Delaware statutory trust

Kay Properties & Investments Recognizes Matt McFarland, Senior Vice President for Raising $550 Million in Equity from Accredited Delaware Statutory Trust Real Estate Investors

Retrieved on: 
Tuesday, March 5, 2024

TORRANCE, Calif., March 5, 2024 /PRNewswire/ -- Kay Properties and Investments, which operates one of the nation's largest 1031 exchange property and real estate investment marketplaces, announced Matt McFarland, Senior Vice President has successfully raised more than $550 million in equity from accredited investors who invested in Delaware Statutory Trust real estate offerings and real estate funds.

Key Points: 
  • TORRANCE, Calif., March 5, 2024 /PRNewswire/ -- Kay Properties and Investments, which operates one of the nation's largest 1031 exchange property and real estate investment marketplaces, announced Matt McFarland, Senior Vice President has successfully raised more than $550 million in equity from accredited investors who invested in Delaware Statutory Trust real estate offerings and real estate funds.
  • Kay Properties currently has 2,271 investors who have invested in nearly 10,000 DST investment assets nationwide.
  • Joining Kay Properties early in the firm's history, McFarland started as an associate before being promoted Vice President and eventually Senior Vice President.
  • In addition to personally raising $550 million in equity from investors, he has also participated in more than 2,000 transactions that represent more than $15 billion worth of real estate.

Bluerock Value Exchange Launches $41 Million Diversified Industrial Portfolio III DST

Retrieved on: 
Monday, February 26, 2024

NEW YORK, Feb. 26, 2024 /PRNewswire/ -- Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust investment programs, announced the launch of its newest 1031 exchange/DST offering known as BR Diversified Industrial Portfolio III, DST (DIP III).

Key Points: 
  • NEW YORK, Feb. 26, 2024 /PRNewswire/ -- Bluerock Value Exchange (BVEX), a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust investment programs, announced the launch of its newest 1031 exchange/DST offering known as BR Diversified Industrial Portfolio III, DST (DIP III).
  • DIP III represents BVEX's 36th individual DST program and is seeking to raise approximately $41 million from accredited investors.
  • BVEX believes DIP III represents an attractive investment opportunity in an already assembled diverse portfolio of industrial properties located in desirable high-growth sunbelt market locations.
  • "Bluerock has over $172 billion of direct and indirect investment experience in the industrial sector.

AcreTrader Broadens Farmland Investment Options with Broker-Dealer Registration

Retrieved on: 
Wednesday, November 8, 2023

Fayetteville, Ark., Nov. 08, 2023 (GLOBE NEWSWIRE) -- AcreTrader, the platform providing investors access to the farmland asset class and providing farmers a platform to grow their businesses, responds to the growing demand for alternatives by introducing new vehicles for farmland investment.

Key Points: 
  • Fayetteville, Ark., Nov. 08, 2023 (GLOBE NEWSWIRE) -- AcreTrader, the platform providing investors access to the farmland asset class and providing farmers a platform to grow their businesses, responds to the growing demand for alternatives by introducing new vehicles for farmland investment.
  • While AcreTrader has historically forged relationships with well-known farmers and industry managers, its subsidiary AcreTrader Financial, LLC (AcreTrader Financial) recently registered as a Broker-Dealer in early 2023, has significantly broadened its scope of services.
  • This expansion allows AcreTrader Financial to partner with prominent ag-focused entities such as FBN Finance , Peoples Company , and Strongwater Viticultural Investments , offering investors distinctive opportunities and access.
  • AcreTrader Financial listed two farm option offerings, which both rapidly achieved full funding on the platform.

1031 Crowdfunding announces the launch of Bridge Fund II

Retrieved on: 
Thursday, October 26, 2023

1031 Crowdfunding (1031 CF), a real estate investing platform, announces the closing of its 1031 CF Bridge Fund, LLC.

Key Points: 
  • 1031 Crowdfunding (1031 CF), a real estate investing platform, announces the closing of its 1031 CF Bridge Fund, LLC.
  • and the launch of 1031 CF Bridge Fund II, LLC.
  • 1031 CF Bridge Fund II provides short-term financing for real estate programs controlled by the Fund’s Manager.
  • "We are excited to announce the launch of 1031 CF Bridge Fund II," said Edward Fernandez, President and CEO of 1031 Crowdfunding.

White River Announces R.P. Bonham to Lead Due Diligence for White River Private Capital

Retrieved on: 
Monday, October 23, 2023

White River Private Capital Management LLC (“WRPCM”), a wholly owned subsidiary of White River Energy Corp (OTCQB: WTRV) (“White River Energy”), a vertically integrated oil and gas exploration company, announced today that it has appointed R.P.

Key Points: 
  • White River Private Capital Management LLC (“WRPCM”), a wholly owned subsidiary of White River Energy Corp (OTCQB: WTRV) (“White River Energy”), a vertically integrated oil and gas exploration company, announced today that it has appointed R.P.
  • Bonham as Senior Vice President – Director of Due Diligence.
  • Mr. Bonham is a seasoned professional who brings with him extensive investment product due diligence experience, including more than 25 years in the financial services and alternative investment industries.
  • In this position, Mr. Bonham will be responsible for evaluating WRPCM’s investment opportunities and supporting the company’s business development efforts.

Realized® Partners with Founders Financial to Leverage Commercial Real Estate Investment to Transform Retirement

Retrieved on: 
Tuesday, September 19, 2023

Realized®, a leading provider of Investment Property Wealth Management®, announced a strategic partnership today with Founders Financial, a privately-owned RIA and independent broker-dealer built by and for independent financial advisors.

Key Points: 
  • Realized®, a leading provider of Investment Property Wealth Management®, announced a strategic partnership today with Founders Financial, a privately-owned RIA and independent broker-dealer built by and for independent financial advisors.
  • This new collaborative relationship will empower Founders’ Member Partners to leverage the Realized wealthtech platform to bring tax-deferred, diversified, passive portfolios of professionally managed commercial real estate to their clients.
  • “As a relationship-driven organization, we seek partners that align with our cultural values and enhance our ability to positively impact our community and the relationships they serve,” said Brad Shepherd, Chief Executive Officer of Founders Financial.
  • With Realized, Founders seeks to empower Member Partners by helping them diversify their portfolios with commercial real estate investments.

1031 Crowdfunding Announces Executive Hire to Drive Additional Growth Nationwide

Retrieved on: 
Tuesday, September 12, 2023

1031 Crowdfunding (1031 CF), a real estate investing platform, today announces the appointment of Tamara Darling as its new Director of National Accounts.

Key Points: 
  • 1031 Crowdfunding (1031 CF), a real estate investing platform, today announces the appointment of Tamara Darling as its new Director of National Accounts.
  • View the full release here: https://www.businesswire.com/news/home/20230912044194/en/
    Tamara Darling, Director of National Accounts (Photo: Business Wire)
    “We’re thrilled to welcome Tamara to the 1031 Crowdfunding family as we continue to grow and scale our business to reach a greater base of investors nationwide,” said Edward Fernandez, President and CEO of 1031 Crowdfunding.
  • During Darling’s tenure at Capital Square, she and her team drove $100 million in 2014 growth and raised a staggering $1 billion in equity in 2022.
  • Darling’s experience has helped her gain extensive knowledge of Section 1031 offerings for a broad range of real estate asset classes.

DST Farmland Sponsors the Launch of a Farmland Delaware Statutory Trust Investment Opportunity Through Broker Dealer, AcreTrader

Retrieved on: 
Monday, August 28, 2023

CLIVE, Iowa, Aug. 28, 2023 /PRNewswire/ -- DST Farmland has formally launched Central Washington Farms DST through the AcreTrader platform. DST Farmland enables Section 1031 exchange investors to engage in farmland investment opportunities that have the potential to deliver above market returns and long-term capital appreciation, while simultaneously mitigating investment risk and implementing sustainable land management and farming practices. Before DST Farmlands' launch, the $9 billion Section 1031 exchange market entirely lacked farmland investment opportunities.

Key Points: 
  • Before DST Farmlands' launch, the $9 billion Section 1031 exchange market entirely lacked farmland investment opportunities.
  • DST Farmland has formally launched Central Washington Farms DST through the AcreTrader platform.
  • "In examining the Delaware Statutory Trust marketplace, DST Farmland saw a gaping hole in the lack of farmland assets for investors to consider.
  • The Central Washington Farms DST is available for investment through DST Farmland's broker dealer, AcreTrader Financial, LLC.

Trilogy Real Estate Group Hires Travis Hamlin as Senior Regional Vice President

Retrieved on: 
Thursday, June 29, 2023

CHICAGO, June 29, 2023 /PRNewswire/ -- Trilogy Real Estate Group , a Chicago-based real estate investment and property management firm, announced today that Travis Hamlin has joined the company as a senior regional vice president.

Key Points: 
  • CHICAGO, June 29, 2023 /PRNewswire/ -- Trilogy Real Estate Group , a Chicago-based real estate investment and property management firm, announced today that Travis Hamlin has joined the company as a senior regional vice president.
  • "As Trilogy expands its suite of investment offerings, we are confident that Travis's experience and success across an array of alternative investment products will allow him to hit the ground running," said Matt Leiter, chief financial officer for Trilogy Real Estate Group.
  • Trilogy Real Estate Group acquires, develops and manages properties across the Midwest and the Southeast, and has sponsored more than 14 investment offerings, including DSTs and qualified opportunity zone funds.
  • Since 2002, the principals of Trilogy have successfully invested in real estate assets valued in excess of $4.5 billion.

NAS Investment Solutions Consistently Delivers Projected Returns Despite Chaotic Economic Climate

Retrieved on: 
Tuesday, June 27, 2023

LOS ANGELES, June 27, 2023 /PRNewswire/ -- NAS Investment Solutions ( NASIS ), a national sponsor known for high quality passive real estate investments with reliable yield performance continues to deliver projected returns for all properties in their national portfolio each month, despite the extreme chaos and uncertainty that permeates today's economic climate.

Key Points: 
  • LOS ANGELES, June 27, 2023 /PRNewswire/ -- NAS Investment Solutions ( NASIS ), a national sponsor known for high quality passive real estate investments with reliable yield performance continues to deliver projected returns for all properties in their national portfolio each month, despite the extreme chaos and uncertainty that permeates today's economic climate.
  • "We invest right alongside our clients and stand shoulder to shoulder with them throughout the entire investment hold period," commented Karen E. Kennedy, President and Founder of NAS Investment Solutions and National Asset Services.
  • NAS Investment Solutions is currently offering fractional ownership interests in Willowpark Apartments to accredited investors as a Delaware Statutory Trust (DST) structured property investment.
  • "We have projected a long-term positive outlook for multifamily investment in Oklahoma and surrounding markets," commented Karen E. Kennedy, President and Founder of NAS Investment Solutions and National Asset Services .