The MDRR Triple Play: Fund Your Today, Buy Your Tomorrow, Build Your Forever
Mid-market real estate sponsors know the cycle well: raise → build → sell → repeat. It works—until the work begins to drain energy, fragment portfolios, and erode long-term momentum. Capital sources change, LP expectations shift, and every exit pushes you back to the starting line.
Medalist Diversified REIT (NASDAQ: MDRR) offers a different path forward. The MDRR Triple Play provides a structured, repeatable system that turns scattered projects into a compounding platform—without requiring you to sell your business or surrender control. Instead, you plug your existing engine into a capital and infrastructure backbone designed to keep your best work inside the ecosystem you help build.
The result: a platform that compounds, stabilizes, and grows with every deal you execute.
The MDRR Triple Play Explained
1. Bridge, Consolidate, and Stabilize
The process begins by taking your disconnected assets and providing the bridge capital needed to stabilize them quickly. Instead of chasing piecemeal funding, you receive immediate, secured financing secured around your plan—leasing, operating improvements, cleanup of legacy issues, and targeted capex.
At the same time, fragmented assets can be brought into a unified structure, giving you clarity from day one about how the pieces fit together and what success looks like.
You continue running your value-add business exactly as you do today: sourcing opportunities, repositioning assets, and creating value. Medalist provides the capital stack, compliance infrastructure, DST/REIT platform, and permanent-capital framework so that your success builds something lasting.
This stage is all about speed, control, and momentum.
Stabilize once—compound forever.
2. Recycle Stabilized Assets Through DST Capital
Once properties stabilize, the next step is to recycle your best assets into DST offerings designed for 1031 investors. This unlocks efficient, tax-motivated capital without stopping your operating machine.
DST capital creates an engine powered by long-term, repeat investors seeking passive income and tax deferral—not just yield. This engine helps sponsors:
• raise capital without constant deal-by-deal fundraising
• offer a compelling tax-advantaged product to long-time investor relationships
• build loyalty by helping 1031 investors exit legacy properties without tax consequences
This recycling step turns stabilized properties into fuel for future growth while keeping your strategy moving forward.
3. Boomerang Assets Back Through a 721 UPREIT Exchange
Two to five years later, the DST-owned assets can return to the platform through a 721 UPREIT contribution. The assets move into MDRR’s operating partnership, and the DST investors receive OP Units.
This step transforms individual successes into a consolidated, diversified equity position. Your REIT becomes a long-term buyer for future stabilized properties, reducing your dependency on selling to external buyers who lack context, alignment, or interest in your long-term vision.
Instead of starting over with every sale, your wins roll back into an expanding platform you co-own.
This is how generational wealth structures are built:
Bridge → Stabilize → Recycle → UPREIT → Repeat.
What You Keep — and What You Gain
You Keep
Control
You continue operating your business—finding deals, repositioning assets, and running the engine that built your success.
Identity
You maintain your company, your brand, and your operational independence.
Your upside
The platform is additive, not extractive. You don’t sell your business to participate.
You Gain
Aligned economics
A partnership model that shares fees, rewards platform growth, and compounds your returns across multiple structures.
A permanent buyer
No more beauty contests for stabilized assets—your platform becomes your buyer.
Infrastructure
Capital, compliance, DST formation, REIT operations, and long-term capital scaffolding are already in place.
A shift from transactions to enterprise value
Each deal builds equity in a platform designed for scale.
Why the Triple Play Works Now
Several market forces make this structure more timely than ever:
Generational wealth transfer
Trillions are moving into the hands of heirs who prefer passive, tax-efficient structures.
Sponsor fatigue
Thousands of mid-market operators are stuck in deal-cycle burnout with no succession solution.
1031 demand
Investors are increasingly seeking long-term, net-lease, institutional-quality assets through DSTs rather than one-off investments.
Capital market dislocation
Sponsors need stable, structured capital partners rather than episodic deal-level funding.
The timing is ideal for a model that brings these forces together.
A Typical Engagement
Loan Now
We underwrite your asset pool, deploy bridge capital, and set stabilization gates. You get immediate momentum and clarity. Assets consolidate under a single framework so all future economics compound.
Recycle
Stabilized assets enter DST offerings, raising tax-efficient capital and expanding your investor base.
Boomarang via 721
DST assets return to the platform as OP Units in the REIT, growing your permanent equity base.
Then the cycle repeats—at larger scale each time.
The Strategic Choice
Path 1
Continue selling stabilized assets to unaligned buyers who don’t understand your vision and won’t help you build a long-term platform.
Path 2
Build an ecosystem where your work compounds into wealth you own, and where every deal strengthens the foundation for the next.
If you’re ready to stop starting over, we can map your portfolio, outline the stabilization plan, and structure the first step of your compounding platform.
Capital today.
A buyer tomorrow.
A REIT for the future.
We don’t buy your business.
We build a capital-generating platform with you.
