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Press Release: Versity Invest, LLC Introduces New Increased Yield Enhancement Feature of 6.5% for Hayworth Tanglewood DST

Versity Invest, LLC introduces a New Increased Yield Enhancement Feature of 6.5% for Hayworth Tanglewood DST investors, offering increased returns in response to Houston’s booming real estate market and the changing landscape of DST programs.
Aliso Viejo, CA – Versity Invest, LLC, a leading sponsor of Delaware Statutory Trust (DST) programs, is delighted to announce the implementation of a new Yield Enhancement feature for investors in the Hayworth Tanglewood DST. This initiative aims to provide enhanced returns and capitalize on the thriving Houston real estate market.

Recent census data released by the Greater Houston Partnership reveals that the Houston region experienced the second-largest population growth among major metros in the U.S. between the summers of 2021 and 2022. 

With over 200 people relocating to Houston daily, The Hayworth offers a sophisticated living experience for those seeking luxury. 

Thanks to the meticulous attention to detail provided by the on-site team, the property boasts an impressive occupancy rate of over 97%. In light of this success, management has raised amenity fees and plans to optimize spending on contracted services. 

The introduction of the Yield Enhancement feature comes in response to recent data from industry sources Robert A. Stanger & Co. and Mountain Dell Consulting, indicating a slowdown in capital formation for DST programs. 

As DSTs sit on the shelf for extended periods, sponsors accumulate preferred and/or bridge equity costs. Recognizing the challenges posed by this economic environment, Versity identifies an opportunity to offer a win-win solution to investors.

Versity will increase the Stated Rent for investors in the Hayworth Tanglewood DST from 4% annually to 6.5% annually for a duration of 24 months. This adjustment will provide investors with a higher cash-on-cash return during this period, while also allowing the sponsor to prioritize rewarding investors instead of incurring fees for preferred equity and bridge lenders until the market normalizes.

"We view this as a win-win scenario because investors will benefit from increased returns, and the sponsor can redirect funds to reward investors rather than paying fees to preferred equity and bridge lenders. Our objective is to navigate this challenging economic climate while ensuring the best possible outcomes for all stakeholders."

The sustainability of this payment for the next 24 months will be supported by the Master Tenant Hayworth Tanglewood Leaseco, LLC, an affiliated entity of Versity Invest, LLC. The Master Tenant generates ample revenue from the property’s operations to cover the Base Rent (Debt Service) and the entirety of the previous Stated Rent (4.00%). The Sponsor will cover the difference between the Yield Enhancement (6.5%) and the DST’s original Stated Rent plus Bonus Rent (4%).

Versity Invest, LLC is confident in its ability to fulfill its commitment to investors through available cash-on-hand, future revenue-generating activities, and other product offerings. Any outstanding performance of the property by the Master Tenant will offset the impact of the Yield Enhancement to the Sponsor.

The Yield Enhancement feature will take effect immediately and will be in place for a duration of 24 months. Versity Invest, LLC is excited to provide enhanced returns to Hayworth Tanglewood DST investors and seize the opportunities presented by the thriving Houston real estate market.

For more information about Versity Invest, LLC, please contact Tanya Muro at 877-827-6272 or by email at

About Versity Invest

Versity Invest, LLC (“Versity”) is a real estate investment company located in Orange County, California. Versity specializes in student housing, multi-family, and opportunistic investments across the US. The company’s predecessor was originally founded in 2007 and has matured into an institutional quality investment manager with 39 properties in 19 states with a combined syndicated value of $1.65BN. The firm’s product lineup includes Delaware Statutory Trusts (“DSTs”), REITs, and LLCs. The firm employs nearly 300 professionals, including approximately 65 home office professionals in Southern California.
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The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

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