Passco

Sponsor Overview

Passco Companies curates a diverse range of Delaware Statutory Trust (DST) investments, offering investors access to institutional-grade real estate with income-generating potential. Specializing in multifamily and commercial property acquisitions, Passco focuses on markets poised for growth and long-term performance. With over $8 billion in total acquisitions and more than $4 billion in assets under management, their seasoned team combines market expertise and proactive asset management to create opportunities tailored to investor needs.

Sponsor Investment Performance

1.49x Average Multiple on Investment Capital (MOIC)

8.51% Average Annual Return

7.2 Year Average Holding Period

Sponsor Complete Performance Track Record

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Offering	Sponsor	Hold Period	Annual Return	Equity Multiple
Courtney Village	Passco	11.3 yrs	8.42%	1.95x
Hanford Mall	Passco	16.1 yrs	-2.86%	0.54x
Hanford Mall-Additional Investment A	Passco	7.1 yrs	7.02%	1.50x
Hanford Mall-Additional Investment B	Passco	7.1 yrs	9.33%	1.66x
Eastwind Center	Passco	13.6 yrs	-2.19%	0.70x
Eastwind - Additional Investment	Passco	5.3 yrs	21.52%	2.14x
The Village at Orange	Passco	12.0 yrs	-5.83%	0.30x
The Village at Orange-Additional Investment	Passco	3.1 yrs	9.48%	1.29x
Silver City Plaza	Passco	15.0 yrs	10.49%	2.58x
Olathe Station	Passco	13.4 yrs	-5.69%	0.24x
Carrington Apartments	Passco	7.0 yrs	7.00%	1.49x
Sundance Creek	Passco	5.7 yrs	12.33%	1.70x
Marcus Pointe Grande Apartments	Passco	6.2 yrs	11.92%	1.74x
Legends at Indian Springs	Passco	5.5 yrs	12.80%	1.71x
Legends at Wolfchase	Passco	7.0 yrs	9.24%	1.65x
Stonegate Apartments	Passco	6.0 yrs	6.44%	1.39x
Broad River Trace	Passco	6.9 yrs	7.27%	1.50x
Glen at Alexander	Passco	6.6 yrs	10.16%	1.67x
Enclave at Rivergate	Passco	5.3 yrs	12.35%	1.66x
Autumn Breeze	Passco	6.8 yrs	7.53%	1.51x
Encore at the Park	Passco	4.6 yrs	10.04%	1.47x
Vue21	Passco	4.3 yrs	14.49%	1.63x
Wakefield Glen	Passco	4.3 yrs	4.98%	1.21x
Brier Creek	Passco	5.6 yrs	7.44%	1.42x
Columns at Wakefield	Passco	6.4 yrs	12.54%	1.80x
Hickory Hollow	Passco	5.1 yrs	19.83%	2.01x
Vinings at Laurel Creek	Passco	6.7 yrs	10.15%	1.68x
Twenty25	Passco	6.5 yrs	21.19%	2.37x
Azure	Passco	4.8 yrs	10.81%	1.52x
Arlington	Passco	5.8 yrs	8.38%	1.48x
Lexington	Passco	5.3 yrs	8.75%	1.46x
Lone Oak	Passco	5.1 yrs	8.65%	1.44x
Estates at Crossroads	Passco	5.7 yrs	21.20%	2.21x
Luxe Scottsdale	Passco	4.0 yrs	7.72%	1.31x
Shelby	Passco	5.7 yrs	4.70%	1.27x
Overlook	Passco	5.0 yrs	9.42%	1.47x
Ivy	Passco	5.1 yrs	3.15%	1.16x
Almeria at Ocotillo	Passco	4.6 yrs	20.20%	1.93x
Two Blocks	Passco	5.0 yrs	16.08%	1.80x
1000 West	Passco	4.9 yrs	16.64%	1.82x
Voyager at the Space Center	Passco	4.7 yrs	7.06%	1.33x
Haven	Passco	4.6 yrs	18.96%	1.87x
Parker	Passco	4.5 yrs	6.33%	1.28x
Greenwood Reserve	Passco	4.5 yrs	15.21%	1.69x
Veranda at Norton	Passco	5.8 yrs	14.64%	1.85x
Mariner Grove	Passco	4.5 yrs	20.60%	1.92x
Lively at Carolina Forest	Passco	3.7 yrs	20.97%	1.78x
Merritt at Sugarloaf	Passco	4.7 yrs	19.56%	1.92x
Longitude 82	Passco	4.5 yrs	16.07%	1.73x
Longitude 81	Passco	6.2 yrs	13.85%	1.85x
Parkcrest Landings	Passco	7.1 yrs	10.70%	1.76x
Pearce at Pavilion	Passco	6.6 yrs	9.55%	1.63x
Meadows at Home Place	Passco	6.6 yrs	8.32%	1.54x
Marisol	Passco	7.7 yrs	9.35%	1.72x
Asheville Exchange	Passco	5.9 yrs	11.24%	1.66x
Point at Tamaya	Passco	6.4 yrs	4.42%	1.28x
Turkey Creek	Passco	5.9 yrs	14.99%	1.89x
CVS Pharmacy - PC Master Fund I	Passco	9.6 yrs	5.13%	1.49x
Lake Mead Square (Private Investor)	Passco	2.5 yrs	7.87%	1.20x
Cambridge (Private Investor)	Passco	7.4 yrs	5.86%	1.44x
The Summit (Mosaic Hills) (Private Investor)	Passco	7.9 yrs	5.40%	1.43x
Desert Parks Vista (Private Investor)	Passco	8.5 yrs	10.82%	1.92x
Villa Toscana	Passco	13.2 yrs	11.65%	2.54x
Raveneaux	Passco	9.6 yrs	8.40%	1.81x
Village at Lionsgate	Passco	9.7 yrs	7.07%	1.68x
The Resort at Lake Crossing	Passco	8.5 yrs	2.37%	1.20x
Warminster (2 Industrial Bldgs)	Passco	12.8 yrs	-0.04%	0.99x
Lincoln Plaza	Passco	10.1 yrs	3.40%	1.34x
Chandler Heights Marketplace	Passco	9.7 yrs	-4.53%	0.56x
Creekwalk Village	Passco	10.0 yrs	-1.52%	0.85x
Laveen MarketPlace	Passco	10.1 yrs	-5.44%	0.45x
Pinnacle Village Marketplace	Passco	10.9 yrs	-6.01%	0.35x

Portfolio Average (72 fully realized offerings)

7.2 yrs

8.51%

1.49x

¹ The Equity Multiple for each property was derived mathematically using the stated Average Annualized Rate of Return and Hold Period provided in the track record document.
² The source document groups prior programs by Passco Companies, LLC and its predecessor Passco Real Estate Enterprises, Inc.

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.