Contact Our Delaware Statutory Trust Recovery Attorneys Today

Our Delaware Statutory Trust Recovery Attorneys at Shepherd Smith Edwards and Kantas are investigating brokerage firms that sold high-risk, illiquid Zero Coupon OH Fulfillment DST investments to retail investors and retirees. These securities lawyers help affected clients evaluate whether their financial advisors made unsuitable recommendations, charged exorbitant upfront fees, or failed to disclose critical investment risks to pursue recovery through FINRA arbitration.

 Shepherd Smith Edwards and Kantas (investorlawyers.com) is investigating the brokerage firms that sold Zero Coupon OH Fulfillment Delaware Statutory Trust (DST) to customers. This DST, issued by sponsor Private Inland Private Capital, owns a more than 700,000 square feet single-tenant industrial center that is currently an Amazon Fulfillment Center in Rossford, Ohio.

DSTs, such as  Zero Coupon OH Fulfillment DST, are Regulation D private placement offering that should never be marketed and sold to retail investors and conservative seniors. It comes with a high level of risk and charges hefty upfront fees. Our DST investor lawyers are looking into claims of unsuitable investment recommendations and misrepresentations and omissions that resulted in serious investor losses.

What Are the Investor Risks Involved in Zero Coupon OH Fulfillment DST?

• A zero-coupon Delaware Statutory Trust is also referred to as a zero-cash-flow DST. This is usually a heavily leveraged real estate investment structure.
• Investors of a zero-cash-flow DST don’t get paid monthly or quarterly distributions during the holding period.
• This is an illiquid investment, and there is no cash payout opportunities until the property sells.
• “Phantom income” is a possibility, in which taxable income is higher than the actual cash received.
• Investors don’t have any control over operating decisions. Their fractional ownership is a passive one.
• An investor’s returns are heavily reliant on future conditions involving the commercial real estate market, interest rates, and the facility’s valuation when the full-cycle liquidation event for the DST arrives.

How Much Are Investors Paying Upfront for Investing in Zero Coupon OH Fulfillment DST?

Shepherd Smith Edwards and Kantas has spoken to investors who say they were charged 19.4% in upfront commissions and fees, including the following:

• 5% in broker-dealer commissions and allowances
• 3% in the sponsor’s retained fee
• 2% in carry costs
• 34% in loan, offering, and closing costs

If this is true, then that means that only 80.6% of the money that these investors paid actually went toward their Zero Coupon OH Fulfillment DST investment.

Why Should You Explore Your Legal Options Over Your Zero Coupon OH Fulfillment DST Losses?

• There are growing concerns over whether brokers unsuitably recommended this Delaware Statutory Trust to investors.
• To find out whether you have grounds for a legal claim against your broker, your best approach is to speak with seasoned DST loss lawyers who can help assess the cause of your losses.
• Shepherd Smith Edwards and Kantas can help you determine whether your financial advisor did not fully apprise you of the risks or the commissions and fees you would have to pay, overconcentrated your account, breached their fiduciary duty to you, or committed some other type of broker misconduct or negligence.
• You may be able to sue your broker in FINRA arbitration.

Discuss Your Delaware Statutory Investment Concerns With Our Seasoned Securities Law Fim

Schedule your free case assessment by calling with our Delaware Statutory Trust Recovery Attorneys at (800) 259-9010 or contact us online.