Olympus Tradewinds DST

Overview

Tradewinds Apartments is a Class A multifamily community at 1808 S. Tradewinds Blvd., Midland, Texas, acquired by an Olympus Property affiliate for $34,250,000 and held in a Delaware Statutory Trust. The Trust financed the purchase with a $19,021,000 Fannie Mae loan through Berkadia at a fixed 4.95%, interest-only for the full seven-year term (maturing November 1, 2032). Under a master lease, the Trust targets distributions beginning at 6.00% and rising to 6.60% of invested equity over an approximately seven-year hold, with an optional Section 721 exchange into an affiliated Exchange Entity at disposition. Offered under Rule 506(c).

Highlights

Analysis

Insights

A leveraged single-asset Class A multifamily DST in Midland's Permian Basin economy; investor returns depend on Olympus's operations and a ~2032 sale or 721 roll. Fixed 4.95% interest-only debt is favorable in a higher-rate environment, but the non-triple-net master lease and single-market exposure concentrate risk.

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

Olympus Property Founded 1992

Olympus Property is a Fort Worth family-owned Class A multifamily owner-operator, founded in 1992, with a portfolio exceeding $9.2 billion and more than 35,000 units across 17 states, reaching exchangers through its affiliate WW Olympus Investment Company. Its markets two alignment-and-discipline features heavily: co-investment in every property and long-term fixed-rate debt, alongside a claim of never having missed an investor distribution. The Class A apartment specialization and operating control define a focused, multifamily-pure franchise.

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

• Private Placement Memorandum (PPM)Download