NexPoint

 

Sponsor Overview

NexPoint is a leading alternative investment platform, delivering a diverse range of innovative financial solutions. With a robust foundation in real estate, healthcare, and alternative investment sectors, NexPoint specializes in creating tailored investment opportunities designed to meet evolving market demands. Known for their strategic vision and dedication to excellence, NexPoint offers expertly managed Delaware Statutory Trusts (DSTs) and other products to help investors achieve long-term financial goals.

 

Sponsor Investment Performance

1.65x Average Multiple on Investment Capital (MOIC)

16.83% Average Annual Return

4.3 Year Average Holding Period

 

Sponsor Complete Performance Track Record

Offering Sponsor Hold Period Annual Return Equity Multiple
NREA Adair DST NREA 3.5 yrs¹ 17.1% 1.70x
NREA Estates DST NREA 3.8 yrs 28.8% 2.00x
NREA Meritage DST NREA 5.7 yrs 4.6% 1.24x
Portfolio Average (3 fully realized offerings) 4.3 yrs 16.83% 1.65x

¹ The source document lists the NREA Adair DST acquisition date as October 2022 and sale date as April 2022. The 3.5-year hold period is an estimate based on the stated returns assuming an intended acquisition date of October 2018.
² Annualized Rate of Return is calculated based on equity-weighted investment date across all investors, cash flow from property operations, and proceeds from the sale.

The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security.

Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. There are often differences between the performance results and investor outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.

Jerry Baker

Gerald F. "Jerry" Baker, III is the founder of Baker 1031 Investments, a firm built from firsthand experience navigating the intersection of institutional finance and generational family real estate.

https://www.baker1031.com
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