BV Student Housing Texas Portfolio

Images of Portfolio Properties

$27M

Equity raise

41.44%

Offering LTV

5.30%

fixed Loan rate

98%

Occupancy 2024-2025 school year

delaware statutory trust: 1031 EXCHANGE

BV Student Housing Texas Portfolio DST

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PORTFOLIO HIGHLIGHTS:

  • 4.35% Rent Growth - Fall 2024
  • Market outlook is for stable occupancy and rising rents
  • Large depreciation benefit in year one due to cost seg study
  • Mature, densely populated suburban areas with high barriers to entry
  • 97.5% average occupancy rate for the portfolio in the 2023-2024 school year

Investors seeking to participate in a Section 1031 Exchange or cash investors seeking income with appreciation potential may consider the BV Student Housing Texas Portfolio DST.

The portfolio consists of two stabilized student housing properties, "Liberty Lofts" at Texas Christian University (TCU) in Fort Worth, TX and "Midtown Urban" at The University of Texas at Arlington (UTA) in Arlington, TX.

The third-party 2024 Cost Segregation study, a tax planning tool allowing for accelerated depreciation deductions, shows a large benefit in year one of $8.9MM on $1.2MM of pro forma net income, as displayed in the Private Placement Memorandum (PPM).*


*Please contact Ross Curtis for more information on the study by email or call 214-833-2710.

Due to various risks and uncertainties, actual returns may differ materially from the returns reflected. No return is guaranteed and investors risk the loss of the entire amount of their invested capital.  Offering Details Sourced From The PPM On Pages 6, 47, FORECASTED STATEMENT OF CASH FLOWS

BV Student Housing Texas Portfolio

DELAWARE STATUTORY TRUST: 1031 EXCHANGE

BV Student Housing Texas Portfolio DST

$27M

Equity raise

41.44%

Offering LTV

5.30%

Loan rate

98%

Occupancy 2024-2025 school year

Investors seeking to participate in a Section 1031 Exchange or cash investors seeking income with appreciation potential may consider the BV Student Housing Texas Portfolio DST.

The portfolio consists of two stabilized student housing properties, "Liberty Lofts" at Texas Christian University (TCU) in Fort Worth, TX and "Midtown Urban" at The University of Texas at Arlington (UTA) in Arlington, TX.

The third-party 2024 Cost Segregation study, a tax planning tool allowing for accelerated depreciation deductions, shows a large benefit in year one of $8.9MM on $1.2MM of pro forma net income, as displayed in the Private Placement Memorandum (PPM).*


*Please contact Ross Curtis for more information on the study by email or call 214-833-2710.

portfolio highlights:

  • 4.35% Rent Growth - Fall 2024
  • Market outlook is for stable occupancy and rising rents
  • Large depreciation benefit in year one due to cost seg study
  • Mature, densely populated suburban areas with high barriers to entry
  • 97.5% average occupancy rate for the portfolio in the 2023-2024 school year

* Due to various risks and uncertainties, actual returns may differ materially from the returns reflected. No return is guaranteed and investors risk the loss of the entire amount of their invested capital.  Offering Details Sourced From The PPM On Pages 6, 47, FORECASTED STATEMENT OF CASH FLOWS

 submit interest
Students at TCU

Image of Students at TCU

why invest in student housing?

Student housing is a unique asset class in the real estate industry.  It reflects multifamily but with demand drivers of residents wanting to live near/on their college campus.  With college enrollment numbers nationwide increasing for the first time since the pandemic, student housing as an investment category warrants attention.

  • Properties lease by bedroom resulting in higher yields
  • Historically, college enrollment rates tend to increase during economic downturns
  • Student Housing properties closest to colleges and universities historically have a higher price per bed
  • Co-signers on lease agreements guarantee rent payments
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*Sources: www.doorloop.com, www.insidehighered.com

ABOUT Texas christian university - ‘horned frogs’:

TCU sits on a 302-acre campus in a tree-lined neighborhood in Fort Worth, TX. The University has experienced 20% enrollment growth over the past decade and is ranked the #2 Best Nursing School in Texas.


TCU requires Freshman and Sophomores to live in campus dormitories so Juniors and Seniors are not guaranteed on campus housing.

#1

Undergraduate Business School in TX

10,900

Undergraduate Student Population 

NCAA D-1 Athletics

Big 12 Conference (Power 4)

Image of TCU Campus. School Data sourced from www.tcu.edu

TCU Logo

about Texas christian university

‘horned frogs’:

#1

Undergraduate Business School in TX

10,900

Undergraduate Student Population 

NCAA D-1 Athletics

Big 12 Conference (Power 4)

TCU sits on a 302-acre campus in a tree-lined neighborhood in Fort Worth, TX.  The University has experienced 20% enrollment growth over the past decade and is ranked the #2 Best Nursing School in Texas.

Image of TCU. School Data sourced from www.tcu.edu

"Liberty Lofts" - TCU Student Housing

3517 South University Drive, Fort Worth, TX 76109

Liberty Lofts at TCU Logo
Liberty Lofts
Clubhouse

Images of Liberty Lofts Apartments

Liberty Lofts was developed in partnership with TCU to meet the growing need for apartment-style housing for Junior and Senior students not guaranteed on-campus housing.


The property leases fully furnished units and provides residents a pool, clubhouse, fitness center, gated parking, and a dog park.

investment property highlights:

  • TCU has a 5-year master lease for the exclusive right to secure all units for student housing through July 2028
  • 100% Occupancy
  • Contains 55 three-bedroom units for 165 total beds
  • Located just 0.5 miles south of campus
TCU Campus Near Liberty Lofts Map

Liberty Lofts location relative to TCU Campus

UTA LOGO

ABOUT THE UNIVERSITY OF TEXAS AT ARLINGTON ‘MAVERICKS’:

#1

Largest Institution in the DFW Metroplex

28,000+

Undergraduate Student Population 

NCAA D-1 Athletics

Western Athletic Conference (WAC)

UTA was founded in 1895 and is known for its affordability and it's highly ranked graduate programs.

 

The University has experienced 60% enrollment growth over the past decade and currently has 41,000+ students, the largest of any North Texas school and 5th largest in the state.

Image of UTA Campus.  Data sourced from www.uta.edu

UTA LOGO

ABOUT The University of Texas at Arlington - ‘MAVERICKS’:

UTA was founded in 1895 and is known for its affordability and it's highly ranked graduate programs. The University has experienced 60% enrollment growth over the past decade and currently has 41,000+ students, the largest of any North Texas school and the 5th largest in the state.

UTA offers only 6,000 dorm beds and 5,300 off-campus beds – covering just 27.5% of the student body.

#1

Largest Institution in the DFW Metroplex

28,000+

Undergraduate Student Population 

NCAA D-1 Athletics

Western Athletic Conference (WAC)

Image of UTA Campus. School Data sourced from www.uta.edu

Midtown Urban - UTA Student Housing

1121 UTA Blvd, Arlington, TX 76013

Midtown Urban Logo
C

Images of Midtown Urban Apartments

Midtown Urban is located adjacent to the UTA campus offering students a short walk or bus ride to classes, Greek Row and the Maverick Activities Center (MAC).


The property leases fully furnished units and provides residents gated entry, a pool, clubhouse, fitness center, game room, and business center.

investment property highlights:

  • Four-story complex containing 69 two-, three-, or four-bedroom units for 232 total beds
  • Located directly across the street from UTA's campus
  • 96% occupancy as of 8/31/24
Midtown Urban Near UTA Campus Map

Midtown Urban's location relative to UTA Campus

Indication of Interest 

Bridgeview DST Investment Programs are sold by authorized broker dealers and registered investment advisors.

Contact your financial professional to learn more. Or, for help finding a financial professional please fill out the form below or contact BV at ir@bvcapitaltx.com for more information on 1031 DST Investments.

  • INVESTORS

  • FINANCIAL ADVISORS

Learn More About the Criteria for being an Accredited Investor 

Disclosure

Investments in these securities are not suitable for all investors; they are speculative and illiquid and involve a high degree of risk and the potential loss of your entire investment. The information contained herein does not constitute an offer to sell nor a solicitation of an offer to purchase any security. 

Offers will only be made through a private placement memorandum to accredited investors and qualified purchasers where law permits. Carefully review any private placement memorandum's “Risk Factors” section before investing. Moreover, you should not assume that any discussion or information in this fact sheet serves as the receipt of, or as a substitute for, personalized investment advice. Please remember that past performance may not be indicative of future results. For any tax questions, please consult a tax professional.

Consider the Risks:

An investment in the interests involves substantial investment and tax risks, including, without limitation, the following risks:

  • The economic success of the interests will depend upon the results of operations of the property. Fluctuations in vacancy rates, rent schedules, and operating expenses can adversely affect operating results or render the sale or refinancing of the property difficult or unattractive.
  • The Trust’s capitalization is supported solely by the cashflow from the underlying tenant lease. The sponsor is not under any obligation to contribute capital to the Trust.
  • No assurance can be given that future cashflow will be sufficient to make the debt service payments on any borrowed funds and also cover capital expenditures or operating expenses.
  • No assurance can be given that beneficial owners of interests will realize a substantial return (if any) on their investment or that they will not lose their entire investment in the trust.
  • The interests are not freely transferable by the beneficial owners.
  • There are various risks associated with owning, financing, operating, and leasing commercial properties in Texas.
  • The interests do not represent a diversified investment.
  • Beneficial owners must completely rely on the Trust to collect the rent and operate, manage, lease, and maintain the property.
  • The interests do not represent a diversified investment.
  • Beneficial owners must completely rely on the Trust to collect the rent and operate, manage, lease, and maintain the property.
  • The beneficial owners have no voting rights with respect to the management or operations of the trust or in connection with the sale of the property.
  • There are various conflicts of interest among the trust, the sponsor, the signatory trustee, and their affiliates.
  • The interests are illiquid.
  • There are tax risks associated with an investment in the Interests. Each prospective beneficial owner should consult with their tax advisor regarding an investment in the Interests and the qualification of the prospective beneficial owner's transaction under Section 1031 for their unique circumstances.
  • There are risks related to competition from properties similar to and near the property.
  • There may be environmental risks related to the property.
  • There are various tax risks, including the risk that an acquisition of an Interest may not qualify as replacement property in a Section 1031 Exchange.

BV Capital is a member of the Bridgeview family of companies. BV Capital offers investments to existing private clients, broker dealers, registered investment advisors and family offices through BV Securities, member FINRA, as Bridgeview’s managing broker-dealer. 

contact us

Disclosure:

Investments in these securities are not suitable for all investors; they are speculative and illiquid and involve a high degree of risk and the potential loss of your entire investment. The information contained herein does not constitute an offer to sell nor a solicitation of an offer to purchase any security. Offers will only be made through a private placement memorandum to accredited investors and qualified purchasers where law permits. Carefully review any private placement memorandum's “Risk Factors” section before investing. Moreover, you should not assume that any discussion or information in this fact sheet serves as the receipt of, or as a substitute for, personalized investment advice. Please remember that past performance may not be indicative of future results. For any tax questions, please consult a tax professional.

Consider the Risks:

An investment in the interests involves substantial investment and tax risks, including, without limitation, the following risks:

  • The economic success of the interests will depend upon the results of operations of the property. Fluctuations in vacancy rates, rent schedules, and operating expenses can adversely affect operating results or render the sale or refinancing of the property difficult or unattractive.
  • The Trust’s capitalization is supported solely by the cashflow from the underlying tenant lease. The sponsor is not under any obligation to contribute capital to the Trust.
  • No assurance can be given that future cashflow will be sufficient to make the debt service payments on any borrowed funds and also cover capital expenditures or operating expenses.
  • No assurance can be given that beneficial owners of interests will realize a substantial return (if any) on their investment or that they will not lose their entire investment in the trust.
  • The interests are not freely transferable by the beneficial owners.
  • There are various risks associated with owning, financing, operating, and leasing commercial properties in Texas.
  • The interests do not represent a diversified investment.
  • Beneficial owners must completely rely on the Trust to collect the rent and operate, manage, lease, and maintain the property.
  • The beneficial owners have no voting rights with respect to the management or operations of the trust or in connection with the sale of the property.
  • There are various conflicts of interest among the trust, the sponsor, the signatory trustee, and their affiliates.
  • The interests are illiquid.
  • There are tax risks associated with an investment in the Interests. Each prospective beneficial owner should consult with their tax advisor regarding an investment in the Interests and the qualification of the prospective beneficial owner's transaction under Section 1031 for their unique circumstances.
  • There are risks related to competition from properties similar to and near the property.
  • There may be environmental risks related to the property.
  • There are various tax risks, including the risk that an acquisition of an Interest may not qualify as replacement property in a Section 1031 Exchange.

BV Capital is a member of the Bridgeview family of companies. BV Capital offers investments to existing private clients, broker dealers, registered investment advisors and family offices through BV Securities, member FINRA, as Bridgeview’s managing broker-dealer.

contact us