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Inland Mokena Senior Living DST property photo

Inland Mokena Senior Living DST

Sponsored by Inland
Minimum Investment$100,000
Total Offering$86,840,527
Available Equity$86,840,527 100.00% available
Equity$86,840,527
DebtAll-Cash
In-Place LTV0.00% LTV
Average Yield4.66%
Tax-Adjusted Yield6.39%
Cap Rate Equivalent7.09%
LocationIL
Estimated Hold Period10 years
721 Exchange ExitOptional
Total Load10.90%
StrategyCore
StatusAvailable

Overview

All-cash DST investment in Clarendale of Mokena at 21536 Wolf Road, Mokena, IL. The property consists of approximately 11.40 acres and a senior-living community operated under a master-lease arrangement, with no permanent debt described.

Highlights

Clarendale of Mokena senior-living community.

21536 Wolf Road, Mokena, Illinois.

Approximately 11.40 acres.

Master-lease operating structure.

No permanent debt described.

Analysis

Insights

Occupancy, care mix, staffing, regulation, expenses, and exit assumptions are central.

Advantages

Debt-free structure, established community, Chicago-area location, and master lease.

Concerns

Senior-living operating and regulatory risk, single-asset concentration, and illiquidity.

Projected Distributions

Average Yield4.66%
Tax-Adjusted Yield6.39%
Cap Rate Equivalent7.09%
Y14.50%
Y24.50%
Y34.50%
Y44.50%
Y54.60%
Y64.62%
Y74.65%
Y84.78%
Y94.90%
Y105.03%

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

LenderNone (debt-free)
Interest RateN/A (no debt)
Loan TermN/A (no debt)
I/O PeriodN/A
AmortizationN/A
Y1 DSCRN/A

Benchmarks

Avg. Income
This deal4.66%
Market
Not Analyzed
Growth
This deal11.78%
Market
Not Analyzed
Peak
This deal5.03%
Market
Not Analyzed

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.

Documents