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Sell National Senior Living Portfolio DST Interests

Research National Senior Living Portfolio DST, underlying real estate, transferability, 1031 considerations, and potential secondary-market liquidity.

REQUEST CONFIDENTIAL REVIEW HOW IT WORKS

INVESTMENT OVERVIEW

National Senior Living Portfolio DST

National Senior Living Portfolio DST is an Inland Private Capital-sponsored DST that indirectly owns three Class A senior living communities across Arizona, Missouri and Tennessee.

This is a private Delaware Statutory Trust security. Potential liquidity before a sponsor-led exit depends on the specific trust documents, property performance, financing, distributions, transfer restrictions, purchaser qualifications, remaining holding period, and current buyer demand.


INVESTMENT SNAPSHOT

National Senior Living Portfolio DST
At A Glance

Sponsor

Inland Private Capital Corporation

Investment Type

Delaware Statutory Trust / Senior Living

Offering Size

$149.015215 Million

Property / Location

635 Units / AZ, MO & TN

Status

Fully Subscribed / Closed

Liquidity Profile

Limited Private Secondary Market Liquidity


PROGRAM STATUS

National Senior Living Portfolio DST
Offering Research

Inland announced in December 2025 that more than $149 million had been raised and the offering was fully subscribed and closed. The October 2025 Form D reported the full $149.015215 million offering sold.


PROPERTY PROFILE

Underlying
Real Estate

The portfolio includes Clarendale of Chandler in Chandler, Arizona; Clarendale of St. Peters in St. Peters, Missouri; and a Tennessee senior living community, for a combined 635 units.

Potential buyers may review occupancy, rents, operating expenses, property condition, capital requirements, financing, and local market conditions when evaluating a private transaction.


DIRECT PURCHASE INTEREST

National Senior Living Portfolio DST
Potential AIL Purchase

Alternative Investment Liquidity evaluates certain National Senior Living Portfolio DST interests for potential direct private purchase or other secondary-market liquidity.

Transaction Type

Potential Direct Private Purchase

Purchaser

Baron De Biltmore LLC

Current Buyer Interest

AIL Reviews Eligible Positions

Pricing

Determined By Position Review

Primary Factors

Property, Debt, Income, Exit Timing & Transferability

Eligibility

Subject To Documentation Review

Any potential purchase indication is separate from original investment amount, tax basis, account statement value, sponsor-reported value, or projected future proceeds.


TRANSFERABILITY

Can National Senior Living Portfolio DST
Interests Be Transferred?

Potentially. A transfer depends on the governing trust documents and applicable sponsor, trustee, lender, purchaser-qualification, ownership, and assignment requirements.

Legal transferability does not mean that a ready purchaser or continuous secondary market exists.


1031 EXCHANGE CONSIDERATIONS

DST Interests
And Section 1031

Many Inland DST interests are acquired as replacement property in Section 1031 exchanges. A later private sale or transfer may have tax consequences that differ from the original transaction.

Alternative Investment Liquidity does not provide tax, legal, investment, accounting, or valuation advice.


SECONDARY MARKET

Secondary-Market Liquidity
For National Senior Living Portfolio DST

Private secondary-market transactions may provide potential liquidity for investors who do not want to wait for a sponsor-led property sale or other program exit.

The DST secondary market does not operate like a national securities exchange and there is no guarantee a purchaser will be available.

Learn more about the DST secondary market.


VALUATION CONSIDERATIONS

What May Affect
Secondary-Market Value?

Property Performance

Occupancy, rents, demand, operating expenses, property condition and local real estate conditions may influence buyer expectations.

Debt And Financing

Property-level financing is not stated in the Form D and should be confirmed from the PPM and sponsor reporting.

Distributions And Holding Period

Current income, remaining hold period, expected disposition timing and capital needs may affect private-market pricing.

Transferability And Buyer Demand

Sponsor procedures, purchaser qualifications, documentation, position size and current demand may affect marketability.


DOCUMENTATION

Information Commonly
Requested For Review

  • Recent investor or account statement
  • Subscription documents
  • Private placement memorandum
  • Recent Inland investor communications
  • Distribution statements
  • Property and financing updates
  • Trust or assignment documents

CONFIDENTIAL INVESTMENT REVIEW

Request A Confidential Review
Of National Senior Living Portfolio DST Interests

AIL reviews National Senior Living Portfolio DST positions for potential liquidity, transferability, buyer interest and direct-purchase opportunities.

Request a Confidential Investment Review.


SOURCE REFERENCES

Primary And Public
Research Sources

Research is based primarily on Inland's December 2, 2025 announcement and the October 2025 SEC Form D amendment.

Program terms and operating information may change. Investors should review current governing documents and sponsor communications before relying on any program-specific information.

EVALUATION CRITERIA

Every Opportunity
Is Reviewed Individually

Every Opportunity
Is Reviewed

Secondary market interest depends on more than asset type. AIL evaluates each position based on investment structure, transferability, documentation, and current market conditions.

Investment Structure

Ownership type, sponsor requirements, investment terms, and underlying asset characteristics all influence review.

Transferability

Some positions may be subject to transfer restrictions, approval requirements, or limitations within governing documents.

Documentation

Offering materials, account records, ownership documents, and sponsor information help determine whether review can proceed.

Market Demand

Potential liquidity depends on current buyer interest, asset category, pricing expectations, and transaction feasibility.

THE REVIEW PROCESS

A Structured Review
Without Obligation

Every opportunity is reviewed individually. Our process is designed to provide clarity regarding transferability, marketability, and potential liquidity pathways before any transaction decisions are made.

01

Submit Information

Provide basic details regarding the investment position, ownership structure, and available documentation.

02

Review

AIL evaluates the investment type, transfer restrictions, sponsor requirements, and available transfer pathways.

03

Market Assessment

We determine whether a secondary market opportunity may exist based on current investor demand and transaction activity.

04

Discuss Options

If a viable pathway exists, we discuss potential next steps, timing considerations, and transaction requirements.

National Senior Living Portfolio DST
Liquidity FAQs

Can I sell my National Senior Living Portfolio DST interest before a sponsor-led exit?

Potentially. Any sale of National Senior Living Portfolio DST requires an eligible purchaser, acceptable terms, and satisfaction of the trust’s specific transfer requirements. Review the exact legal program and current ownership records rather than applying another Inland Private Capital program’s terms. A listing or review does not establish a ready purchaser or continuous secondary market.

Learn how the DST secondary market works.

What may affect the purchase price of National Senior Living Portfolio DST?

A purchaser may consider the specific underlying assets, operating results, distributions, reserves, any financing, remaining holding period, transfer requirements, and position size. Your original investment, tax basis, statement value, and a proposed price are different measures. A purchase indication is not an independent appraisal or a guarantee of future proceeds.

Read our guide to NAV, capital accounts, tax basis, and sale price for context.

What transfer approvals may National Senior Living Portfolio DST require?

The current governing documents determine whether sponsor, trustee, lender, or other consent is required for a proposed transfer. For National Senior Living Portfolio DST, confirm purchaser qualifications, assignment forms, ownership limitations, signatures, and any applicable charges. Trust, estate, entity, and custodial holdings may need additional authority documents. Agreement on price alone does not complete the transfer.

Explore Inland Private Capital program information while confirming the requirements for your exact trust.

What should I discuss with my tax advisor before selling?

Discuss the proposed transaction, your original acquisition, tax basis, ownership structure, and any future exchange objectives with qualified tax and legal professionals before signing. A prior Section 1031 exchange does not by itself establish the treatment of a later sale. AIL does not determine your tax consequences or provide tax or legal advice.

See What Happens When You Sell a DST? for general background.

What information is needed to review National Senior Living Portfolio DST?

Begin with the exact DST name (National Senior Living Portfolio DST), approximate ownership amount, and account or ownership type. Sensitive personal information and account documents are not needed for the initial discussion. If further review is warranted, AIL may request a recent statement, trust or subscription documents, offering materials, sponsor updates, distribution records, or evidence of authority. Confirm the submission method before sending documents.

You can contact AIL with basic holding details before sending documents.

Does requesting a review guarantee an offer or obligate me to sell?

No. Requesting a Confidential Investment Review does not commit you to sell. You and your advisors can review any proposed price, applicable fees or deductions, transfer requirements, and completion conditions before deciding whether to enter into a purchase agreement. Selected holdings may be considered for purchase by Baron De Biltmore, LLC, an affiliated buying entity. AIL supports review and transaction coordination and is not a broker-dealer or investment adviser. A review does not guarantee an offer, purchaser availability, transfer approval, or completed sale.

Request a Confidential Investment Review to begin an individual review.

CONFIDENTIAL REVIEW

Ready To Request
A Confidential Review?

Submit basic information for a confidential review. Opportunities are evaluated individually based on investment structure, available documentation, transferability, and potential market interest.

REQUEST CONFIDENTIAL REVIEW