Lakeshore Medical Office DST

Summary

Beneficial interests in a Delaware Statutory Trust owning three medical office buildings near Milwaukee, 100% leased to a regional hospital system on long-term net leases.

Highlights

Qualifies as like-kind replacement property under Rev. Rul. 2004-86
Non-recourse loan at 48% LTV; investors carry no personal liability
Debt allocation helps exchangers replace debt from the relinquished property
Monthly distributions, no investor management duties

Key terms

Offering type	Rule 506(c), Regulation D
Structure	DST (Delaware Statutory Trust)
Target return	5.6% year-one cash yield
Minimum investment	$100K
Raise size	$32M
Term	7 to 10 yrs
Distributions	Monthly
Final close	Nov 15, 2026
1031 exchange	Sponsor states this offering qualifies as like-kind replacement property
Loan-to-value	48%, fixed rate, 10-yr term
Debt allocated per $100K equity	$92K
Upfront load	About 9% (commissions, offering and acquisition costs)
Investor cap	Up to 499 beneficial owners

Risks

Private placements are illiquid, speculative, and may lose some or all of the capital invested. Targets are not guarantees. Read the Private Placement Memorandum in the data room before investing.