Your 1031 DST Authority
Bridgeview
Firm Overview
Bridgeview is a Dallas-based, veteran-owned developer-sponsor of multifamily, office and mixed-use assets that distributes its DSTs through a captive broker-dealer, BV Securities—an unusual degree of vertical control over distribution for a firm of its size. Founded in 2011 and concentrated in Texas, it has carved out niches in student-housing DSTs near TCU and UT-Arlington and in zero-debt healthcare offerings such as its Ernest Health program. The captive distribution and Texas focus are differentiators, though current AUM is not publicly disclosed and the geographic concentration limits diversification.
Offerings from this Sponsor
No active offerings from this sponsor at this time.
Track Record Summary
Realized Track Record
2 full-cycle investments
| Investment | Location | Asset | Hold (Yrs) | Equity Multiple | Annual Return |
|---|---|---|---|---|---|
| Carriage Homes on the Lake I & II Portfolio | Garland, TX | Multifamily | 5.16 | 6.05x | 51.90% |
| Liberty Lofts + Midtown Urban Portfolio | Fort Worth & Arlington, TX | Student Housing | 2.42 | 1.6x | 22.60% |
For informational purposes only; not an offer to sell or a solicitation of any security. Sponsor track record — including full-cycle deals, average annual return, equity multiple, hold period, and success rate — describes the sponsor's prior programs, is provided by or derived from the sponsor, and is not indicative of the results of any current or future offering. Offerings are made only to verified accredited investors by means of a confidential private placement memorandum. Baker 1031 Investments is independent and sponsor-agnostic.