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Contact: Davison Nutt
Dnutt@moodynational.com
(713) 724-5759
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Moody Village Towers, DST
Developed in 2019 and located in the growth corridor of West Houston within the prestigious Memorial Hedwig Village neighborhood, Village Towers is a Class-A mixed-use complex of office and ground level retail of iconic Houston restaurants. In a marketplace where professionals are increasingly working a hybrid schedule, Village Towers capitalizes on this trend by providing a highly amenitized building in a desirable neighborhood with upscale retail. A curtain wall of glass wraps around the towers, Azul marble sourced from Italy was used for lobby walls, and 4-inch thick granite paves the curbless sidewalk areas which provide a quality experience for office tenants and retail customers.
Fund Capital Raise:
Distribution: 6% | Assets In Fund: 3 | Rent Growth: 2% Avg. |
Minimum DST: $100,000 | Location: Houston, TX | Loan Guarantor: Brett Moody |
Minimum Cash $25,000 | Year Built: 2019 | Audited Financials: Yes |
Fund Term: 8 Years | Purchase Cap Rate: 5.2% | Transfer Agent: Internal |
Exemption: 506 (c) | Lease Term Remaining: 5-10 Years | E Sub Docs: AIX |
Fund Fees:
* Disposition Fee - 3% Gross sales price
** Reserve: A portion ($10,200,000) of the reserves were initially deposited in the form of a note from the Depositor to the Trust (the “Reserve Note”). The Depositor will be required to make monthly installment payments on the Reserve Note over a period of 4 months beginning when the Trust acquired the Project.
Key Sponsor Data:
Established in 1996, Moody National Companies is a full-service commercial real estate firm. Since the beginning, Moody National has remained focused on identifying and developing investment opportunities that offer long-term asset preservation as well as stable and predictable cash flows. Moody National Companies has managed more than $2 billion in commercial real estate and has grown to more than 1,000 employees in the last two decades.
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Headquartered in Houston, Texas, its team of dedicated real estate professionals applies financial expertise to offer clients comprehensive solutions for all real estate needs.
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Each day, The Moody Team goes the extra mile to locate the right property, make it work well, and ensure that the bottom line is always in clear view. The Team takes due diligence seriously, checking and double-checking its research, and taking significant steps to make sure that its clients’ interests are always at the forefront.
Track Record:
Capital Raise:
For Broker Dealer and Investment Advisor home office due diligence purposes only.
IMPORTANT RISK DISCLOSURE
An investment in Interests involves substantial risk including, but not limited, to the following: The Trust is speculative and prospective investors should be able to afford the loss of all or a substantial part of their investment. • There will be no public market for the Interests. • The Interests are subject to restrictions on transferability and resale and holders may have to hold their investment for an indefinite period of time. • Delaware statutory trusts are a relatively recent vehicle for real estate investment and are inflexible vehicles to own real Property. • Investors will have no voting rights or control over management of the Trust or The Village Towers (the “Property”). • There is no guarantee that investors will receive any return. • The performance of the Trust will depend on the Property’s ability to generate rent. • The property will be subject to the risks generally associated with the acquisition, ownership, financing and operation of real estate including, without limitation, environmental concerns, competition, occupancy, easements and restrictions and other real estate related risks. • An investment in the Trust will not be diversified. • The manager for the Trust (the “Trust Manager”) and its Affiliates will receive substantial compensation in connection with the Offering of Interests and operation of the Project. • The Trust Manager is a newly formed entity with no history of operations, no experience managing Delaware statutory trusts and limited capital. • An investment in the Interests involves certain tax risks. • The uncertain impact of the COVID-19 virus. • Potential adverse impacts due to inflation and rising interest rates on the Trust’s operations. • The Project was acquired from affiliates of the Trust. • There may be conflicts of interest among the Trust Manager, the master tenant and their affiliates. • Recent geopolitical conflicts and the potential for cyber attacks have created an air of uncertainty concerning the security and stability of the United States economy. See the Memorandum for more details.
The offering of Interests in the Trust will not be registered under the Securities Act of 1933 (the “Securities Act”) or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of the Securities Act and such state laws. Certain disclosure requirements which would have been applicable if the Interests were registered are not required to be met. Neither the Securities and Exchange Commission nor any other federal or state agency has passed upon the merits of or given their approval to the Interests, the terms of the Offering or the accuracy or completeness of the Memorandum.
Securities offered through Moody Securities, LLC, a member of FINRA and SIPC. The information contained herein is not an offer or a solicitation related to the sale of any securities. Such an offer or solicitation can be made only through the Memorandum, which is always controlling and supersedes the information contained herein in its entirety. The information contained herein is not to be construed as tax or legal advice, as neither Moody Securities, LLC, nor any of its associated persons are qualified tax or legal professionals. Subject to certain regulatory requirements, the information contained herein is confidential, and only for the use of its intended recipient(s).
NEITHER THE ATTORNEY GENERAL OF THE STATE OF NEW YORK NOR ANY OTHER STATE REGULATORS HAVE PASSED ON OR ENDORSED THE MERITS OF THIS OFFERING. ANY REPRESENTATION TO THE CONTRARY IS UNLAWFUL.
Not a deposit - Not FDIC Insured - Not Bank Guaranteed - May Lose Value
For Broker Dealer and Investment Advisor home office Due Diligence purposes only.
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