“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…
“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” Part 2 ~ DST Drawback & Risks September 12, 2025 We continue with our educational series on most searched topics by investors regarding DST & §1031 exchange. In Part One we briefly reviewed the…
DST Equity Raise $1.38B Higher Year Over Year ~ August 2025 Landscape Review September 5, 2025 There is a consistent steady absorption of Equity through August 2025. 2025 continues at a very smooth pace and producing sustained results 40% higher…
Fall Semester & Back to School of Investing ~Understanding the Basics September 1, 2025 Just like students returning from summer vacation and reviewing their knowledge, investors are now entering the final push towards the end of the year…
DST Equity Raise $1.2B Higher Year Over Year ~ July 2025 Landscape Review August 8, 2025 Equity raise is strong and consistent. 2025 continues on a very smooth pace and producing results 40% higher than 2024. August 8, 2025 By…
OBBB Act Interest in Alts Part 4b ~ Bonus Depreciation is Back August 6, 2025 Impact for investors on 100% bonus depreciation needs to be understood. Here are a few examples of utilization. August 6, 2025 By Al DiNicola,…
June 2025 Landscape Review ~ DSTs Power Ahead: Equity Raise 50% Higher Year Over Year. July 11, 2025 Capital Inflows Stay Strong, Consistent, Steady, and almost Predictable. Six months have passed, and the Equity that has been raised powers ahead moving through…
Land Ho! New Asset Class for Delaware Statutory Trust ~Pros and Cons June 29, 2025 Investing in a Land Delaware Statutory Trust (DST)—a type of DST that holds raw or undeveloped land—can offer unique advantages and drawbacks compared to…
