ERP 1031 Industrial Portfolio IV DST

Overview

$49.15M DST industrial portfolio in Midland, Texas and the Permian Basin. The materials describe approximately $36.15M of equity, $13.0M of debt, and a 5.25% initial annual cash distribution, subject to the offering documents.

Highlights

Analysis

Insights

The 5.25% initial distribution is not a guarantee; reset rates and exit value matter.

Projected Distributions

Projected, not guaranteed. Distribution rates are the sponsor’s projections, are not a promise of performance, and can be reduced or suspended. ¹ Estimated Tax-Adjusted Yield reflects the projected impact of depreciation and amortization deductions at an assumed combined federal and state tax rate; individual tax outcomes vary — consult your CPA regarding your specific situation. Cap Rate Equivalent is a Baker 1031 Investments calculation intended to allow comparison with direct property ownership; it is not a sponsor-reported figure and does not represent a rate of return. See the private placement memorandum for the assumptions behind these figures.

Financing

Benchmarks

Benchmarks compare this offering’s projected figures against sector medians computed across current offerings tracked by Baker 1031 Investments as of the last-updated date shown. Benchmark data is internal, unaudited, and subject to change.

The Sponsor

ERP Founded 2007

ERP (Energy Related Properties) is a DST sponsor focused on energy-related real estate rather than the multifamily and net-lease assets that dominate the 1031 market. It structures its holdings as Delaware Statutory Trusts (e.g., ERP 1031 portfolios) distributed through its managing broker-dealer, American Alternative Capital, LLC. Public disclosure on founding year, AUM, and full-cycle track record is limited, so detailed terms and risk factors are set out in each program's Private Placement Memorandum.

Sponsor figures are provided by the sponsor and have not been independently verified except as described in the offering materials. Past performance does not guarantee future results.

Documents

• Offering SummaryDownload
• Private Placement MemorandumDownload