Measured against 56 extracted offerings on the identical field set, this deal sits 14 of 57 on the blended percentile score. It reads strongest on reserves and weakest on equity share of capital and loan term, which is where the diligence time belongs.
56 comparable offerings · as of August 2026
Standing
14 of 57
Blended percentile across 14 extracted metrics.
Pricing
57th pct
Leverage
47th pct
Cost
87th pct
Ongoing
57th pct
Structure
46th 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
Acquisition cap rate
33rd pct5.28%median 5.50%
Year 1 distribution
49th pct4.51%median 4.60%
Acquisition LTV
33rd pct48.60%median 46.50%
DSCR
57th pct2.01xmedian 1.99x
Interest rate
84th pct4.86%median 5.13%
Total upfront load
77th pct4.80%median 7.50%
Metric-by-metric comparison
| Metric | This offering | Cohort median | 25th–75th | Difference | Percentile |
|---|---|---|---|---|---|
| Acquisition cap ratePricing | 5.28% | 5.50% | 5.00% – 6.00% | −0.22% | 33rd |
| Price per unitPricing | $254K | $293K | $180K – $434K | −$39K | 58th |
| Year 1 distributionPricing | 4.51% | 4.60% | 4.40% – 5.00% | −0.09% | 49th |
| Avg. distribution (term)Pricing | 5.99% | 5.05% | 4.75% – 5.31% | +0.94% | 89th |
| Acquisition LTVLeverage | 48.60% | 46.50% | 18.89% – 50.20% | +2.10% | 33rd |
| Offering LTVLeverage | 48.60% | 46.09% | 2.67% – 49.80% | +2.51% | 30th |
| DSCRLeverage | 2.01x | 1.99x | 1.73x – 2.12x | +0.02x | 57th |
| Interest rateLeverage | 4.86% | 5.13% | 5.01% – 5.48% | −0.26% | 84th |
| Loan termLeverage | 10 yrs | 10 yrs | 8.5 yrs – 10.5 yrs | 0 yrs | 29th |
| Total upfront loadCost | 4.80% | 7.50% | 5.00% – 9.50% | −2.70% | 77th |
| ReservesCost | 17.06% | 5.53% | 1.67% – 8.66% | +11.53% | 96th |
| Asset management feeOngoing | 0.30% | 0.35% | 0.16% – 0.47% | −0.05% | 57th |
| Equity share of capitalStructure | 51.36% | 100.00% | 52.93% – 100.00% | −48.64% | 20th |
| Hold periodStructure | 10 yrs | 10 yrs | 8.5 yrs – 10.5 yrs | 0 yrs | 71st |
Closest comparables
| Offering | Sponsor | Cap rate | LTV | DSCR | Load | Hold | Match |
|---|---|---|---|---|---|---|---|
| HPI Deer Creek DST | Hamilton Point Investments LLC | 6.00% | 47.50% | 2.02x | 5.14% | 10 yrs | 93% |
| CS1031 Colony at Centerpointe Apartments DST | Capital Square | 5.28% | 54.30% | 1.89x | 4.89% | — | 92% |
| NexPoint Small Bay III DST | NexPoint Real Estate Advisors IV, L.P. | 5.50% | 44.90% | — | 5.15% | — | 91% |
| BR Parkview Multifamily DST | BVEX | 5.81% | 49.45% | 1.91x | 4.78% | 10 yrs | 90% |
| MCG Gainesville FL BTR DST | Madison Capital Group | — | — | 1.74x | — | 10 yrs | 90% |
| Passco Preston Ridge DST | PASSCO | 5.00% | 46.93% | 2.06x | 4.06% | — | 89% |
| Net-Leased Portfolio 76 DST | ExchangeRight Real Estate, LLC | — | 43.32% | 1.35x | 4.08% | 14.7 yrs | 87% |
| FREX DB SERIES I DST | Fortress Real Estate Exchange LLC | — | 47.10% | — | 5.55% | 11 yrs | 86% |
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.
