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CX Midwest Industrial Logistics, DST

Carter Funds · Net Lease DST

Program Overview

Net Lease DST
CX Midwest Industrial Logistics, DST
Peer Group Filters
Objectives
IncomeCapital AppreciationTax AdvantagedDiversification
Asset Class
Real Estate
Vehicle
DST
Single / Multi Asset
Single-Asset
Sponsor/Manager
Asset Class
Real Estate
Issuer
CX Midwest Industrial Logistics, DST
Issuer Legal Structure
Delaware Statutory Trust
Program Life Structure
Finite
Program Hold Period
~7 years
Strategy Risk/Return Profile
Core
Managing Broker-Dealer
Property Details
645,052 sq ft · ~138 acres · 1 properties
Tax Opinion
“Should” Level 1031 exchange eligibility · subject to stated assumptions
Target Offering
$69,123,000
Minimum Investment
$25,000
Strategy Overview

The Trust's investment strategy involves owning a newly constructed, 645,052-square-foot industrial cross-dock facility in Fort Wayne, Indiana, leased entirely to Amazon.com Services LLC through August 2036, with a lease guaranty from Amazon.com, Inc. The Trust acquired the Property in July 2022 using equity and interest-only, nonrecourse financing and intends to distribute net rental income monthly after debt service and operating expenses. The Trust must sell the Property by July 2029 and cannot refinance existing debt, extend the lease, reinvest sale proceeds, or accept additional capital contributions.

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