Portfolio Snapshot

Active Investments

Sponsor

Offering Name

Investment Amount

Close Date

Loan To Value

PPM / Brochure

Capital Square Realty Advisors

Streets of Greenbrier Apts DST

$200,000

April 08, 2021

54.50%

ExchangeRight

Net-Leased Portfolio 45 DST

$300,000

April 05, 2021

54.50%

Capital Square Realty Advisors

SomerHill Farms Apartments DST

$200,000

April 12, 2021

54.80%

NexPoint Advisors

Storage I DST

$240,000

May 10, 2021

43.90%

IDEAL Capital Group

Tempe DST

$200,000

April 06, 2021

49.20%

Capital Square Realty Advisors

Colorado Power DST

$200,000

April 08, 2021

52.00%

Four Springs Capital Trust

Industrial 6 DST

$300,000

April 15, 2021

49.10%

Cunat Inc.

Exchange VII DST

$262,000

July 03, 2024

52.63%

InCommercial Property Group

Net Lease DST 6

$252,703

June 28, 2024

43.56%

Total:

 

$2,154,703

 

 

 

* Cash flow projections for this offering can be viewed by potential investors in the PPM.

Full Cycle Investments

Sponsor

Offering Name

Investment Amount

Investment Close Date

Offering Full Cycle Date

IRR

Total Return

Totals:

 

$0

 

 

 

$0


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Please do not attempt to contact me via text message. Due to regulatory requirements, I am unable to receive or send text messages about business-related matters. To see my licensing and regulatory history, click: https://brokercheck.finra.org/ Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. www.cornerstonedst.com

Please note that the portfolio above is not an offer to sell or the solicitation of an offer to buy any security or interest in any fund, which only can be made through a Private Placement Memorandum that contains important information about the risks, fees and expenses of that security. This portfolio is being provided to you for information purposes only. All investments have inherent risks. Real estate-based offerings in particular include those risks common to real estate investments. The risks relating to each offering are disclosed in the Private Placement Memorandum that must be read by the investor prior to making an investment decision. These risks may include but are not limited to: illiquidity (there is currently no secondary market); tax status risk which may result in immediate tax liabilities, including penalties; the fact that substantial fees associated with the purchase of the offering may, in certain cases, outweigh the tax benefits; the significant tax risks for acquiring interests as replacement property as part of a 1031 exchange; the risks of using leverage in real estate; the investment being speculative and involving a high degree of risk; the risks associated with fractionalized ownership in real estate; the risks associated with investment contracts as securities; property appreciation not being guaranteed; the potential for loss of principal invested; and other specific risks disclosed in detail within the Private Placement Memorandum that should be reviewed before investing.

Please also note that this portfolio is being provided to you based on your representation to us that you are an accredited investor. The Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (excluding the equity in your principal residence) or net income for the last two years of $200,000 or greater ($300,000 if spouse has income) with a reasonable expectation of such earnings in the current year. If you do not meet this definition of an accredited investor, please notify us immediately and disregard this message and its contents.

WealthForge Securities, LLC and Cornerstone Real Estate Investment Services are not affiliated. This portfolio, including attachments, may include non-public, proprietary, confidential or legally privileged information. If you are not an intended recipient or an authorized agent of an intended recipient, you are hereby notified that any dissemination, distribution or copying of the information contained in or transmitted with this portfolio is unauthorized and strictly prohibited. If you have received this portfolio in error, please notify the sender by replying to this message and permanently delete this portfolio, its attachments, and any copies of it immediately. You should not retain, copy or use this portfolio or any attachment for any purpose, nor disclose all or any part of the contents to any other person. The portfolio does not constitute a research report.

ABOUT US

At Cornerstone Real Estate Investment Services, our utmost passion lies in assisting investors in discovering exceptional institutional-quality real estate opportunities that seamlessly align with their investment goals, financial objectives, and risk tolerance. We take great pleasure in matching the perfect properties with the right investors, at precisely the opportune moment.

East Coast

Heathcote Village Way, Suite 200,
Gainesville, Virginia 20155
Fax: (703) 743-1614

West Coast

738 E. Chapman Avenue
Orange, CA 92866
Office: (800) 781-1031
Direct: (714) 939-1031
Fax: (657) 224-9097