Why Financial Advisors Use DSTs for Concentrated Real Estate Risk April 13, 2026 High-net-worth clients often build wealth through real estate, and this occurs over time. Any success can create a hidden challenge: concentration risk. A large…
How DST Cash Flow Works: Monthly vs Quarterly Distributions March 20, 2026 MARCH – DSTs FOR RETIREMENT + INCOME SERIES Introduction We continue with the series on DSTs for retirement. The timing of cash flow matters…
Common 1031 Exchange Mistakes (That Cost Investors the Most) February 20, 2026 In the middle of a discussion with an investor, we often hear the comment “I wish I would have known (fill in the blank)…
2026 DST Market Outlook ~ What Investors Should Expect This Year January 4, 2026 As we enter 2026, Delaware Statutory Trusts (DSTs) remain a core solution for real estate investors seeking passive ownership, diversification, and §1031 exchange tax…
The Past, Present, and Future of the Delaware Statutory Trust ~ A Christmas Carol of Real Estate December 12, 2025 In many parts of the country there is the dim glow of a winter evening, (except here is Naples, Florida). With snow swirling outside…
Section 1031 End of the Year Deadline Approaches November 20, 2025 As we move through November every year there are a variety of questions that come from investors involved in a §1031 exchange. Many are…
The Complete White Paper- How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust October 30, 2025 Over the past month we posted a three-part series on How to Review a Private Placement Memorandum (PPM). We addressed the PPM and the…
“Beyond the Classroom: Why Investors Are Studying DSTs This Fall” October 20, 2025 Recently we published a three-part educational series called “Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies”. At a recent real estate…
How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust (DST) Offering ‑Part 2 October 5, 2025 In part 1 How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust we opened up the discussion. We covered the…
How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust (DST) Offering ~ Part 1 October 1, 2025 Within the past six years we have reviewed nearly 700 Private Placement Memorandums (PPMs) for a variety of Alternative Investments (ALTS). We maintain records…