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…
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…
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…
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,…
OBBB Act Interest in ALTS ~ Part Two July 22, 2025 In the initial post “OBBB Act Prompts Big Beautiful Interest in Alternatives” OBBB Act Part One we summarized some of the questions and interest…
OBBB Act Prompts Big Beautiful Interest in Alternatives July 20, 2025 Ever since the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025, there has been a surge in questions…
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 Six What are the Diversification Options May 29, 2025 Using a Delaware Statutory Trust (DST) in a 1031 exchange can offer investors several diversification strategies, both geographic and across asset classes. We continue…
Investors Doing their §1031/DST Research Overview ~ Part Five Questions for Your CPA May 25, 2025 We continue the Investor Driven Series researching a 1031 exchange with the utilization of a Delaware Statutory Trust (DST) as the replacement property. Part…
Investors Doing Their §1031/DST Research Overview ~ Part Four Investor Expectations May 19, 2025 When investors participate in a 1031 exchange and select a Delaware Statutory Trust (DST) as the replacement property, there may be a wide range…
