Your 1031 DST Authority
Inland NJ Senior Living DST
Offering 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.
Investment Highlights
- The Delaney of Bridgewater senior-living community.
- Approximately 39-acre campus.
- Independent living, assisted living, and memory care.
- Approximately 224 units / 228 beds.
- Inland-sponsored master-lease structure.
Forecasted Cash Flow
Projected annual cash-on-cash distributions with the corresponding tax-equivalent yield over the hold, based on the sponsor’s underwriting assumptions.
Illustrative projections only — targeted distributions are not guaranteed and actual results will vary. Tax-equivalent yield assumes depreciation shelter of distributed income.
Analyst Notes
Occupancy, care mix, labor costs, regulation, operator performance, and financing terms matter.
Pros
Broad care mix, established campus, New Jersey location, and experienced operator.
Cons
Senior-living operating and regulatory risk, leverage, illiquidity, and manager dependence.
Financing
Financing terms for this offering are summarized below.
Benchmark Comparison
| Metric | This Offering | Benchmark | Difference |
|---|---|---|---|
| Average Yield | 4.75% | — | — |
| Max Yield | 5.37% | — | — |
| 10-Yr Income Growth | 26.35% | — | — |
Benchmark reflects the average of comparable Senior Living offerings. Differences are relative to the benchmark.
Offering Documents
About the Sponsor
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.
This page describes a specific Delaware Statutory Trust offering (Inland NJ Senior Living DST) and is provided for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offering is made solely to verified accredited investors and only by means of a confidential private placement memorandum (PPM).
All figures shown — including minimum investment, cash-flow projections, tax-equivalent yield, loan-to-value, and hold period — reflect the sponsor's current estimates and assumptions and are not guarantees of future performance. Tax-equivalent yield depends on each investor's tax circumstances; projected distributions may not be achieved and actual results will vary. Sponsor track record, benchmark data, and full-cycle averages describe prior programs and are not indicative of the results of this offering.
An investment in a DST is speculative, illiquid, and involves a high degree of risk, including the possible loss of the entire amount invested. There is no public market for these interests, distributions are not guaranteed, and investors have no control over property operations. 1031 exchange and tax treatment depend on each investor's individual circumstances and on tax laws that are subject to change; consult your own tax and legal advisors.
Tax-equivalent yield represents the pre-tax yield a fully taxable investment would need to generate in order to match the after-tax cash flow of this offering. It assumes that a portion of distributions is sheltered by depreciation and other deductions, and it depends entirely on each investor's individual tax bracket, state of residence, and holding structure. It is illustrative only and is not a projection of return. Cap rate equivalent is the implied capitalization rate (net operating income divided by purchase price) shown solely for comparison to direct real estate; it is not a distribution rate, a yield, or a measure of investor return.
This offering and all terms shown are subject to change, withdrawal, or cancellation at any time without notice, and availability is not guaranteed. Nothing on this page creates a commitment or reservation. An investment is confirmed only upon the sponsor's acceptance of fully executed subscription documents; no other communication, indication of interest, or reservation constitutes a binding investment.