% | 2.67% – 49.73% | +3.51% | 26th |
| DSCRLeverage | 1.15x | 2.00x | 1.79x – 2.12x | −0.85x | 11th |
| Interest rateLeverage | 5.95% | 5.11% | 5.00% – 5.35% | +0.84% | 9th |
| Loan termLeverage | 2 yrs | 10 yrs | 9.5 yrs – 10.5 yrs | −8 yrs | 6th |
| Total upfront loadCost | 11.03% | 5.97% | 4.89% – 9.50% | +5.05% | 6th |
| Selling commissionCost | 6.00% | 6.00% | 5.00% – 6.00% | 0.00% | 63rd |
| Acquisition feeCost | 3.58% | 2.52% | 1.74% – 3.77% | +1.06% | 29th |
| ReservesCost | 6.70% | 5.53% | 1.67% – 9.03% | +1.17% | 62nd |
| Equity share of capitalStructure | 100.00% | 97.50% | 52.74% – 100.00% | +2.50% | 50th |
| Hold periodStructure | 2 yrs | 10 yrs | 9.5 yrs – 10.5 yrs | −8 yrs | 94th |
Closest comparables
| Offering | Sponsor | Cap rate | LTV | DSCR | Load | Hold | Match |
|---|---|---|---|---|---|---|---|
| Canyon State Minerals LLC | Montego Minerals | — | — | — | 9.50% | — | 92% |
| BR Diversified Industrial Portfolio 8 DST | BIGR Exchange 8 TRS, LLC | 6.32% | — | — | 9.45% | — | 90% |
| Moody Village Towers DST | Moody National Companies | 5.07% | 37.27% | — | 11.67% | — | 89% |
| Ideal Ecco Park DST | IDEAL Capital Group Holdings, LLC | — | — | 1.03x | 9.50% | 10 yrs | 88% |
| MCG Arden NC Multifamily DST | Madison Long Shoals Manager, LLC | — | — | 1.64x | 10.50% | — | 88% |
| JWCM Vivian DST | JWCM Exchange I, LLC | 4.70% | 57.90% | — | 12.05% | 10 yrs | 86% |
| Madison Waterstar Orlando DST | Madison Capital Group | 5.30% | 40.00% | — | 7.55% | — | 85% |
| MCG Gainesville FL BTR DST | Madison Capital Group | — | — | 1.74x | — | 10 yrs | 84% |
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.
