MANAGED-DIRECT OWNERSHIP®

Delaware Statutory Trust DST Investments

The Turn-Key Solution for Acquiring, Financing, and Managing Commercial Real Estate

Our Managed-Direct Ownership® program is a structured real estate investment vehicle for investors who want a complete bundle of services for acquiring, financing, and managing a single property or a customized portfolio of commercial properties. After an initial consultation, you will be presented with properties best matching your stated criteria, including pricing and cash flow projections. Our cost analysis includes all costs of the transaction and are guaranteed not to be exceeded. Additionally, Kingsbarn will sign for the loan guaranties, making the mortgage truly "non-recourse."


We sometimes refer to our Managed-Direct Ownership® program also as a "Structured 1031 Exchange." We coordinate directly with your exchange accommodator so that the identification and exchange process is seamless. This “turn-key” strategy also includes all legal work, escrow and closing, and includes a tax opinion for investors who are in a 1031 exchange. This program is especially attractive for investors who want a truly managementfree investment but want to maintain control of major investment decisions.

TRANSITION YOUR PORTFOLIO TO PASSIVE INCOME WITHOUT GIVING UP CONTROL

ONE SOURCE TO MANAGE AND
EXECUTE THE ENTIRE TRANSACTION

PROPERTY ACQUISITION

We identify high-quality property targets nationally—matching our client's acquisition criteria

We fully negotiate the terms of the sale under a Letter of Intent which is followed by a formal Purchase and Sale Agreement

We manage the entire escrow process including the following:

    • Initial deposit of earnest money from our own funds

    • Identification, collection, and distribution of all due diligence materials

    • Coordination of the escrow calendar

    • Management and review of the loan and property settlement statement

LEGAL

We engage legal representation to facilitate and review the property acquisition contracts and the financing documents

We direct legal review of the following:

    • Title report(s) including obtaining the owner's title policy

    • Third-party reports

    • Other ancillary transaction documents

TAX OPINION

We engage counsel to provide a tax opinion that the property interests should be considered an interest in real estate and not a partnership for federal income tax purposes.

PROPERTY & ASSET MANAGEMENT

We identify a third-party property management company, which is acceptable to the lender, to professionally manage the property

We negotiate and execute the third-party property and asset management agreement

The property manager's responsibilities shall include the following:

    • Collection of monthly rents through a cash management account held by the lender

    • Payment of monthly mortgage, tax and insurance impounds, as applicable

    • Payment of monthly automatic distributions as directed by our clients

    • Collection of reimbursable CAM expenses (if any) from the tenant(s)

    • Provision of a monthly operating statement to our clients

    • Provision of a year-end tax package to our clients

FINANCING

We identify an appropriate lender to provide the mortgage and negotiate and execute a term sheet for the loan(s)

We make required deposits to the lender for third-party reports and lender legal fees

We provide detailed financial analysis to the lender

We furnish all property due diligence to the lender, attorneys, and accountants via our online document vault portal

We obtain and review (or oversee the review) all third-party property reports, including, but not limited, to the following:

    • Appraisal

    • Environmental Site Assessment

    • Property Survey (ALTA) and Zoning Requirements

    • Property Condition Report

We negotiate and execute loan documents

We manage the entire financing process toward the timely closing of the loan

We provide a "warm-body guarantor" for the recourse "carve-outs" of the loan agreement, thus making the financing completely non-recourse to our clients

This website does not offer to sell, or a solicitation of an offer to buy, securities. Offers can only be made through the Private Placement Memorandum which contains various and important risk disclosures. This web site does not purport to be complete and should be viewed in conjunction with the Private Placement Memorandum. An investment of this sort is speculative and involves a high degree of risk. Projections of future performance contained herein are based on specific assumptions discussed more fully in the Private Placement Memorandum and do not constitute a guaranty of future performance.

DST Interests in any of the properties displayed on this website may be sold only to "accredited investors," as defined in Regulation D under the U.S. Securities Act of 1933, as amended (the "Securities Act"), which, for natural persons, refers to investors who meet certain minimum annual income or net worth thresholds. Offers and sales of DST interests have not and will not be registered under the Securities Act or the laws of any U.S. state or non-U.S. jurisdiction and may be offered only pursuant to an exemption from such registration. Neither the U.S. Securities and Exchange Commission nor any other regulatory authority has passed upon the merits of an investment in the DST Interests, has approved or disapproved of DST Interests or passed upon the accuracy or adequacy of this website and any supplementary materials describing the DST Interests. DST Interests are also not subject to the protections of the Investment Company Act of 1940, including the limitations on self-dealing, affiliated transactions and leverage contained therein. DST Interests are subject to legal restrictions on transfer and resale in accordance with the governing documents of the Trust and applicable securities laws, and investors may be unable to sell or transfer their DST interests. In addition, there is no public market for the DST interests and no such market is expected to develop in the future. Investing in the DST securities involves risk, and investors should be able to bear the loss of their investment.