Provident 1031

Inwood Minerals LLC

Daniel Goodwin — Mon, 29 Jun 2026 13:43:07 +0000

Oil & GAS, ENERGY ASSETS RELATED TO OIL & GAS, & ALTERNATIVE ENERGY PROJECTS

Inwood Minerals LLC

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Inwood Minerals Executive Summary

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DST Strategy - Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity - Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment - Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry - Talk through a specific property you're considering or get strategy guidance on a current offering.

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I am an Accredited Investor

**An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). Click here for information, or details on Accredited Entities.

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Equity Offered¹:

$22,715,789

Amount Funded

Unknown

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

10 years

Sponsor:

Montego Minerals

1031 Qualified:

Yes

Type of Property:

Oil & Gas, 506(c) – Mineral Rights

Cash Flow

8-10%

Paid quarterly. The first six months have no cash flow, followed by the second six months paid at 4% annualized, then increasing to 6% annualized for all quarterly distributions thereafter.

Termination Date:

December 31, 2026

Trust Strategy

The program offers undivided direct-title interests in mineral and royalty interests across a portfolio of producing and non-producing oil and gas properties.

Investors generate positive cash flow through the sale of oil and/or gas derived from those properties, without actively participating in exploratory or developmental drilling.

Properties within the program are operated by a select group of major, established energy companies, including, but not limited to, ConocoPhillips, ExxonMobil, Diamondback Energy, Mewbourne, EOG, Chevron, and Devon, among others.

Brief

The sponsor brings extensive experience in structuring and managing this type of offering. The assets in this program are located in the Permian Basin — regarded by many as one of the most prolific and sought-after oil and gas regions in the United States. It should be noted that the sponsor has not yet purchased the underlying property.

Properties

Located in New Mexico, Texas, and Louisiana, the Permian Basin and Haynesville Shale
75,766 gross acres in 10 counties
8 Texas counties and 2 New Mexico counties
524 producing wells operated by 19 operators
Room for 252 additional wells that are currently being drilled or anticipated to be drilled

Diversified Revenue Sources

Oil
Natural Gas
Natural Gas Liquids (NGL’s)

Investment Profile

The portfolio spans 75,766 gross acres across 10 counties and 11 premier operators. Currently, this acreage has 524 producing wells, 131 active permits, 117 DUCs (drilled but uncompleted), and room for 252 additional wells to be drilled.

While there is no guarantee that additional wells will be added to the portfolio, all 10 counties are located in core areas where drilling activity is present today. It is important to note that all current and future production (i.e., drilling of wells) is at the expense of the operator, not the royalty owner.

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DST Strategy – Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity – Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment – Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry – Talk through a specific property you’re considering or get strategy guidance on a current offering.

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Estimated Production Life

Our engineering analysis supports an estimate of more than 35 years of remaining oil and gas reserves that can be produced from Inwood Minerals LLC’s properties.¹

Tax Advantages

1031 Exchange Eligible

Footnotes

Additional development figures are based on engineered PUD locations. A PUD is a proven but undeveloped well to be drilled in the future.
Investing in mineral rights ownership involves liquidity challenges due to limited market demand, regulatory restrictions, operational commitments, valuation complexities, and potential financial burdens such as transaction costs and taxes. Potential investors should thoroughly understand these limitations, evaluate their risk tolerance and investment objectives, and seek professional advice before committing. Since this investment is direct title ownership, any sale or transfer of rights typically requires the agreement of all investors, further affecting liquidity.

THE FUND’S INVESTMENT PROGRAM IS SPECULATIVE AND ENTAILS SUBSTANTIAL RISKS. MARKET RISKS ARE INHERENT IN ALL INVESTMENTS TO VARYING DEGREES. NO ASSURANCE CAN BE GIVEN THAT THE FUND’S INVESTMENT OBJECTIVES WILL BE REALIZED. THE DESCRIPTIONS CONTAINED HEREIN OF SPECIFIC ACTIVITIES, WHICH MAY BE ENGAGED IN BY THE FUND SHOULD NOT BE CONSTRUED AS IN ANY WAY LIMITING THE FUND’S INVESTMENT ACTIVITIES. SOME OF THE INFORMATION HEREIN
CONTAINS FORWARD-LOOKING STATEMENTS AND/OR HAS BEEN OBTAINED FROM THIRD PARTY SOURCES AND ALTHOUGH BELIEVED TO BE RELIANCE HAS NOT BEEN INDEPENDENTLY VERIFIED. SEE “RISK FACTORS” FOR ADDITIONAL IMPORTANT DISCLOSURES.

No Offer or Solicitation: This is neither an offer to sell nor a solicitation of an offer to buy any security. Any such offer can only be made to accredited investors by a confidential private placement memorandum and all exhibits, attachments and supplements thereto. Certain statements contained in this Presentation may constitute forward-looking statements.”

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DST Strategy – Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity – Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment – Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry – Talk through a specific property you’re considering or get strategy guidance on a current offering.

Not Sure Yet – I’d like Daniel’s expert guidance on which path fits my situation.

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Moody Med Center 2 DST

Daniel Goodwin — Sat, 11 Apr 2026 05:15:14 +0000

DST

Moody Med Center 2 DST

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DST Strategy - Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity - Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment - Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry - Talk through a specific property you're considering or get strategy guidance on a current offering.

Not Sure Yet - I'd like Daniel's expert guidance on which path fits my situation.

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Equity Offered:

$41,905,000

Amount Funded

Unknown

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

LTV:

0.00% (All Cash)

Estimated Hold Period:

10 years

1031 Qualified:

Yes

Type of Property:

506(c) – Hospitality

Termination Date

March 1, 2027

The ownership objectives of the Trust will be to (i) distribute to the holders rent, after payment of expenses, (ii) to preserve the capital of the Holders, and (iii) prepare the Project to be sold in approximately 10 years. See “Business Plan” in the Memorandum.
*There can be no assurance these objectives will be met. Distributions may consist of non-income items such as return of capital.

Location

Houston, TX

Residence Inn By Marriott Med Center

Texas Medical Center – Not Part of Offering

Residence Inn Medical Center/NRG Park

Rice University Overlooking Med Center – Not Part of Offering

Residence Inn By Marriott Med Center

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Hospitality – Houston Med Center Submarket

The Trust Manager believes that the Project has proven its stability and resilience by its solid performance after the adverse impact of the COVID-19 pandemic. According to the Submarket Report, the Med Center Submarket experienced RevPAR (revenue per available room) growth of 21.6% in 2022 driven by a combination of occupancy and ADR (average daily rate) growth of 7.4% and 13.2%, respectively. Although RevPAR growth moderately decreased in 2023 and 2024 to 13.6% and 10.4%, respectively, according to the CoStar Hospitality Market Report – Houston TX dated June 26, 2025 (the “Houston Market Report”), it still indicates a healthy growth rate as hotels continued to recover from the pandemic crisis. As hotels competed for reduced demand post-pandemic, occupancy growth decreased to 4.9% in 2023 and increased to 7.0% in 2024. This decrease in demand placed downward pressure on room rates reducing the ADR growth to 8.3% in 2023 and 3.2% in 2024.

According to the Submarket Report, over the trailing 12 months through May 2025, the Med Center Submarket experienced modest RevPAR growth of 8.8% along with occupancy growth of 4.6% and ADR growth of 4.0%. RevPAR, ADR and occupancy growth are projected to increase modestly through 2029 according to Submarket Report. In addition, the Project is expected to benefit from no new hotel room deliveries or hotel rooms under construction in 2025.

Source: CoStar Hospitality Submarket Report, Houston Medical Ctr/NRG Stadium, April 7, 2025
Source: CoStar Hospitality Market Report – Houston TX dated June 26, 2025

Area Features

Click on the area map below to enlarge:

Offering Highlights

THE RESIDENCE INN BY MARRIOTT HOUSTON MEDICAL CENTER/NRG PARK is located in the center of the largest medical complex in the world, the Texas Medical Center¹. This 16-story hotel has 182 guestrooms and opened in 2019. In addition to 4,028 square feet of meeting space, a bistro, an indoor pool, a fitness center, and laundry facilities. The Residence Inn is less than a mile from NRG Park.

1.https://www.tmc.edu/about-tmc/

* An investment in the Trust is speculative and prospective investors should be able to afford the loss of all or a substantial part of their investment. Interests are illiquid and there is no guarantee investors will be able to redeem interests. This is not an offer to sell securities. An offer to sell Class A beneficial ownership interests (the “Interests”) of Moody Med Center 2 DST (the “Trust”) may be made only pursuant to the Moody Med Center 2 DST Private Placement Memorandum, as supplemented (the “Memorandum”). The offering of Interests is being made by means of the Memorandum only to accredited investors who meet minimum accreditation requirements, as well as suitability standards as determined by a qualified broker-dealer or investment advisor. The information contained herein is qualified in its entirety by the Memorandum, including Risk Factors, and the Memorandum contains more complete information regarding an investment in Interests.

Business Plan

To read the Business Plan in its entirety, please see page 44 of the memorandum.

Market Conditions: The Trust Manager believes that Houston continues to be a strong market for hotel investment. The Project is located in the Medical Center/NRG Stadium submarket (the “Med Center Submarket”) which is anchored by the Texas Medical Center, the world’s largest medical center, and NRG Stadium, a major sports and entertainment venue. According to the the CoStar Hospitality Submarket Report – Houston Medical Ct/NRG Stadium dated June 26, 2025 (the “Submarket Report”), TMC is the Med Center Submarket’s primary demand driver as it encompasses over 60 institutions, including MD Anderson Cancer Center and Texas Children’s Hospital, bringing consistent demand from medical professionals and patients. In addition, TMC3 – Helix Park, a commercial life sciences and biotechnology research campus, is expected to inject $5.4 billion into the Houston economy and bring in a variety of new institutions and companies, according to the independent appraisal from JLL Valuation & Advisory Services dated June 18, 2025 (the “Appraisal”). The Med Center Submarket also benefits from its close proximity to numerous universities offering medical, nursing, dentistry, public health, pharmacy, and other health-related programs, Rice University, the Astrodome, the Houston Zoo, and Houston Hobby Airport. NRG Stadium and the surrounding NRG Park complex also create substantial demand spikes during major events, such as the Houston Texans’ home games and the Houston Livestock & Rodeo, potentially allowing hotels to achieve premium rates during peak periods.

Target Accounts: While the hotel maintains a strong base of key accounts related to the Med Center tenants, the area is currently experiencing tremendous growth, bringing in a variety of new firms. New additions to the area include the 350,000-SF Dynamic One at TMC Helix Park, the 250,000-SF TMC Collaborative Building, and the 520,000-SF Horizon Tower. Considering these new local developments, particularly those of the TMC3 project, management will target the following accounts for business:

Methodist Hospital
Baylor College of Medicine
Texas Children’s Hospital
Stryker
FedRooms (Government Lodging)
Accenture

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Capital Improvements

The Project was built in 2018. Under the terms of the Franchise Agreement, the Master Tenant is required to perform an extensive PIP at the Project within 12 months at an estimated cost of $3,200,000 (approximately $17,582 per guest room). The improvements will repair, replace, and freshen up the interior of the hotel, including the guest rooms and bathrooms, lobby, meeting space, common areas, breakfast area and bar, fitness center, swimming pool, and guest laundry facilities, as well as the building exterior, sidewalks, parking areas, and landscaping.

No Debt: The Project was acquired all cash, allowing the Trust the flexibility to sell the assets when market conditions peak rather than face the constraints of loan agreements.

About Texas Medical Center – (TMC)¹

TMC is the largest medical complex in the world and equivalent to the eighth-largest central business district in the United States.
TMC has 61 member medicine-related institutions, including 21 hospitals, 8 specialty institutions, 8 academic and research institutions, 3 medical schools, 6 nursing schools, and schools of dentistry, public health, pharmacy and other health-related practices.
According to the TMC website, TMC receives over 10 million patients annually and employs over 120,000 people.
TMC is home to nationally recognized hospitals, including the University of Texas MD Anderson Cancer Center and the Texas Children’s Hospital.
Research institutes include Baylor College of Medicine, University of Texas Health Science Center at Houston and the Texas Heart Institute.

1. https://www.tmc.edu/

ExchangeRight Net-Leased All-Cash 19 DST

Daniel Goodwin — Sat, 04 Apr 2026 02:33:00 +0000

DST

ExchangeRight Net-Leased All-Cash 19 DST

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PPM

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I'M ON A DEADLINE! - The 45-day clock is ticking. Get help identifying replacement options now.

DST Strategy - Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity - Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment - Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry - Talk through a specific property you're considering or get strategy guidance on a current offering.

Not Sure Yet - I'd like Daniel's expert guidance on which path fits my situation.

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I am an Accredited Investor

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I agree to all Provident 1031 Terms & Conditions

Equity Offered:

$26,950,000

Amount Funded

$26,733,907

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

10 years

LTV:

0.00% (All Cash)

1031 Qualified:

Yes

Type of Property:

DST – Master lease structure, 3 tenant net-lease

Cash Flow:

5.26%

Termination Date

March 4, 2027 , can be extended 6 months

Locations

Scottsboro, AL
Shelton, WA
Roscoe, IL

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Step 1 of 3 – What Brings You Here Today?

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I’M ON A DEADLINE! – The 45-day clock is ticking. Get help identifying replacement options now.

DST Strategy – Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity – Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment – Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry – Talk through a specific property you’re considering or get strategy guidance on a current offering.

Not Sure Yet – I’d like Daniel’s expert guidance on which path fits my situation.

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ExchangeRight’s REIT Platform Aggregation Strategy

ExchangeRight has utilized its fully scalable net lease DST and REIT platforms and deep industry relationships to aggregate a necessity-based retail and healthcare portfolio diversified by single-tenant properties; strong locations; primarily investment-grade tenants; recession-resilient industries; longterm net leases; and laddered, fixed-rate debt terms.

ExchangeRight actively acquires properties with long-term net leases primarily to essential, recession-resilient, and investment-grade tenants across its DST and REIT platforms with the goal of growing its total assets under management to $10+ billion within the next three years. ExchangeRight’s aggregation strategy is intended to leverage the significant synergies between its net lease DST and REIT platforms in order to reduce risk and enhance value through increased diversification; expand capacity to accommodate liquidity needs; unlock additional access to capital; and optimize estate planning benefits on behalf of investors across both platforms.

Past performance of the Sponsor and any past offerings does not guarantee future results. Investment, aggregation, and liquidity objectives, timing, and results are not guaranteed. Investing in this offering involves risk. Please review the PPM in its entirety so that you may understand and weigh the potential benefits and risks before making any investment decision.

Properties

Scottsboro, AL Property

50,354 Square Feet
Constructed in 2025
Tenant: Hobby Lobby Stores, Inc.
Appraised Value: $6,800,000
Acquisition Price: $6,770,000

Shelton, WA Property

68,459 Square Feet
Constructed in 1994
Tenant: Fred Meyer Stores, Inc. (Subsidiary of Kroger Co.)
Appraised Value: $14,000,000
Acquisition Price: $13,200,000

Roscoe, IL Property

3,336 Square Feet
Constructed in 2025
Tenant: Cellular Sales of Illinois, LLC (Conducting business as Verizon Wireless)
Appraised Value: $2,775,000
Acquisition Price: $2,780,545

Tenants

Fred Meyer

Investment Grade Credit Rating (BBB)
2025 Fiscal Year Revenue: $147.12 Billion
Number of Stores: 2,731

Hobby Lobby

No Publicly Rated Debt
2025 Annual Revenue: $8 Billion
Number of Stores: 1,000+

Verizon

Lease is guaranteed by Cellular Sales of Knoxville Inc., which is one of the largest retailers for Verizon Wireless
Verizon’s Financials
■ Investment Grade Credit Rating(BBB+)
■ 2025 Annual Revenue: $138.19 Billion

Financing

Bridge financing: $756,360 in costs connected to short-term financing for the acquisition of the properties

Portfolio Summary

ExchangeRight Net-Leased All-Cash 19 DST is a debt-free offering of net-leased real estate backed by historically recession-resilient tenants, with a 5.15% current cash flow from in-place lease revenue. The portfolio is focused on properties that are leased to national tenants successfully operating in necessity-based industries.

ExchangeRight is offering up to 100% of the beneficial interests in the DST to accredited investors. The Offering is designed for investors seeking to participate in a 1031 tax-deferred exchange as well as investors seeking a net-leased real estate investment on a cash basis. Though offering objectives and pro forma are based on contractual rent obligations, there is no guarantee that this offering will meet its investment objectives. Past performance of the Sponsor and any past offerings does not guarantee future results. Cash flow distribution is calculated by multiplying the targeted monthly investor distribution by 12, then dividing the result by the equity offering amount.

Tenants Financials, Lease, & Location Information

Exit Strategy

Net-Leased All-Cash 19’s exit strategy is intended to capitalize on ExchangeRight’s REIT platform and aggregation strategy by having the REIT platform acquire the DST interests. The strategy prioritizes capital preservation, stable monthly income, and ongoing tax deferral to investors through the Section 721 tax-deferred exchange. In addition to the primary goals noted above, the Sponsor targets to provide individual Owners with the following exit options:
1) complete another Section 1031 Exchange,
2) participate in a tax-deferred cash out financing targeting 20% of their total investment value to be distributed as financing proceeds and an exchange of the remaining equity interests under Section 721 of the Code, 3) participate in a tax-deferred exchange of their DST interests for ownership in an operating partnership of a REIT under Section 721 of the Code, 4) take all of their cash out on a non-tax-deferred basis, or 5) any combination of the above options. This strategy is intended to capitalize on ExchangeRight’s aggregated portfolio by providing additional diversification by property, location, tenant, industry, lease term, and debt term to investors.

Past performance of the Sponsor and its past offerings do not guarantee future results. While there can be no guarantee that the Sponsor will meet its goal or that a liquidity or exit transaction will take place within our targeted timeframe, the Sponsor intends to pursue such an exit or liquidity event if we believe that it will be in the best interest of investors. The targeted exit options are also dependent on the ExchangeRight REIT’s capital availability and are not guaranteed. Investment, exit, and liquidity objectives, timing, and results are not guaranteed.

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I’M ON A DEADLINE! – The 45-day clock is ticking. Get help identifying replacement options now.

DST Strategy – Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity – Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment – Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry – Talk through a specific property you’re considering or get strategy guidance on a current offering.

Not Sure Yet – I’d like Daniel’s expert guidance on which path fits my situation.

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NexPoint Marina DST

Daniel Goodwin — Thu, 02 Apr 2026 00:46:00 +0000

DST

NexPoint Marina DST

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Fact Sheet

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I'M ON A DEADLINE! - The 45-day clock is ticking. Get help identifying replacement options now.

DST Strategy - Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

QOZ Opportunity - Defer or eliminate capital gains by reinvesting through a Qualified Opportunity Zone fund.

Energy Investment - Explore oil, gas, and mineral rights strategies designed for current income and significant tax advantages.

Marketplace Inquiry - Talk through a specific property you're considering or get strategy guidance on a current offering.

Not Sure Yet - I'd like Daniel's expert guidance on which path fits my situation.

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Equity Offered:

$42,710,095

Amount Funded

$6,000,000

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

10 years

LTV:

0.00%

1031 Qualified:

Yes

Type of Property:

Marina DST

Cash Flow:

7.01%

Termination Date

March 31, 2027

Location

Eufola, OK | Grafton, IL

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Location Spotlight: Iconic Lake Eufaula

Eufaula Cove Marina is located on Lake Eufaula, the largest-capacity lake fully within the state of Oklahoma, covering approximately 102,000 acres of surface water and over 600 miles of shoreline, offering expansive recreational boating, fishing, cruising, and water-sports opportunities. The lake sits on the Canadian River near the city of Eufaula, with scenic reservoir vistas, sandy beaches, and abundant wildlife, making it a highly desirable destination for boaters and outdoor enthusiasts.

1. U.S. Army Corps of Engineers Report

Location Spotlight: Grafton Harbor

The “Harbor of Hospitality”

Grafton Harbor sits at one of the most iconic confluences in American waterways, where the Mississippi River meets the Illinois River. The marina occupies a central position in historic Grafton, Illinois, often referred to as the “Key West of the Midwest” due to its scenic river culture and vibrant destination appeal.

Regional Connectivity & Gateway Major Cities

Though Grafton has a small-town feel, its location offers strong regional access:

Within 45-50 minutes of downtown St. Louis
State Route 100/Great River Road links Grafton to scenic routes along the Mississippi River

The blend of remote riverfront charm with proximate urban access is rare among U.S. marina markets.

River-Town Charm⁽¹⁾

Grafton blends river-town charm with tourism amenities that elevate the overall visitor experience:

Historic downtown walking district
Grafton Winery & Brewhaus, local breweries, and floating bars
Outdoor attractions such as Pere Marquette State Park, one of Illinois’ largest state parks, with hiking, wildlife viewing, and scenic overlooks
Seasonal river tours, ziplining, and the Grafton SkyTour offering elevated views of both rivers

These amenities make Grafton Harbor more than a marina; it’s a riverfront destination with cultural and recreational depth that draws regional visitors and transient boaters alike.

1. Riversandroutes.com

Revenue Composition & Ancillary Income

The Eufaula Master Tenant generates revenue from a diversiﬁed mix of marina operations, on-site lodging, and ancillary services. This balanced revenue proﬁle supports multiple demand drivers and reduces reliance on any single source of income, leading to resilient cash ﬂow that can enhance its ability to meet its Master Lease obligations across market cycles.

MARINA SALES (~ 65% OF REVENUE)

The majority of revenue is generated from core marina operations, including long-term and transient slip rentals, boat rentals, and on-site fuel sales. These revenue streams are supported by consistently high occupancy, strong regional boating demand on Lake Eufaula, and the marina’s destination positioning on the lake.

JELLYSTONE – RV AND CABIN SITES

The Eufaula Property also includes Jellystone-branded RV and cabin accommodations, providing on-site lodging for visitors seeking extended stays. This component benefits from seasonal tourism, family-oriented travel, and lake-driven recreation, offering a complementary income stream that enhances overall guest traffic and length of stay.

ANCILLARY REVENUE STREAMS

Ancillary revenues are generated from food and beverage operations, including liquor sales, as well as merchandise and convenience retail. These offerings enhance the guest experience while capturing incremental spend from marina patrons, overnight guests, and day visitors.

1. Jellystone Park operates under a franchise agreement with an annual branding fee of $16,146

The Property Manager

New Haven Marinas¹ is a highly regarded marina management and operations company with deep expertise in delivering elevated guest experiences, enhancing asset performance, and executing effective waterfront property strategies. The Property Manager team combines extensive hands-on marina operational experience with strong regional market knowledge across key boating destinations, enabling them to successfully manage both high-volume recreational marinas and boutique destination harbors. Their comprehensive service platform includes slip management, marina hospitality, fuel operations, dock services, and ancillary revenue optimization, all supported by a centralized operational infrastructure and best practices tailored to the unique needs of coastal and inland marina environments.

NexPoint has appointed New Haven Marinas as the dedicated Property Manager for the NexPoint Marina DST portfolio, reflecting our confidence in their ability to drive consistent operations, support revenue diversification, and enhance the long-term value of these distinctive waterfront assets.

The NexPoint Approach

Based in Dallas, Texas, NexPoint is a multi-billion-dollar integrated alternative asset manager with extensive experience in structuring, acquiring, and managing institutional real estate investments.

As of December 31, 2025, NexPoint has completed approximately $22.0 billion in gross real estate acquisitions, inclusive of affiliates.

While NexPoint is in the early stages of investing in the marina sector, the firm is applying its established investment,
structuring, and asset management discipline, developed through its experience in a wide range of asset
types, alongside experienced third-party marina operators to address investor demand for differentiated, tax-advantaged
real estate offerings.

Why Marinas?

EARLY-STAGE INVESTMENT STRATEGY: NexPoint’s investment approach is centered on identifying and scaling high-quality real estate and real-asset platforms within emerging or under-institutionalized property types. In addition to established sectors such as multifamily, NexPoint has been at the forefront of investing in next-generation real estate categories including semiconductors, life sciences, self-storage, and now destination marinas. By entering these sectors early and applying institutional-grade capital, operational partnerships, and asset management discipline, NexPoint seeks to unlock long-term value, enhance asset performance, and position its platforms for sustained growth as investor demand and institutional adoption increase.

Offering Highlights

NexPoint believes this Offering presents an attractive long-term investment opportunity anchored by two established marina assets located in Eufaula, Oklahoma and Grafton, Illinois. The properties benefit from strong and durable demand for recreational boating, limited new supply of marina slips, and high historical occupancy. Each location serves as a regional destination marina, drawing both local and visiting boaters to irreplaceable waterfront sites with long-term operating histories, supporting stable cash flow and attractive risk-adjusted return potential.

Marina DSTs

Why We Believe in Marina DSTs

We believe marina DSTs represent a compelling intersection of durable demand, limited new supply, and diversified income streams within the broader real asset universe. Marinas provide essential infrastructure to the U.S. recreational boating industry, serving a growing base of boat owners who rely on long-term slip access, fueling, maintenance, and hospitality services.

Marina assets benefit from strong structural tailwinds, including constrained waterfront development, high barriers to entry, and sustained participation in recreational boating nationwide. When paired with professional management and multiple ancillary revenue sources, marinas have demonstrated the ability to generate stable cash flow with attractive downside protection.

1. 2024 U.S. Recreational Boating Statistical Abstract Report from the National Marine Manufacturers Association (NMMA) 2. Simply Marinas 2025 Marina Market Report 3. IBIS U.S. Marina Market Size – Updated December 2025 4. Federal Reserve Bank Data – 2014 to 2022, Research and Markets – Marinas in the US Report – 2023, IBIS US Marina 2025 Report – 2024

Property Summary

Eufaula Cove Marina is a full-service marina and recreational campground located along the western shore of Lake Eufaula, Oklahoma’s largest lake and a premier regional boating and tourism destination. Below are relevant details for the property:

Built in 1988, 2010
Total Slips: 459 Wet Slips
Dock System: floating dock configuration with one main dock and 11 finger docks extending into the lake
Construction: wooden decking on metal frames with polystyrene flotation; average condition with ongoing maintenance and renovations to be completed by April 2026
Utilities: each slip is equipped with individual electric and water pedestals
Services and Amenities: Fuel dock, restrooms, ship store, and on-site restaurant

Jellystone Park (On-Site Resort)¹

Cabins: 27
Average Size: about 450 SF
Total Cabin Area: About 11,700 SF
RV Sites: 21 full-hookup sites
Concrete pads accommodating RVs up to 60 feet
Retail/Operations: about 7,000 SF

Family & Recreational Amenities

Swimming pool with splash pad
Floating Obstacle Course
Mini-golf
Sand volleyball courts
Fishing pier
Two covered pavilions

Restaurants

Captain John’s | Seafood and Steakhouse
Tumbleweed’s Steakhouse on the Water

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Eufaula Cove Marina

Eufaula Cove Marina, one of the Properties held within the Offering, is a full-service destination marina located on Lake Eufaula in Eufaula, Oklahoma, the largest lake entirely within the state. The marina features an extensive dock system with a broad mix of in-water slips designed to accommodate a range of recreational boats, supported by recently refloated docks and the addition of new slips to meet strong demand.

Eufaula Cove Marina offers a comprehensive suite of amenities, including on-site fuel services, food and beverage operations, retail offerings, and marine services, positioning the property as a premier recreational hub on the lake. The Eufaula Property benefits from consistently high occupancy, strong local and regional boating demand, and multiple ancillary revenue streams, reinforcing its status as a well-established, highly utilized waterfront destination.

While the Property is a newly constructed community featuring desirable amenities and modern unit finishes, the Administrative Trustee believes there is potential upside in adding new amenities, enhancing existing ones, and upgrading unit interiors. These improvements are intended to increase the Property’s overall appeal and may contribute to improved property performance. The Administrative Trustee has reserved funds it believes are sufficient to support the planned capital improvements, along with a 10-year capital budget designed to cover necessary expenditures for proper upkeep of the community throughout the anticipated 10-year hold period.

Situated on Lake Eufaula, the largest lake entirely within Oklahoma, offering expansive boating, fishing, and recreational appeal.

Grafton Harbor

Grafton Harbor is a full-service destination marina located along the northern shore of the Mississippi River, near its confluence with the Illinois River, one of the most trafficked and iconic boating corridors in the United States. Positioned approximately 38 miles north of the St. Louis metropolitan statistical area (“STL MSA”), the Grafton Property serves as a highly visible and accessible stop for regional and transient boaters navigating the Mississippi–Illinois River system.

The Grafton Property beneﬁts from strong tourism demand, limited competitive supply, and a reputation as a premier hospitality-oriented marina position throughout the investment period.

Property Features:

Built in 2006, Renovated in 2019
Total Slips: 252 covered wet slips and 25 jet ski slips
Dock System: floating dock configuration constructed with concrete and composite decking over polystyrene floats, supported by a metal frame
Slip Features: electric, water, and sewer hookups at each slip with steel frame and roof covers over dock slips
Amenities: fuel dock with two pumps and a floating swimming pool

Boating Corridor Significance

Grafton Harbor is uniquely situated within a famous multi-river boating loop, allowing boaters to travel interconnected stretches of the Mississippi, Illinois, and Missouri Rivers. This routing has made Grafton a must-stop destination for long-distance cruisers and seasonal river traffic, reinforcing consistent demand for transient and long-term slips. Few marinas offer comparable river access, scenery, and proximity to onshore dining and entertainment.

The Harbor of Hospitality

Grafton, Illinois — known as the “Key West of
the Midwest” — embodies the quintessential
American river town, where scenic beauty, rich
history, and vibrant hospitality converge at the
conﬂuence of the Mississippi and Illinois Rivers.
The town’s main industry is tourism, and its
riverfront location draws visitors seeking a blend of
outdoor recreation, culinary experiences, boutique
shopping, and cultural attractions, just 38 miles
north of the STL MSA.

Waterfront Dining – Grafton Oyster Bar
Grafton’s riverfront is home to multiple restaurants, including Grafton Oyster Bar, offering indoor and outdoor seating with panoramic views of the Mississippi and Illinois Rivers, creating a vibrant day-to-night dining atmosphere for boaters and visitors alike.

Wineries & Tasting Rooms
The area features several wineries, including the iconic Grafton Winery & Brewhaus and a floating winery experience, allowing guests to enjoy wine tastings directly on the water—an experience rarely found in inland marina markets.

Craft Breweries & Live Music
Local breweries and music venues contribute to Grafton’s lively entertainment scene, with seasonal live music, festivals, and weekend events drawing regional visitors by both land and water.

Historic Main Street Shopping
Grafton’s walkable Main Street is lined with boutique shops, galleries, and specialty stores, offering visitors a charming small-town retail experience just steps from the harbor.

River Cruises & Boating Culture
Sightseeing cruises, leisure boating routes, and transient slip access make Grafton a popular stop along the Mississippi–Illinois River system, reinforcing its role as a social and recreational boating hub.

Outdoor Recreation & Scenic Attractions
Located near Pere Marquette State Park, visitors enjoy hiking, biking, wildlife viewing, and bluff-top overlooks, complementing the marina experience with year-round outdoor activities.

Proximity to Major Metro Area
Situated approximately 38 miles north of the STL MSA, Grafton benefits from strong day-trip and weekend visitation while maintaining a distinct destination identity.

1. Travelandtime.com

Starboard Bradley DST

Daniel Goodwin — Mon, 30 Mar 2026 18:49:00 +0000

DST

Starboard Bradley, DST

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Equity Offered:

$22,570,000

Amount Funded

Pending

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

10 years

1031 Qualified:

Yes

Type of Property:

506(c) Multifamily – Garden -Style / Low Rise

LTV

46.09%

Cash Flow:

4.41%

Termination Date

January 31, 2027

Location

Richland, WA

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The Property: Community Details

Description⁽¹⁾

Year Completed: 2024
Unit Count: 144 Units
Net Rentable SF: 105,516 SF
Gross Building Area: 133,179 SF
Average Unit Size: 733 SF
Site Size: 4.56 Acres
Density: 31.6 Units/Acre

Construction⁽¹⁾

Foundation: Concrete slab on Grade
Framing: Wood frame
Exterior Walls: Wood siding
Roof Type: Gabled
Roof Cover: Composition Asphalt Shingles

Parking⁽¹⁵⁾

Regular Spaces: 205
Handicap: 8
Motorcycle: 4
Total Spaces: 217
Parking Ratio: 1.55 Spaces/Unit

Amenities

Community Amenities^{(1) (14)}

Clubhouse
Swimming Pool
BBQ/Picnic Area
Conference Room
Fitness Center
Pet Spa
On-Site Leasing Office

Apartment Amenities^{(1) (14)}

Quartz Counter Tops
Wood Cabinetry
Stainless Steel Appliances
Faux Wood Flooring
In-Unit Laundry
Pantry/Linen Closet
Select Units with Walk-In Closets
Patio/Balcony with Storage Unit

Studio

1 Bedroom, 1 Bath

2 Bedrooms, 2 Baths

Only three of six floor plans are shown above.

Offering Summary

Starboard Bradley DST is offering accredited investors the opportunity to acquire interests in a Delaware statutory trust that owns the multifamily, garden style, low rise apartment community known as “The Banks on Bradley.”

Completed in 2024, this 144-unit Class A property is located in Richland, Washington, and features an array of
amenities and high end improvements.

Starboard closed escrow on November 26, 2025.

Investment Highlights

The Property ^{(1) (14)}

Recently constructed, garden-style, low-rise apartment community.
144 total units consisting of a mix of studios, 1- and 2-bedroom apartments.
Units feature: quartz counter tops, wood cabinetry, stainless steel appliances, faux wood flooring, in-unit laundry, pantry/linen closet, select units with walk-in closets, and patio/balcony with storage unit.
Property amenities include: a clubhouse, swimming pool, BBQ/picnic area, conference room, fitness center, pet spa, and on-site leasing office.

The Highlights

Kennewick-Richland Metropolitan Statistical Area boasts a median household income of $87,523, or 10.69% higher than the national median household income. (1)
The historic population growth of the MSA has been strong, with 19.85% growth from the 2010 census to the 2020 census, and the population is projected to grow at an annual rate of 1.0% from 2024 to 2029. (1)(2)
The Property is situated near the region’s second-largest employer, Kadlec Regional Medical Center, which provides residents with access to healthcare and relatively stable healthcare-related employment opportunities. (2)
The Hanford Site Cleanup Project, along with its affiliated research and development activities, provides a stable foundation for the regional economy. Under the legally binding Tri-Party Agreement, the federal government commits billions of dollars in funding to meet specific cleanup milestones. (7)

In -place rent increases by 5.5% every three years over the lease term.

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The Business Plan ^**

The Trust is offering accredited investors the opportunity to acquire interests in
a Delaware statutory trust that owns the multifamily community known as “The Banks on Bradley.” Completed in 2024, this 144-unit property is located in Richland, Washington, and features an array of high-end amenities. The Property offers residents spacious contemporary living across a mix of studio, 1-, and 2-bedroom floor plans. Unit amenities include quartz countertops, wood cabinetry, stainless steel appliances, faux-wood flooring, in-unit laundry, a pantry/linen closet, select units with walk-in closets, and a patio/balcony with storage unit.⁽¹⁾

The Manager plans to implement two potential strategies to enhance revenue at the Property. First, a Mid-Term Rental Program may be introduced through a partnership with Landing, a national flexible-living platform that works with multifamily owners to operate fully furnished, turn-key units under a membership-based model. Partnering with Landing could provide operational ease and the potential for premium rents with limited upfront capital expenditure.

A potential risk is that the DST may be obligated to pay platform fees even if units remain unleased. However, this risk may be mitigated if the Manager elects to use reserved capital expenditure funds to purchase the required furniture, thereby reducing ongoing costs.

Second, the Manager intends to offer a Proprietary Protection Plan, in lieu of traditional renters’ insurance, through a partnership with Virtus. This plan is expected to be competitively priced and provide residents with $5,000 to $15,000 of personal property protection and a damage waiver of up to $100,000. This initiative is expected to generate meaningful net revenue for the property, as the plan’s cost is projected to be substantially lower than the premium charged.

The Manager, Starboard Management Services LLC, a Delaware limited liability company and an affiliate of the Sponsor, is responsible for managing, operating and maintaining the Property. The Manager has subcontracted its property management duties to the Sub-Manager, Avenue5 Residential, an unaffiliated third-party property management firm. Headquartered in Seattle, WA, Avenue5 manages more than 750 multifamily properties comprising 150,000 units nationwide.⁽⁴⁾

**There is no assurance that the Trust will be successful in executing the Business Plan or achieving the described objectives.

The Location

The Property is strategically located near Richland’s city center, directly across the street from the Columbia River, offering both urban convenience and scenic natural surroundings. Its immediate proximity to the river provides residents with easy access to outdoor recreation, including kayaking, paddleboarding, and riverside trails.

Just north of the Property lies Howard Amon Park, a popular riverfront destination featuring walking paths, playgrounds, green space, and a public dock on the Columbia River. The park’s waterfront access further enhances the recreational appeal of the location, making it an ideal setting for active lifestyles.

The Property is also situated near Kadlec Regional Medical Center, which is one of the region’s largest employers with over 4,200 employees.⁽²⁾

As a major healthcare hub, Kadlec offers access to healthcare and relatively stable medical employment opportunities.

For families, the Property is conveniently located near Lewis and Clark Elementary School and Richland High School, both of which are highly rated public schools with GreatSchools ratings of 8/10 and 7/10, respectively.⁽³⁾

Access to quality education further enhances the Property’s appeal to long-term renters.

Sources

Colliers Valuation & Advisory Services – Appraisal Report – Dated 2025.11.05
TRIDEC – Tri-Cities Fact Sheet – Accessed 2025.12.03
Apartments.com – 355 Bradley Blvd, Richland, WA 99352 – Accessed 2025.12.04
Avenue5 – General Capabilities Highlights – Dated November 2025
Avenue5 – Regional Overview – Dated 2025.12.05
Hanford Site – Understand the PAST – Accessed 2025.11.2025
Washington State Department of Ecology – More than $3 billion approved for Hanford Site – Dated 2024.03.11
RealPage & CoStar – Combined RG and Occ Projections Accessed – 10.13.25
RealPage – Market Supply & Demand – Accessed 2025.11.14
Cari McGee – Tri-Cities WA Statistics and Information – Accessed 2025.12.04
BLS – American Community Survey 2024 – Accessed 2025.12.04
Visit Tri-Cities – Guide to the City of Richland WA – Accessed 2025.12.03
Visit Tri-Cities – Top Things to Do in the Tri-Cities – Accessed 2025.12.05
Consulting Solutions Inc.- Property Condition Report – Dated 2025.09.26
BLEW – ALTA Survey – Dated 11/25/2025
Federal Reserve of St. Louis – FRED Kennewick-Richland GDP – Accessed 2025.11.18
BLS – Kennewick-Pasco-Richland, WA Economy at a Glance – Accessed 2025.11.18
Avenue5 – Pipeline Tri-Cities – Dated October 2025

Sealy Industrial I, DST

Daniel Goodwin — Mon, 30 Mar 2026 18:03:00 +0000

DST

Sealy Industrial I, DST

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Equity Offered:

$40,468,388

Amount Funded

$12,568,388

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

11 years

LTV:

0.00% (All Cash)

1031 Qualified:

Yes

Type of Property:

DST / Industrial Distribution Center

Distributions:

Monthly

Termination Date

December 31, 2026

Location

Indianapolis, IN

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Tenant Overview¹

Pioneer Hi-Bred International, Inc. is a leading player in the global agricultural sector, specializing in the development and provision of advanced seed technologies. This division focuses on delivering high-yield, resilient crop seeds, including corn, soybeans, and wheat, to farmers around the world, aiming to enhance productivity and sustainability in agriculture.

Corteva Agriscience (NYSE: CTVA) is a global leader in agricultural science, focusing on developing seeds and crop protection solutions to enhance farm productivity. The Corteva Agriscience segment plays a crucial role in advancing sustainable agriculture worldwide.

Founded in 2019
23,000 Global Employees
$17.2 Billion Sales
$941 Million Net Income
10 Million Farmers Served Globally
A- Standard & Poor’s Rating

For Financial Professional and Accredited Investor Use Only. Not for Public Distribution.

1. Newmark Confidential Offering Memorandum, February 2025

Executive Summary

The asset is comprised of a Class A +/-300,000 SF institutional-quality, climate-controlled distribution warehouse situated on 30 acres. The tenant, Pioneer Hi-Bred, is a 100-year-old, wholly owned subsidiary of Corteva Agriscience, a global leader in agricultural science.

For Financial Professional and Accredited Investor Use Only. Not for Public Distribution.

This communication is neither an offer to sell nor a solicitation of an offer to buy any securities.

1. See PPM for additional details.

2. The projected year-one cash-on-cash return of 4.81% is an illustrative, non-guaranteed estimate based on the Sponsor’s current assumptions and financial modeling. Projections are inherently speculative, subject to change, and should not be relied upon as a prediction of actual performance. Investors may receive less than projected or no return, and may lose some or all of their investment

Investment Highlights

11 Year WALT

Long-term lease with extension options.

5.5% Rent Escalations

In -place rent increases by 5.5% every three years over the lease term.

4.81% Year 1 Return²

Cash-on-cash return is modeled at
4.81% for year one.

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Cove Essential Net Lease Industrial 114 DST

Daniel Goodwin — Mon, 23 Mar 2026 16:30:00 +0000

DST

Cove Essential Net Lease Industrial 114 DST

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Equity Offered:

$12,126,736

Amount Funded

$2,000,000

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

5 years

LTV:

0.00% (All Cash)

1031 Qualified:

Yes

Type of Property:

DST / Industrial Distribution Center

Termination Date

February 5, 2027

Location

Mobile, AL

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Investment

Prime Port & Logistics Location

The property benefits from proximity to the Port of Mobile, which was ranked as the second fastest growing port in the nation over the past decade (Forbes/Yahoo*). The port’s strategic positioning allows distributors to reach approximately 50% of the U.S. population within 48 hours of cargo arrival. As of 2025, the Alabama Port Authority is nearing completion of a significant deepening and widening initiative that will make Mobile the deepest port on the Gulf Coast. This infrastructure enhancement is expected to materially improve vessel capacity, global trade access, and long-term regional economic growth potential.*

Strategic Interstate Access

The asset is positioned directly along Interstate 65 (I-65) with immediate connectivity to Interstate 10 (I-10)—two of the most critical freight corridors in the United States. I-65 provides a primary north–south route linking Mobile to the Midwest, while I-10 spans more than 2,400 miles across the southern U.S. from California to Florida. The location also offers efficient access to key transportation nodes, including the Brookley Aeroplex and Mobile International Airport.*

Best-in-Class Operator: Frito-Lay / PepsiCo

Frito-Lay, a division of PepsiCo, continues to be a cornerstone of the U.S. snack food market with
iconic brands including Lay’s, Doritos, Fritos, Cheetos, Tostitos, Sun Chips, and Ruffles. For the trailing twelve months ending in 2025, PepsiCo reported approximately $92.4 billion in net revenue, reflecting modest growth year-over-year. While segment-level disclosures specific to Frito-Lay North America’s full 2025 revenue are not yet reported publicly, PepsiCo’s overall revenue growth underscores the ongoing contribution of its snacks business and the resilience of its global portfolio.*

Source: https://www.macrotrends.net/stocks/charts/PEP/pepsico/revenue

Source: https://www.yahoo.com/news/port-mobile-ranked-2nd-fastest-230332888.html Source: https://finance.yahoo.com/news/pepsico-q3-earnings-revenues-beat-170300432.html?utm_

* Past performance does not guarantee future results. Source: Offering Memorandum

* The date of this Private Placement Memorandum is February 6, 2026.

* Please note that there is no guarantee that this exit strategy will be utilized. Please note that this is no guarantee for a profitable exit or sale of any real estate investment offering. Diversification does not guarantee profits or protection against losses.

Arial Map

Click on the images below to enlarge:

Executive Summary

This offering represents a build-to-suit development for Frito-Lay, which previously operated from an older, former facility it had leased for over 20 years. The tenant strategically relocated closer to the interstate network to reduce transportation times across existing delivery routes and to support anticipated growth along the surrounding logistics corridor. In addition to serving as a core distribution node, this facility has been designed to function as a regional training center for other Frito-Lay operations across the Southeast—evidenced by a dedicated training room and approximately 50 front-of-building employee parking spaces, materially above typical requirements for comparable facilities. *

* The date of this Private Placement Memorandum is February 6, 2026.

* Past performance does not guarantee future results. Source: Offering Memorandum

*Please note that there is no guarantee that this exit strategy will be utilized. Please note that this is no guarantee for a profitable exit or sale of any real estate investment offering. Diversification does not guarantee profits or protection against losses.

Investment Highlights

Brand-New, Highly Functional Industrial Facility

The property consists of a newly constructed ±23,018 square-foot distribution warehouse situated on ±4.70 acres (approximately 11.23% building-to-land coverage). The facility operates as a Product Exchange Center and is designed with 16 dock-high doors, one grade-level door, and ample secured yard space for truck maneuvering and parking. The low site coverage also provides future expansion optionality, enhancing long-term functional relevance.*

Long-Term Net Lease Structure

Frito-Lay has executed a 10-year net lease, which commenced in May 2025. The lease structure shifts specific operating expenses to the tenant and includes annual rent increases, providing the potential for durable cash flow with built-in inflation protection backed by a global, best-in-class operator.*

Brand New 2025 Construction which serves as a Product Exchange Center for Frito Lay/Pepsi Co.
±23,018 Rentable Square Feet
10 Year Net Leased Asset that Commenced in May 2025
Strategic Interstate Access – Positioned directly along Interstate 65 and in close proximity to Interstate 10
Prime Port Location – The Port of Mobile ranks as the Second Fastest Growing Port in the Nation Over the Past Decade (Forbes/Yahoo)*
Sponsor Co-Investment – The Cove Capital Principals are Investing Their Own Dollars into the Offering
All-Cash/Debt-Free DST Offering
Tax-Optimized Cost Segregation Report Available to Investors Seeking Enhanced Tax Efficiencies*
721 Exchange Exit Strategy Potential with FULL Investor Optionality: a Key Differentiator Amongst 721 UPREIT DST Offerings*

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About PepsiCo. & Frito-Lay

PepsiCo, Inc. (“Pepsi”) is the parent company for both Rolling Frito-Lay Sales, LP and Frito-Lay North America, Inc. PepsiCo, Inc is a leading global food and beverage company with a complementary portfolio of brands including Frito-Lay, Gatorade, Pepsi-Cola, Quaker, Tropicana, and SodaStream.

Through operations, authorized bottlers, contact manufacturers and other third parties, the company makes, markets, distributes, and sells a wide variety of convenient beverages, foods and snacks, serving customers and consumers in more than 200 countries and territories.

PepsiCo generated more than $91 billion in net revenue in 2024 and has a product portfolio that includes 23 brands with estimated annual retail sales of more than $1 billion each. The company was founded in 1898 and is headquartered in Purchase, New York.

Frito-Lay North America, Inc.

Frito-Lay North America, Inc. is the branded food and snack business unit of PepsiCo (NYSE: PEP). Frito-Lay North America sells and distributes its snack foods in Canada and the U.S. Snacks include Lay’s and Ruffles potato chips, Doritos tortilla chips, Cheetos snacks, Tostitos tortilla chips, and branded dips, Sun Chips multigrain snacks, and Fritos corn chips. FLNA’s branded products are sold to independent distributors and retailers. In addition, FLNA’s joint venture with Strauss Group makes, markets, distributes, and sells Sabra refrigerated dips and spreads.

* The date of this Private Placement Memorandum is February 6, 2026.

* Past performance does not guarantee future results. Source: Offering Memorandum

*Please note that there is no guarantee that this exit strategy will be utilized. Please note that this is no guarantee for a profitable exit or sale of any real estate investment offering. Diversification does not guarantee profits or protection against losses.

NexPoint Oasis DST

Daniel Goodwin — Sun, 22 Feb 2026 07:19:33 +0000

DST

NexPoint Oasis DST

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DST Strategy - Complete your 1031 Exchange through a DST for passive ownership in institutional-grade real estate.

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Untitled*

I am an Accredited Investor

Untitled*

I agree to all Provident 1031 Terms & Conditions

Equity Offered:

$46,331,389

Amount Funded

$

Minimum Investment:

$100,000

Opened for:

DST, 1031 Exchange

Estimated Hold Period:

—

1031 Qualified:

Yes

Type of Property:

DST

Cash Flow

%

Paid quarterly. The first six months have no cash flow, followed by the second six months paid at 4% annualized, then increasing to 6% annualized for all quarterly distributions thereafter.

Location

Orlando, FL

Offering Highlights

NexPoint believes this Offering presents an attractive long-term investment opportunity in the Orlando metropolitan statistical area (“MSA”). The Offering is supported by strong population growth and housing demand, stable and rising household incomes, and proximity to world-renowned retail and
entertainment destinations – all within one of the most visited and dynamic cities in the United States.

* The Total Acquisition Cost includes the down payment for the Property, Loan-Related Costs, certain Lender Reserves, certain Trust-controlled reserves, the Facilitation Fee, and Other Closing Costs.

** Lender Reserves refers to the Replacement Reserve and the Imposition Reserve which were required by the Lender.
Please review the entire Private Placement Memorandum (“PPM”) of NexPoint Oasis DST (the “Trust”) prior to investing. This material
does not constitute an offer to sell. Reference is made to the PPM for a statement of risks and terms of the offering (the “Offering”) of
the Interests. The information set forth herein is qualified in its entirety by the PPM. All potential Purchasers must read the PPM and
no person may invest without acknowledging the receipt and complete review of the PPM.

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U.S. Energy Private Capital III LP

Daniel Goodwin — Sun, 22 Feb 2026 04:25:00 +0000

OIL & GAS, ENERGY ASSETS RELATED TO OIL & GAS, & ALTERNATIVE ENERGY PROJECTS

US Energy Private Capital III LP

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I agree to all Provident 1031 Terms & Conditions

Equity Offered¹:

$50,000,000

Amount Funded

$

Unit Size^2,3:

$100,000

Opened for:

Cash Distributions, Divestitures and Reinvestment, Liquidity, Cash Flow, Passive Income, Depreciation Tax Deductions, Depletion Allowance, Tax Deductions for Intangible Drilling Costs if the Partnership particpates in the drilling of new wells

Estimated Hold Period:

—

1031 Qualified:

No

Type of Property:

Oil & Gas, Assets related to Oil & Gas, and potentially Alternative Energy Projects

Cash Flow

%

Paid quarterly. The first six months have no cash flow, followed by the second six months paid at 4% annualized, then increasing to 6% annualized for all quarterly distributions thereafter.

Location

—

Target Investor Distribution Schedule

WITH THE POTENTIAL OF SCHEDULE DISTRIBUTIONS⁷

Distributions will only be made from earnings and are paid on a quarterly basis. Special or additional distributions may be made if deemed appropriate. If the actual distributions for a
quarter are less than the Target Distribution, the difference will not be accumulated and paid at a
later date.

The Private Capital fund intends to follow The Cash Distribution Policy included in the PPM, which establishes a target distribution for Limited Partners, which also may be the maximum distribution they will receive, as follows:

Each Limited Partner will be eligible to receive a pro rata distribution made with respect to the quarter in which such Limited Partner is admitted, determined by dividing the number of days in which the Limited Partner was admitted to the Limited Partnership during the applicable quarter, by the total number of days in the applicable quarter, and multiplying that percentage against the full quarterly distribution that the Limited Partner would otherwise receive were they eligible for a full distribution.
The investors annualized distribution will be an amount up to, but not to exceed, twelve percent (12%) annualized.

Investment Objectives

The Partnership’s principal investment objectives are to invest its subscription proceeds in energy related assets to generate cash flow and positive returns.

Potential Tax Benefits

Depletion Allowance
Depreciation Tax Deductions
Tax Deduction for Intangible Drilling Costs if the Partnership participates in the drilling of new wells

Objectives Include

Cash Distributions
Divestitures and Reinvestment
Liquidity Acquisitions
Cash Flow
Passive Income

Partnership Reinvestment⁷

Cash flow in excess of funds required for operations and investor distributions may be
invested in the acquisition of, or investment in, additional assets.

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Distribution Re-Investment Program⁸

Investors may elect to have their quarterly
distribution of up to 12% applied to the purchase of
additional units to increase their ownership in the
fund. No sales commissions, fees or other amounts
will be paid on units purchased through the
Distribution Re-Investment Program (DRIP).

Footnotes

Subject to increase to, in the Managing General Partner’s sole discretion, up to no more than $100,000,000/1,000 Units. The closing date is March 31, 2025, subject to extension to no later than September 30, 2025.
The minimum subscription is one unit; however, partial units may be accepted in the managing general partner’s discretion. Larger subscriptions will be accepted in $1,000 increments. (See “Terms of the Offering” in the Private Placement Memorandum).
Except in certain instances described in the Private Placement Memorandum, 8.0% of the amount invested will be applied to the payment of the following fees and commissions: a dealer-manager fee of 1.5%; a sales commission of up to 5.5%; a due diligence fee of 0.5%; and a marketing fee of 0.5%. Other organization and offering costs, once known, will be billed to and paid by the Partnership.
You are encouraged to seek independent tax advice prior to investment. Unrelated business taxable income (UBTI) is income regularly generated by a tax-exempt entity by means of taxable activities.
See “Suitability Standards” in the Private Placement Memorandum.
There can be no guarantee that the investment objectives will be attained.
The Partnership will only distribute those funds which the Managing General Partner does not believe are necessary for the Partnership to retain. Distributions, if any, will be made in accordance with the Partnership’s Cash Distribution Policy. Also, funds will not be advanced or borrowed for distribution purposes nor will subscription proceeds be used for such purpose. Any cash distributions from the Partnership to the Managing General Partner will only be made in conjunction with distributions to you and the other investors and only out of funds properly allocated to the Managing General Partner’s account. See “Distributions” in the Private Placement Memorandum.
See “Distribution Re-Investment Program” in the Private Placement Memorandum.
See “Prior Activities” in the Private Placement Memorandum. It should not be assumed that you and the other investors will experience returns, if any, comparable to those experienced by investors in the prior programs.

¹ Therefore, prospective investors should bear in mind that this is a target return rather than actual returns, and the Fund may experience substantial loss and there can be no assurance that the Fund’s target returns will be achieved. The target returns established by the Fund take into consideration a variety of assumptions, and there is no guarantee that the assumptions upon which the target returns are based will materialize. In particular, the target return set forth herein is based on the following assumptions: (1) the Property owners obtaining appropriate permanent financing upon the stabilization of the Property and (2) the occurrence of an exit event following a 10-year hold period for each Property. The target return (or internal rate of return) will be calculated using the XIRR function of the Microsoft Excel program (or its functional equivalent) to calculate a discount rate for the hold period at which the sum of (a) the present value of all capital contributions invested by the Fund for the Property and (b) the present value of all funds available for distribution from the Property, equals zero.

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S2K Charlotte Multifamily OZ Fund

Daniel Goodwin — Sat, 21 Feb 2026 07:53:03 +0000

QOZ FUND

S2K Charlotte Multifamily OZ Fund

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Untitled*

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Equity Offered:

$55,000,000

Amount Funded

$

Minimum Investment:

$100,000

Opened for:

Capital Gains Deferment, Tax-Efficient Income, 5 year deferral of federal capital gains taxes, Tax-Free Growth after 10 years

Estimated Hold Period:

5-10 Years

1031 Qualified:

No

Type of Property:

QOZ Fund

Cash Flow

%

Paid quarterly. The first six months have no cash flow, followed by the second six months paid at 4% annualized, then increasing to 6% annualized for all quarterly distributions thereafter.

Location

Charlotte, NC

Charlotte Market Overview

Source: A Global Hub – The Charlotte Region – Charlotte Regional Business Alliance

Investment Objectives

The investment objective of the Fund is to generate attractive risk-adjusted returns (through operating cash flow and capital gains) through the development of a Class-A market rate multifamily project located at 4101 Greesnoro Street, Charlotte, North Carolina on approximately 10-1cre site designated as a “Qualified Opportunity Zone” by the Secretary of Treasury. The Sponsor’s intended business plan is to develop the Property with approximately 750 residential units. A portion of the Property may also include retail properties, thereby reducing the number of residential units.

The Fund intends to generate such attractive returns from the combination of the long-term growth potential of the Property and the federal income tax benefits (“Opportunity Zone Tax Benefits”) that may be available to investors pursuant to the Tax Cuts and Jobs Act (“TCJA”), codified as Sections 1400Z-1 and 1400Z-2 of the Internal Revenue Code of 1986, as amended (“Code”). The Fund will target a net mid-teen annual compounded internal rate of return on its investment over a minimum ten year anticipated holding period, a portion of which is expected to be comprised of current income, after the Fund’s payment of fees, expenses (including the Asset Management Fee to the Investment Adviser) and allocating Carried Interest to the Sponsor. The Sponsor believes that this targeted internal rate of return reflects, in part, the measure of risk that the Fund will be taking with respect to the Property.¹

The Fund’s sole investment is expected to be a single-purpose entity (the “SPV”), which will acquire the land, construct, and will seek to manage the Property as a Qualified Opportunity Zone Business. The SPV will acquire the Property pursuant to a purchase agreement with Sugar Creek Ventures, LLC (the “Seller”) which prior to the acquisition owns 100% of the Property.

While the Sponsor believes that the Fund’s investment objective is compelling, there can be no assurances that such investment objective will be achieved.

Property & Location Description

The Property is located in the NODA area of Charlotte, 10 minutes from Uptown Charlotte and
500 yards from the Sugar Creek Light Rail Station. NODA is one of the most actively growing
areas, and within short walking distance of the Sugar Creek Light Rail station, providing access to
Uptown Charlotte, South End, and UNC Charlotte.

The popular NODA area has extensive dining, arts, and entertainment options. Charlotte is the
15th most populous city in the United States and the 23rd largest Metropolitan area in the United
States. Charlotte’s economic and job growth is one of the fastest in the US with only a 4.3%
unemployment rate.²

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Transportation

The property is located along the new commuter light rail line; the Sugar Creek Station stop is located less than half a mile south of the property along Raleigh Street. The station is centrally located (within the Blue line), 6 stops from the Charlotte Transportation Center (located in Charlotte’s Central Business District) and 5 stops from UNC Charlotte (with a total enrollment of over 30,000 students).

Transportation in the NoDa area is primarily by way of private automobiles. In addition,
the Charlotte Area Transit System (CATS) operates local and express buses, neighborhood shuttles, vanpools and carpools, and specialized transportation services for special needs customers. CATS is also in the process of building a rapid transit system that will integrate bus, light rail, and commuter rail service into a comprehensive public transportation system.

The first leg of the light rail system (LYNX Blue Line) was completed in 2007. The plan is to eventually have five lines travel throughout the Charlotte area. The $427 million Blue Line
extends approximately ten miles from Charlotte’s CBD to Pineville. The northernmost station is located at Seventh Street, and the southernmost station is located just north of Interstate 485/South Boulevard Interchange. In 2013, construction began on a nine-mile extension of the Blue Line from Seventh Street to the University of North Carolina at Charlotte campus and service on the new extension commenced in March 2018. The Sugar Creek Station is located one block to the south of the property.

In addition to LYNX, construction on the first leg of a streetcar system began in early 2013.
The initial 1.5-mile segment runs from Novant-Presbyterian Hospital to the transportation center uptown. Service began in July 2015. The long-term plan for the streetcar system is for a 10-mile line running from the Rosa Parks Place Community Transit Center on Beatties Ford Road to Eastland Mall on Central Avenue. At completion, the streetcar line will have 34 stops.

Charlotte Douglas International Airport is located approximately 11.9 miles southwest of the subject neighborhood. CLT ranks seventh in the world based on the volume of airport activity (705 departures per day) and is the 10th-largest airport in the nation based on total passenger movement (45.9 million passengers).

In addition to air travel, Amtrak provides regional and national train service. Regional and national bus service is available, as well.

Disclosure

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Provident 1031

Inwood Minerals LLC

Inwood Minerals LLC

Step 1 of 3 - What Brings You Here Today?

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Equity Offered1:

$22,715,789

Amount Funded

Unknown

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

Estimated Hold Period:

10 years

Sponsor:

Montego Minerals

1031 Qualified:

Yes

Type of Property:

Oil & Gas, 506(c) – Mineral Rights

Cash Flow

8-10%

Paid quarterly. The first six months have no cash flow, followed by the second six months paid at 4% annualized, then increasing to 6% annualized for all quarterly distributions thereafter.

Termination Date:

December 31, 2026

Trust Strategy

Brief

Properties

Diversified Revenue Sources

Investment Profile

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Estimated Production Life

Tax Advantages

1031 Exchange Eligible

Footnotes

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Moody Med Center 2 DST

Moody Med Center 2 DST

Step 1 of 3 - What Brings You Here Today?

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Equity Offered:

$41,905,000

Amount Funded

Unknown

Minimum Investment:

$100,000

Opened for:

Cash Investors & 1031 Exchange

LTV:

0.00% (All Cash)

Estimated Hold Period:

10 years

1031 Qualified:

Yes

Type of Property:

506(c) – Hospitality

Termination Date

March 1, 2027

Location

Houston, TX

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Hospitality – Houston Med Center Submarket

Area Features

Offering Highlights

Business Plan

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Capital Improvements

About Texas Medical Center – (TMC)1

ExchangeRight Net-Leased All-Cash 19 DST

ExchangeRight Net-Leased All-Cash 19 DST

Step 1 of 3 - What Brings You Here Today?

Equity Offered¹:

About Texas Medical Center – (TMC)¹

Scottsboro, AL
Shelton, WA
Roscoe, IL