DST Exit Strategies: What Investors Can Expect at Sale May 27, 2026 Most investors focus heavily on income when evaluating a Delaware Statutory Trust (DST). For investors, utilizing a DST as a replacement for a 1031…
What Happens If a DST Underperforms? A Realistic Guide for Investors May 20, 2026 Delaware Statutory Trusts (DSTs) are often marketed as stable, passive real estate investments. However, no investment is immune to challenges. Over the past few…
DSTs: A Powerful Tool for CPAs to Enhance Client Value April 1, 2026 For Certified Public Accountants (CPAs), the ability to deliver value goes far beyond preparing tax returns and ensuring compliance. In many consumer surveys CPAs…
How 1031 Exchanges Work with DSTs: Smooth Exchange Execution February 1, 2026 January is over and as an investor you may be looking at the investment goals you made for 2026. One of those goals may…
How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust (DST) Offering ‑Part 3 October 12, 2025 This is Part 3 of the series on the review of the PPM. There are many experts who feel the Use of Proceeds is…
“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” Part 3 ~ Returns, Minimums & Estate Planning September 20, 2025 We continue with our educational series on most searched topics by investors regarding DST & 1031 exchange. In Part One we briefly reviewed the…
“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” ~ Part 1 September 6, 2025 Over the years we have received requests from investors (potentially Freshman investors as referenced in the previous post). Every day new investors are seeking…
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…
May 2025 Landscape Review ~ DST Equity Raise ~ What is Behind the Numbers? June 22, 2025 The first five months are in the performance review mode. The $600 million per month pace has continued through the month of May. The…
Investors Doing their §1031/DST Research Overview ~ Part 1 May 6, 2025 The best educational information we can provide is a response to real-time investor questions. Investors who afford themselves with ample time to do research…
