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ERP 1031 Industrial Portfolio III DST

ERP - Energy Related Properties · DST

Program Overview

DST
ERP 1031 Industrial Portfolio III DST
Peer Group Filters
Objectives
IncomeCapital AppreciationCapital PreservationTax Advantaged
Asset Class
Real Estate
Vehicle
DST
Single / Multi Asset
Multi-Asset
Asset Class
Real Estate
Issuer
ERP 1031 Industrial Portfolio III DST
Issuer Legal Structure
Delaware Statutory Trust
Program Life Structure
Finite
Securities Offered
Program Hold Period
~10 years
Target Leverage
Target 29% LTV $12,000,000 loan from GECU Federal Credit Union secured by the properties; 28.81% of the $41,650,000 maximum offering amount.
Strategy Risk/Return Profile
Core Plus
Managing Broker-Dealer
Scale
~294,000 sq ft · ~24 acres · ~121 units Rentable industrial units · 4 properties
Tax Opinion
“Should” Level 1031 exchange eligibility · subject to stated assumptions
Target Offering
$29,650,000
Minimum Investment
$50,000
Beneficial Interests · waivable
Strategy Overview

The Trust owns four multi-tenant industrial properties in Midland, Texas, comprising approximately 294,000 square feet across 121 rentable units and serving businesses associated with the Permian Basin energy sector. The Trust acquired the properties in July 2025 from Sponsor-affiliated entities and leases them to a Sponsor-affiliated Master Tenant under a 10-year master lease, with three five-year renewal options. The strategy seeks to provide investors with monthly distributions targeting a 5.40% annualized return from contractual rent payments over an anticipated 10-year holding period. The Master Tenant manages the underlying property operations and retains cash flow exceeding its rent obligations, while the Trust holds the properties using equity and nonrecourse financing.

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