MHC Affordable Housing DST V
- Enable Protection: No
MHC Affordable Housing DST V
Leveraged Delaware Statutory Trust targeting monthly DST income alongside Sponsor co-investment
MHC Affordable Housing DST V
Leveraged Delaware Statutory Trust targeting monthly DST income alongside Sponsor co-investment
Investment Overview
15 Properties | 2,334 Sites | Midwest Focus
The portfolio is positioned in needs-based, supply-constrained affordable housing markets across Ohio, Indiana, Wisconsin, and Michigan.
-
Cash Flow
Remaining net operating cash flow (after debt service, reserves, and other expenses) is estimated at 5.25%1
-
Exit Call Option
The Sponsor has the right to acquire the Interests from Investors at a good-faith estimate of the fair market value of the Interests during the Exercise Period2,3
-
1031 Exchange Eligible
Passive real estate ownership with $100k minimum investment
1) Please refer to the Rent and Financial Forecast sections of the Memorandum. 2) There can be no assurance that there will be a liquidity event at all or that it will occur within the intended time frame. Please refer to the Risk Factors section of the Memorandum. 3) Please refer to the Form of Call Agreement in the Memorandum.
-
Durable, Needs-Based Housing
Manufactured housing delivers the lowest-cost unsubsidized housing in the U.S., with highly stable resident bases, limited alternatives, and high switching costs—supporting strong occupancy and predictable cash flows.
-
Midwest Market Strength
The portfolio focuses in Midwest markets where acute housing affordability gaps, restrictive zoning preventing new supply, and necessity-based demand create stable occupancy and pricing power for manufactured housing communities.
-
Multiple Return Levers
The portfolio benefits from manufactured housing's durable, needs-based demand and established return drivers common to communities: site infill, rent growth, operating efficiencies, and sub-metering initiatives.
-
Vertically Integrated Sponsor
MHC Capital has executed across 4,000+ sites and $200M+ in assets and brings a vertically integrated platform spanning acquisitions, property management, construction, and infill operations—driving operational consistency and cost efficiency.
Why Consider a Delaware Statutory Trust?
-
1031 Exchange Eligible
Defer capital gains taxes when selling investment property by exchanging into DST replacement property
-
Simplified Process
"Pre-packaged" investments with financing, due diligence, and documentation ready for 1031 exchange deadlines
-
Passive Ownership
Exit day-to-day property management while maintaining real estate exposure with professional oversight
-
Portfolio Diversification
Allocating across DSTs can diversify by property type, geography, structure, and more
-
Institutional Assets
Invest in professionally managed assets or entire portfolios typically reserved for large institutional investors
-
Limited Liability
The DST is the sole borrower for any loans on the property, providing personal liability protection for the beneficiaries invested
MHC Capital
MHC Capital operates a fully integrated platform spanning acquisitions, property management, construction, and infill—driving operational consistency and cost efficiency across the portfolio.
How MHC Capital Creates Value
FAQ
-
What is the minimum investment amount?
$100,000
-
What is the target hold period?
5 years
-
What type of investors are eligible to participate in this fund?
This is a 506(c) offering available to accredited investors only.
-
Where are the properties located?
The 15 manufactured housing communities total 2,334 sites across Ohio, Indiana, Wisconsin, and Michigan
-
What are the leverage terms?
- Loan Amount: $54,000,000
- Loan Rate: 5.50%
- Loan-to-Value: 43.60%
- Lender: JP Morgan
Terms
-
Security
DST Interests
-
Issuer
MHC Capital V, LLC
-
Offering Amount
$83,028,472
-
Leverage
- Loan Amount: $54,000,000
- Loan Rate: 5.50%
- Loan-to-Value: 43.60%
- Lender: JP Morgan
-
Remaining Net Operating Cash Flow
5.25%
-
Expected Term
Target 5 year hold period
-
Investor Suitability
Accredited Investors
-
Minimum Investment
$100,000
-
Transfer Agent
Vistra USA LLC
-
Legal Counsel
Polsinelli PC
Limitations of a DST
-
Limited Liquidity
DST interests cannot be easily sold or redeemed before the planned hold period, typically 5-10 years
-
Limited Investor Control
Investors cannot vote on property decisions; the sponsor/trustee retains full authority
-
Required Accreditation
DSTs are typically only available to accredited investors meeting SEC income or net-worth thresholds
-
IRS Structural Rules
To remain passive, the trust is restricted from new debt, lease renegotiations, or major capital improvements
-
Fee Structures
Upfront and ongoing fees (sponsor, management, broker-dealer) can reduce overall returns
-
Market Risk Exposure
Property values and tenant occupancy remain subject to real estate cycles and economic downturns
Important Information
The information included in this document is reliable through the date of the private offering memorandum of the Trust (the “Memorandum”) and is subject to change without notice. MHC Affordable Housing Trust Manager V, LLC, (the “Manager”) and MHC Affordable Housing DST V (the “Trust”) do not assume any obligation to update or otherwise revise this document. To the extent that any information herein is based on information from other transaction parties, 3rd parties or public sources, such information has not been independently verified by the Trust or any of its affiliates and is subject to change from time to time, without notice. This document is not intended to constitute investment advice, nor does it constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or service on the terms herein; such offers will be made to suitable investors exclusively by the Memorandum relating to such securities. Recipients must consult their own advisers prior to making any decision in respect of such information. Portfolio characteristics and other information are provided as of the dates set forth herein. Current or future characteristics and other information may vary significantly from those provided herein and the Trust undertakes no obligation to notify the recipient of any such variances. Past performance does not guarantee future results. Certain information included in this presentation and other statements or materials published or to be published by the Trust may be considered forward-looking statements relating to such matters as anticipated financial performance, business prospects, technological developments, new and existing products, expectations for market segment and growth, and similar matters. Forward-looking statements can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” “believe” or the negatives thereof or other variations thereon or comparable terminology.
Investing in the DST will involve significant risks, including possible loss of your entire investment. An investment in the DST will be illiquid, as there is no secondary market for the DST’s interests, and none is expected to develop; and there will be substantial restrictions on transferring such interests. Accordingly, an investor may be required to maintain its interest in the DST for an indefinite period of time. See the section entitled “Certain Risk Factors” of the DST’s PPM to read about the more significant risks you should consider before investing. As a result, returns to investors could be materially reduced. Investors should have the financial ability and willingness to accept the risk characteristics of the DST. Prospective investors should make their own investigations and evaluations of the information contained in this material and the other Operative Documents.
In connection with the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, the Trust provides the following cautionary remarks regarding important factors which, among others, could cause actual events or results or the actual performance of the Trust to differ materially from the anticipated events, results, performance, or other expectations expressed in the Trust’s forward-looking statements. The risks and uncertainties that may affect the operations, performance, development, and results of the Trust include, but are not limited to: (i) changes in the business environment in which the Trust operates, including global GDP changes, the level of international trade, inflation and interest rates; (ii) changes in taxes, governmental laws, and regulations; (iii) competitive product and providing activity; (iv) difficulties of managing growth profitably; and (v) the loss of one or more members of the Manager’s management team. By accepting this document you agree to be bound by the foregoing limitations.
SECURITIES OFFERED THROUGH S2K FINANCIAL LLC, MEMBER FINRA/SIPC, THE DEALER MANAGER FOR MHC AFFORDABLE HOUSING DST V.Risk Factors
SUMMARY OF KEY RISK FACTORS
The Interests offered hereby are highly speculative. An investment in an Interest involves substantial risks. Investors must read and carefully consider the discussion set forth in the Memorandum under “RISK FACTORS” for a complete discussion of risks. Risks of an investment in an interest include, among other things, the following:
• Complete reliance on the Master Tenant to pay the rent and to operate the Properties;
• Limited control over the operation of the Properties;
• Lack of liquidity;
• Holding a beneficial interest in the Trust without any voting rights;
• Long-term nature of the Master Lease;
• Limited diversity of investment;
• Various conflicts of interest among the Sponsor, the Trust, the Master Tenant, and their affiliates;
• Various risks associated with occupancy and ownership of real estate generally and specifically with ownership of mobile home communities in Michigan, Ohio, Indiana, and Wisconsin;
• Properties will be leveraged;
• Certain tax risks; and
• Changes in interest rate levels and volatility in the capital markets
Any capitalized terms not otherwise defined herein shall have the meanings given to such terms in the Memorandum.
Our Solutions Team is Here to Help You
-
Email
This email address is being protected from spambots. You need JavaScript enabled to view it. -
Call
