Walton Global, a global real estate investment and land asset management company, announced the launch of its Texas Growth 1 Delaware Statutory Trust (DST) focused on land-based investments. The offering known as Reese lies within the Extra Territorial Jurisdiction (ETJ) of the City of Rhome, Texas, and includes 129.90 acres of land with agricultural zoning and a potential for a future Public Improvement District or Municipal Utility District. Upon completion, the site is estimated to build out to approximately 390 homesites, indicating substantial residential development potential.  

With the competitive cost of living and robust job availability, Reese was strategically selected to boost residential inventory to meet the housing demand in the region and support the significant increase in population. The property will offer favorable access to major urban centers with direct proximity to Interstate 35W and State Highway 114. This allows for a 25-minute drive to Fort Worth, 30 minutes to Dallas Fort Worth International Airport and under an hour to Arlington and Dallas, ensuring exceptional connectivity for businesses and residents.  

 “We chose this parcel for our DST 1031 exchange offering as the area boasts a pro-business environment with a consistent population increase and houses over 50 international companies within the Dallas Fort Worth region,” said Todd Woodhead, EVP of Capital Markets at Walton Global. “The enhanced economic diversity and job prospects of the region makes this land highly desirable for new home development and a strong candidate for our land investment opportunity.”  

New residents of the future property will also benefit from quick access to several recreational offerings and employment opportunities. Reese is situated 20 minutes away from Alliance Town Center, 22 minutes from the Amazon Fulfillment Center and FedEx Shipping Center and offers convenient travel time to Rhome Family Park, Veterans Memorial Park and Lee’s Country Campground.  

Originally launched in March of 2023, Walton’s strategy for its DST offerings focuses on all-equity growth opportunities targeting potentially higher investor returns than traditional DSTs, along with hold periods that are not artificially lengthened due to repayment restrictions applicable to most traditionally financed alternatives. The Texas Growth 1 DST exit strategy is targeted to be 3-to 5-years and offers new opportunities for financial advisors to further diversify their clients’ DST portfolios, including an aspect of “growth.”  

“Texas is leading the country in both population and job growth. With the existing home supply significantly below balanced market levels, new construction now represents about 34% of the for-sale inventory, highlighting the critical role of new developments in meeting housing demand,” Woodhead added. “With the entry of over 80 million Millennials into their prime homebuying years, we believe the demand for new housing will only increase, and the DST 1031 exchange model will continue to see a rise in popularity as there is strong potential for traditional appreciation based on market conditions.”  

With decades of experience in land acquisition, Walton Global continues to acquire a strong pipeline of DST properties in growth regions across the country, hold the properties for growth in value as contemplated by 1031 tax regulations and market the property after the hold period ends to its established network of top U.S. home builders. When selecting land, Walton Global focuses on key factors such as population growth and employment growth near large MSAs. The company has transacted with more than half of the top 20 home builders in the U.S. and continues to grow its relationships. These strong relationships with top national and regional homebuilders allow them to select the right land buyer to provide the potential for optimal returns for investors.  

Offering Disclosure

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 is 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.  

Securities are/will be offered through Walton RE Securities, LLC, registered broker dealer of record, member of FINRA (www.finra.org), member of SIPC (www.sipc.org).  

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.   

1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives. Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments. Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities. Potential for foreclosure – All financed real estate investments have potential for foreclosure. Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions. Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.