January 2026 Landscape Review ~ 2025 DST Equity UP 48% over 2024 January 13, 2026 Since 2019 and during 2025 we monitored the equity raised in the Delaware Statutory Trust (DST) market. With much anticipation the overall market did…
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…
Is there an End of the Year Rush to Close on a DST? November 22, 2025 If you were interested in beating the end of the year rush in closing on a Section 1031 using a Delaware statutory Trust (DST)…
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 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 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 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…
