Capital Square CS1031 Texas Active Living Portfolio I DST

Investment Description

The CS1031 Texas Active Living Portfolio I, DST is a 76-unit, all-cash investment opportunity featuring two boutique, age-restricted (55+) build-for-rent cottage communities located in the high-growth markets of McKinney and Waco, Texas. Comprised of 44 units delivered in 2016 and 32 units built in 2018, these properties offer a zero-maintenance lifestyle through single-story layouts with private entrances, oversized garages, and premium interior finishes. Both locations achieved 100% occupancy as of March 1, 2026, supported by a combined waitlist of 30 prospective residents and strong historical retention rates of up to 86%.

Investment Highlights

• The portfolio consists of two active-adult, cottage-style communities: 2551 Alma Road in McKinney (delivered 2016) and 2412 Marketplace Drive in Waco (built 2018).

• The portfolio features 44 units in McKinney and 32 units in Waco, all consisting of single-story cottages with private entrances and open layouts designed for a low-maintenance lifestyle.

• Both properties provide residents with attached oversized garages and a community clubhouse, facilitating an active and secure living environment.

• As of March 1, 2026, both the McKinney and Waco locations have achieved 100% occupancy, demonstrating sustained high demand for this asset class.

• There is a combined waitlist of 30 prospective residents (18 in McKinney and 12 in Waco), with each individual supported by a $1,000 deposit.