A 1031 exchange is a swap of one investment property for another that allows capital gains taxes to be deferred. The term comes from the Internal Revenue Service (IRS) code Section 1031. A The properties being exchanged must be considered like-kind in the eyes of the IRS for capital gains taxes to be deferred. If used correctly, there is no limit on how many times or how frequently you can do 1031 exchanges.
Image of Sacramento Rehabilitation Hospital
delaware statutory trust: 1031 EXCHANGE
BV Ernest Health Neuro Rehab DST
offering details*:
Equity raise
$77M
0%
Offering LTV
Target Distribution Rate
5.70%
projected Hold period
5-7 YRS
*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 14, 16, 43
offering overview
Investors seeking to participate in a Section 1031 Exchange or cash investors seeking income with appreciation potential may consider the BV Ernest Health Neuro Rehab DST.
The Minimum Exchange Investment is $100,000 for Section 1031 Investors acquiring an Interest by means of a Section 1031 Exchange. The Minimum Cash Investment is $50,000 for Cash Investors.
property overview
Sacramento Rehabilitation Hospital - Sacramento, CA
The hospital provides intensive rehabilitation to patients recovering from disabilities caused by injuries or illnesses, or from chronic or complex medical conditions. These disabilities occur regardless of the economic environment.
offering highlights
- 20-year Absolute Net lease with two 10-year tenant options
- Sacramento’s only neuro-specialty rehabilitation facility
- 50 total beds with 95% average occupancy as of 12/31/24
- Active overflow referral agreements with: Kaiser Permanente and UC-Davis Medical Center
Image of Sacramento Rehabilitation Hospital
delaware statutory trust: 1031 EXCHANGE qualified
BV Ernest Health Neuro Rehab DST
offering overview
Investors seeking to participate in a Section 1031 Exchange or cash investors seeking income with appreciation potential may consider the BV Ernest Health Neuro Rehab DST.
The Minimum Exchange Investment is $100,000 for Section 1031 Investors acquiring an Interest by means of a Section 1031 Exchange. The Minimum Cash Investment is $50,000 for Cash Investors.
property overview
Sacramento Rehabilitation Hospital - Sacramento, CA
The hospital provides intensive rehabilitation to patients recovering from disabilities caused by injuries or illnesses, or from chronic or complex medical conditions. These disabilities occur regardless of the economic environment.
offering highlights
- 20-year Absolute Net lease with two 10-year tenant options
- Sacramento’s only neuro-specialty rehabilitation facility
- 50 total beds with 95% average occupancy as of 12/31/24
- Active overflow referral agreements with: Kaiser Permanente and UC-Davis Medical Center
offering details*:
$77M
Equity raise
0%
Offering LTV
5.70%
Target Distribution Rate
5-7 YRS
projected Hold period
*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 14, 16, 43
Sacramento Rehabilitation Hospital
10 Advantage Ct. Sacramento, CA 95834
VALUE PROPOSITION
Sacramento Rehabilitation Hospital provides specialized services to patients recovering from disabilities caused by accidents, illnesses, or chronic medical conditions. These disabilities occur regardless of the economic environment.
Patients treated in rehab hospitals vs. skilled nursing settings live longer, have fewer hospital and ER visits, and remain longer in their homes without additional outpatient services. The inpatients receive a multidisciplinary team to maximize their return of functional capabilities, perform daily activities, return to work (or school), and pursue leisure activities. The goal is to get patients ready for independent living again who have suffered:
- Strokes
- Brain injuries
- Spinal cord injuries
- Orthopedic injuries like hip fractures
- Neurological conditions
- Multiple sclerosis
- Amputations
- Parkinson’s disease
- Debility from illness
- Post-surgical care – ortho/cardiac/neuro
- Worker’s Compensation injuries
Not an actual Sacramento Rehabilitation Hospital Patient
Images of Sacramento Rehabilitation Hospital
investment property performance:
For a newer facility, it is already a top performer of the 886 rehabilitation hospitals across the US per their top 1% PEM score as of February 2025. The Program Evaluation Model (“PEM”) is a weighted index score that assesses the effectiveness of inpatient rehabilitation facilities (IRFs) programs. The PEM data is often used for public reporting, allowing patients and families to make informed decisions about their rehabilitation care. The PEM prioritizes measures of patient functional improvement, such as gains in self-care and mobility scores, discharge rates and lengths of stay.
Insurers favor rehabilitation centers for their lower care costs than a prolonged stay in the ICU at traditional hospitals. Sacramento Rehabilitation Hospital’s current Case Mix Index score is 1.81x as of February 2025. The index essentially says that the hospital’s patient acuity is higher, resulting in higher payouts from insurance reimbursements resulting in potentially higher profitability on a relative basis.
Information sourced from sacramentorehab.com and ernesthealth.com and referenced in pages 33, 42, and 43 in the PPM
hospital Recognized in the Nation’s Top 10%
Sacramento Rehabilitation Hospital has been ranked by the Uniform Data System for Medical Rehabilitation (UDSMR), a non-for-profit corporation that was developed with support from the National Institute on Disability and Rehabilitation research, a component of the U.S. Department of Education. It ranks rehabilitation facilities based upon care that is patient-centered, effective, efficient, and timely.
Information sourced from ernesthealth.com
ABOUT ernest heath:
Sacramento Rehabilitation Hospital is part of Ernest Health, a network of rehabilitation and long-term acute care hospitals. Ernest owns 35 facilities (four in California and the others across 13 states). The hospital network has earned national recognition as a healthcare leader, providing patients with the highest level of care.
Source: ernesthealth.com
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.
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 the BV Ernest Health Neuro Rehab DST 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.
- An investment in the interests involves substantial investment and tax risks, including, without limitation, the following risks:
- A deterioration in global financial, economic, and social conditions could adversely affect the Trust’s operations.
- The Trust may suffer adverse consequences due to any financial difficulties, bankruptcy, or insolvency of the Tenant.
- The Trust’s capitalization is supported solely by the cash flow from the underlying tenant lease. The sponsor is not under any obligation to contribute capital to the Trust.
- 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 California.
- 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 administrative 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.
- The costs of complying with environmental and other governmental laws and regulations may adversely affect the Trust.
- 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.
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 the BV Ernest Health Neuro Rehab DST 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:
- A deterioration in global financial, economic, and social conditions could adversely affect the Trust’s operations.
- The Trust may suffer adverse consequences due to any financial difficulties, bankruptcy, or insolvency of the Tenant.
- The Trust’s capitalization is supported solely by the cash flow from the underlying tenant lease. The sponsor is not under any obligation to contribute capital to the Trust.
- 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 California.
- 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 administrative 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.
- The costs of complying with environmental and other governmental laws and regulations may adversely affect the Trust.
- 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.
*The information contained herein does not constitute an offer to sell nor is it a solicitation of an offer to purchase any security. Offers will only be made through a private placement memorandum to accredited investors and where permitted by law. Investments in the firm’s limited partnerships involve a high degree of risk, including the possible loss of your investment, and they are potentially illiquid with an uncertain liquidity date. Prospective investors should carefully review the “Risk Factors” section of any private placement memorandum. Past performance is not indicative of future results.
**BV Capital is a member of the Bridgeview family of companies based in Dallas, TX. BV Capital offers investments to existing private clients, broker dealers, registered investment advisors and family offices. BV Securities (FINRA / BROKERCHECK / Reg BI) is Bridgeview’s managing broker dealer. BV Capital manages the financial and administrative operations for Bridgeview and BV Securities offerings.**
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