DST sponsors
Moody National
Moody National Companies is a Houston commercial real estate group built from seven affiliated companies covering hospitality management, multifamily management, mortgage, development, realty, title, and insurance. It describes what it does as the real estate transaction from start to finish, and itself as a math-based company that picks the asset class with the highest propensity to increase NOI in the shortest period.
Moody National Realty is the sponsor platform. It reports providing real estate investment programs to more than 3,000 investors for a total capitalization of $3 billion. Its current Delaware Statutory Trust offering, Moody Village Towers DST, is a Regulation D 506(c) offering open to accredited investors only through a registered investment advisor or licensed financial advisor; the underlying asset is a Class-A mixed-use office and ground-floor retail building in West Houston developed in 2019.
The mortgage arm reports hundreds of completed transactions in 42 states for more than $2 billion in equity and structured financing. Hospitality management operates hotels for owners, including property turnarounds for distressed or brand-score-impaired hotels and receivership work for lenders, and covers everything from pre-acquisition or pre-opening through disposition, including CapEx planning. The multifamily arm currently operates properties in Houston and San Antonio, Texas. The group reports a 500-member team and was founded in 1996 as a mortgage banking company.
Offering terms, sponsor fees, and load are in the DST's private placement memorandum rather than on the site. Confirm which Moody entity is the sponsor, the manager, and the property manager for a given offering, since several affiliates can be involved in the same deal.
Best for
Accredited 1031 exchangers working through an advisor who want a DST sponsor that also manages the asset in-house. Less suitable for investors who want a sponsor with no affiliate fee relationships, or who cannot invest through a registered advisor.
What they do
- Delaware Statutory Trust sponsorship
- 1031 exchange replacement property programs
- Regulation D 506(c) private offerings
- Hotel management, turnaround, and receivership services
- Multifamily property management
- Commercial mortgage banking and structured finance
- Build-to-suit development
- Title and insurance services
Details
| Attribute | Value |
|---|---|
| Founded | 1996 |
| Team size | 201-500 employees |
What stands out
- Founded in 1996 as a mortgage banking company and now made up of seven affiliated companies.
- Reports investment programs for more than 3,000 investors and $3 billion of total capitalization.
- Reports hundreds of completed transactions in 42 states for more than $2 billion in equity and structured financing.
- Reports a 500-member team providing property and asset management.
- Moody Village Towers DST is a 506(c) offering available only to accredited investors through an advisor.