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NLCA DG Investment Grade Portfolio 1 DST

Net Lease Capital Advisors · Net Lease Dollar General Portfolio DST

Program Overview

Net Lease Dollar General Portfolio DST
NLCA DG Investment Grade Portfolio 1 DST
Peer Group Filters
Objectives
IncomeCapital PreservationTax Advantaged
Asset Class
Real Estate
Vehicle
DST
Single / Multi Asset
Multi-Asset
Sponsor/Manager
Asset Class
Real Estate
Issuer
NLCA DG Investment Grade Portfolio 1 DST
Issuer Legal Structure
Delaware Statutory Trust
Program Life Structure
Indefinite
Target Leverage
Target 0% LTV Trust Agreement bars the Trustee from any new loan; Properties acquired unencumbered. A separate 'DG Loan' exists only at the Sponsor level, collateralized by the Initial Beneficiary's Class B Interests -- not the Properties or Property Trust assets.
Strategy Risk/Return Profile
Core
Managing Broker-Dealer
Scale
20 properties · 194,172 sq ft Aggregate building square footage across all 20 Properties
Tax Opinion
“Should” Level 1031 exchange eligibility · subject to stated assumptions
Target Offering
$36,042,762
Minimum Investment
$100,000
Class A Beneficial Interests · waivable
Strategy Overview

Acquires and holds, through a wholly owned Property Trust subsidiary, a portfolio of 20 single-tenant retail properties triple-net leased to affiliates of Dollar General Corporation, generating rental income for monthly distribution to investors. Structured as a Delaware statutory trust so investors may acquire Interests as replacement property in a Section 1031 tax-deferred exchange. Anticipated exit is a future cash sale of the Properties or, alternatively, a Section 721 UPREIT contribution.

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