Inland NJ Senior Living DST

Overview

$163.655M DST investment in The Delaney of Bridgewater at 901 Frontier Road, Bridgewater, NJ. The approximately 39-acre campus includes independent living, assisted living, and memory care, with $77.255M of equity and $86.4M of debt.

Highlights

Analysis

Insights

Occupancy, care mix, labor costs, regulation, operator performance, and financing terms 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

Inland Founded 1968

Inland Private Capital Corporation is the leading provider of securitized 1031 exchange opportunities in the United States—a designation supported by Mountain Dell Consulting's sponsor rankings—managing more than $12.3 billion across 317 offerings in 43 states as of mid-2024. A subsidiary of the 50-plus-year Inland Real Estate Group, IPC has sponsored 323 programs, acquired upward of $18 billion in assets, and returned more than $3.5 billion through full-cycle monetizations, with diversification spanning eight-plus property sectors and growing QOZ and single-family-rental platforms. That combination of market leadership, breadth and a deep disposition track record makes Inland the institutional anchor of the DST category.

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