Capital Square Richmond Senior Living DST
Investment Details
Investment Sponsor: Capital Square
Location: Virginia
Current Yield: 4.50%
721 Exchange: Optional
Property Type: Senior Living
In-Place Loan: 53.99% LTV
Distribution Frequency: Monthly
Estimated Hold Period: 7-10 Years
Investment Description
Everleigh Short Pump includes 165 units composed of one-, two- and three-bedroom units with nine foot ceilings and kitchen islands.
Investment Highlights
Everleigh Short Pump is a Class A, active adult 55+ age-restricted community composed of one-, two-, and three-bedroom units with nine-foot ceilings and kitchen islands, located within the greater Richmond MSA.
The property is currently 95.7% occupied and has averaged approximately 96.3% occupancy over the previous two years.
The management team reports an extremely high 83% retention rate. Many residents who moved in when the project opened are still in occupancy.
Active adult communities are known to benefit from a stable resident base, providing more dependable rental income.
Capital Square: $6.2 billion+ assets under management, 120+ team members, 135+ sponsored investment offerings.
Investment Documents
Investment Sponsor
Capital Square offers tax-deferred 1031 Exchange opportunities through carefully structured real estate investments. With a focus on diverse asset classes like multifamily, office, and industrial properties, Capital Square provides access to income-generating properties designed for long-term performance. Capital Square is a national real estate firm with over $7.8 billion in transaction volume since 2012. Investors benefit from a comprehensive, vertically integrated platform covering acquisition, property management, and asset disposition.
Sponsor Historical Performance
34 Realized 1031 DST Investments
1.63x Equity Multiple
9.05% Average Annual Return
5.8 Year Average Holding Period
94.1% Investment Success Rate
