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DST Sponsor Spotlight

IDEAL

Sponsor Overview

IDEAL Capital Group, a private real estate investment firm, specializes in acquiring and repositioning multifamily properties across the Western United States. With decades of experience in real estate development, acquisitions, construction oversight, and asset management, IDEAL has developed or acquired over $1.9 billion in real estate, representing more than 15,000 units. The firm operates over 160 partnerships on behalf of institutional investors and private equity clients.

Headquarters

Clovis, California

President / CEO

Austin Herzog
Austin Herzog leads Ideal Capital Group with a hands-on approach to building high-quality, institutional-grade real estate offerings. Under his leadership, the firm has expanded its DST platform, delivering passive multifamily investment opportunities across the Western U.S. He’s also personally committed to community and investor alignment — from co-investing in DSTs to championing impactful education initiatives like California’s first K-8 ag program. Austin’s vision combines disciplined real estate execution with long-term value creation for 1031 exchange investors.
Acquisitions & Development
Investors Nationwide
1031 Equity Placed
$3.5B
1,000+
$535,000,000
Acquisitions & Development
$3.5B
Investors Nationwide
1,000+
1031 Equity Placed
$535,000,000

Investment Strategy

Value-Add Multifamily Focus

Acquires high-quality multifamily assets in prime Western U.S. markets, seeking properties with strong fundamentals and opportunities to enhance value through strategic renovations and improved operations.

Passive DST Offerings

Structures Delaware Statutory Trusts (DSTs) to provide 1031 Exchange investors with turnkey, passive real estate ownership with professional management and potentially scheduled income distributions.

Regional Specialization

Focuses its acquisitions in high-growth markets across the Western U.S., leveraging deep regional knowledge and strong local relationships.

Cash Flow Strategy

Offerings typically involve stabilized real estate assets that generate regular income, with holding periods designed to support long-term asset performance and preservation of invested capital.

Primary Property Sectors

Multifamily

Acquires and manages multifamily communities across the Western United States. The firm targets well-located properties with opportunities for operational improvements, repositioning, and long-term value creation.

Recently Closed Offerings

Multi-Family

ICG Aspera DST

  • Property Status: Closed Offering
  • Property Type: Multi-Family
  • State: Arizona
  • City: Glendale
  • Properties: 1
  • Equity Offering: $47,850,000
Multi-Family

Ideal Capital Group ICG Sentio DST

  • Property Status: Closed Offering
  • Property Type: Multi-Family
  • State: Arizona
  • City: Glendale
  • Properties: 1
  • Equity Offering: $65,000,000
View More

View All Properties
in the DST Marketplace

Sign up for the DST Marketplace to access our directory of open DST offerings, compare properties side-by-side, and find highly-vetted DST properties available for purchase.

Property Profiles Include:

Offering Details

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Locations

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  • Assets Under Management (AUM) denotes the aggregate value of all assets managed by the organization, encompassing Delaware Statutory Trusts (DSTs) as well as other investment vehicles.
  • All AUM statistics are as of March, 2025. Past performance of the Sponsor does not guarantee future results. Aggregation and liquidity objectives, timing, and results are not guaranteed.
  • High-grade institutional property refers to property that attracts large sophisticated investors due to the size and quality of the property – e.g. pension funds, life insurance companies, real estate investment trusts (“REITs”), university endowments, sovereign wealth funds, etc.

Are IDEAL properties
suitable for your 1031 Exchange?

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

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