Learn

Educational explainers for accredited investors evaluating DSTs and 1031 exchanges.

• Qualified Opportunity Zones: What Investors Need to Know Before Committing Capital

  QOZ funds offer capital-gains deferral and potential tax elimination, but the tradeoff is a 10-year lockup. Here is how the structure actually works.

  8 min read · September 1, 2026

• Accredited Investor: What the Status Actually Unlocks in Private Real Estate

  Accredited investor status is the key that opens institutional-grade private placements. Here is what qualifies someone and what becomes accessible once they do.

  8 min read · August 25, 2026

• TIC vs DST: Which Structure Fits Your 1031 Exchange?

  Both TICs and DSTs qualify for 1031 exchange treatment, but their mechanics diverge sharply on control, scale, and cash-out flexibility. Here's how to read the difference.

  5 min read · August 18, 2026

• DST Basics: What a Delaware Statutory Trust Actually Is and How It Works

  A DST lets investors hold institutional real estate passively through a 1031 exchange. Here is the structure, the rules, and who qualifies.

  5 min read · August 11, 2026

• TIC vs DST: Which Structure Fits the 1031 Investor?

  Both TICs and DSTs qualify as like-kind replacement property, but their mechanics diverge sharply. Here is how to read the tradeoffs before you commit.

  5 min read · July 28, 2026

• Qualified Opportunity Zones: What Investors Weighing Capital Gains Need to Know

  QOZ funds defer and partially eliminate capital gains, but a 10-year lockup changes the calculus. Here is how the structure actually works.

  8 min read · July 21, 2026

• How DST Investments Are Taxed: The Four Structures That Matter

  DST tax treatment spans deferral, partial exclusion, and full step-up at death. Which path fits depends on exit timing and estate intent.

  8 min read · July 14, 2026

• What Does DST Accreditation Verification Actually Involve?

  Under Rule 506(c), verification typically means a letter from a CPA, attorney, or RIA, repeated at each new subscription before offering documents arrive.

  3 min read · July 8, 2026

• Why Are DSTs Available Only to Accredited Investors?

  DST interests are Regulation D Rule 506(c) private placements, securities whose subscription is restricted by law to accredited investors.

  3 min read · July 8, 2026

• Who Qualifies as an Accredited Investor for a DST?

  The accredited investor tests behind DST subscription: net worth above $1 million excluding the primary residence, plus two entity qualification routes.

  3 min read · July 8, 2026

• How Do Limited Partnerships and QOF Rules Add Risk?

  LP structures inside REIT vehicles add oversight complexity. Qualified Opportunity Funds add dual-agency compliance. Both raise the diligence bar.

  4 min read · July 7, 2026

• Net Lease or Gross Lease: Who Absorbs Operating-Cost Inflation?

  In net-lease DSTs the tenant absorbs rising taxes, insurance, and maintenance. In multifamily and self-storage, the landlord bears those increases.

  3 min read · July 7, 2026

• What Does a Debt-Free DST Give Up for Zero Foreclosure Risk?

  All-cash DST structures remove lender foreclosure risk but forgo leverage-driven upside. The tradeoff fits some investor profiles and not others.

  3 min read · July 7, 2026

• What Happens When a Leveraged DST Loan Comes Due?

  Commercial mortgages do not amortize to zero. Balloon maturities expose leveraged DST investors to refinancing risk when credit conditions tighten.

  3 min read · July 7, 2026

• Risk Disclosure in DST and Alternative Real Estate Investing: What Every Accredited Investor Should Understand

  DST and alternative real estate investments carry layered, structure-specific risks. Understanding where those risks live determines how well a portfolio survives a downturn.

  3 min read · July 7, 2026

• Accredited Investor Status and the DST: What the Threshold Actually Means

  Delaware Statutory Trust offerings are private placements available exclusively to accredited investors. Who qualifies, why the threshold exists, and what verification involves.

  3 min read · June 6, 2026

• 1031 Exchange: the basics, in plain English

  Like-kind property, qualified intermediaries, the 45/180-day rules, boot, whether you need to be an accredited investor, and what disqualifies an exchange.

  9 min read · April 25, 2026

• DST vs. direct property ownership: what you trade

  You trade control and operational responsibility for diversification, debt-relief, and easier 1031 identification. Comparison table inside.

  7 min read · April 25, 2026

• What is a Delaware Statutory Trust (DST)?

  The legal structure behind DSTs, the IRS revenue ruling that makes them 1031-eligible, and why investors use them for replacement property.

  9 min read · April 25, 2026