Private real estate syndication
Co‑invest in a single‑tenant property leased to Dollar Tree, Inc. (Nasdaq: DLTR), an investment‑grade, essential‑goods retailer, on a long‑term corporate lease in Shasta Lake, California. Accredited investors invest under Rule 506(c), and a concurrent Reg CF offering is planned so non‑accredited investors can take part too.
The tenant
Ratings shown (S&P BBB, Moody’s Baa2) are the corporate credit ratings of Dollar Tree, Inc. from public sources and are subject to change; they are not a rating of this offering.
Single‑tenant retail with a creditworthy corporate tenant is one of the steadier forms of real estate income. A single tenant on a long lease pays rent whether the market is up or down, so investors are positioned for steady, passive cash flow rather than speculation.
This offering pairs that structure with an essential‑goods tenant and a sponsor whose interests are aligned with yours.
Dollar Tree serves everyday needs and has historically stayed open and paying through economic downturns.
Income is supported by a national corporate tenant on a long‑term lease, not a single local operator.
As a limited partner you hold a hands‑off position; the sponsor manages the property and its day‑to‑day operations.
O’Brien Capital structures the deal so the sponsor is rewarded alongside limited partners, not ahead of them.
This is a single‑tenant retail property leased long‑term to Dollar Tree. As an investor you own a share of the real estate and receive your portion of the income the property produces. The appeal is a creditworthy corporate tenant on a long lease; full lease and expense terms are detailed in the offering package.
Dollar Tree, Inc. is a publicly traded (Nasdaq: DLTR), investment‑grade national retailer with more than 9,000 stores. Discount, essential‑goods retail has historically held up when household budgets tighten, which is one reason income investors favor creditworthy tenants in this category. Full tenant and lease detail is provided in the offering package.
Limited partners receive their pro‑rata share of net cash flow on the distribution schedule set in the offering documents, with any remaining proceeds at sale. Specific projected figures are shared with verified accredited investors.
The structure
total raise. Offered to accredited investors under Rule 506(c) of Regulation D, with a concurrent Regulation Crowdfunding (Reg CF) offering planned so non‑accredited investors can take part.
Projected returns, target hold period, distribution schedule, and full financials are provided in the private offering package to verified accredited investors.
Property imagery © 2025 Google (Street View).
Accredited investors can invest now through our Regulation D, Rule 506(c) offering, with accredited status verified before investing. You do not have to be accredited to take part: we intend to run a concurrent Regulation Crowdfunding (Reg CF) offering on this same deal, open to non‑accredited investors and conducted through a registered funding portal. Any investment is made solely through the offering documents.
Shasta Lake sits along the I‑5 corridor just north of Redding, the commercial hub of California’s far north. Full property details, photography, and the market study are included in the investment package.
The sponsor
O’Brien Capital Partners is the entity offering this investment, sponsored by O’Brien Capital — the private real estate firm of Jeff O’Brien, which sources and structures income‑producing offerings with disciplined underwriting and interests aligned with its investors.
Jeff O’Brien leads the offering and follows up with each prospective investor personally, from first questions through the offering documents.
How to participate
Accredited investors invest through the Rule 506(c) offering. Non‑accredited investors can take part through the planned concurrent Reg CF offering.
Accredited investors
The Rule 506(c) offering is made only to verified accredited investors under Regulation D. Not accredited? See the Reg CF option alongside.
Non‑accredited investors
You don’t have to be accredited to invest in this deal. We intend to run a concurrent Regulation Crowdfunding (Reg CF) offering on the same property, open to non‑accredited investors and conducted through a registered funding portal. Tell us you’re interested and we’ll notify you as soon as it opens.
Indication of interest only. No money or other consideration is being solicited, and if sent it will not be accepted. No offer to buy securities can be accepted and no part of the purchase price can be received until an offering statement (Form C) is filed with the SEC, and then only through a registered intermediary’s platform. An indication of interest involves no obligation or commitment of any kind.
Broadly, an accredited investor is someone who meets the SEC’s income or net‑worth thresholds, for example over $200,000 in annual income ($300,000 with a spouse) in each of the last two years, or a net worth above $1 million excluding a primary residence. Certain licenses also qualify. Exact criteria and verification are confirmed as part of the process.
The minimum for the Rule 506(c) offering (accredited investors) is $10,000. Full terms are set out in the offering documents. Minimums for the planned Reg CF offering will be set out in that offering’s documents when it opens on the funding portal.
The target hold period and the business plan are detailed in the offering documents.
You can still take part. Alongside the Rule 506(c) offering for accredited investors, we intend to run a concurrent Regulation Crowdfunding (Reg CF) offering on this same deal, which is open to non‑accredited investors and is conducted through a registered funding portal. Register your interest and we’ll notify you when it opens. This is an indication of interest only: no money is being solicited and none will be accepted until an offering statement (Form C) is filed with the SEC, and then only through the portal.
All real estate investments carry risk, including the possible loss of principal. The offering documents include a full risk section that you should review with your own legal, tax, and financial advisors.
Jeff O’Brien follows up with you personally to verify your accredited status and walk you through the full offering package. There is no obligation.
Limited allocation
Allocation in this offering is limited. Register your interest and Jeff will follow up personally. Confidential, and no obligation.