Category
DST Investing
How Delaware Statutory Trusts are structured for 1031 investors: the IRS revenue ruling that makes them eligible, sponsor diligence, property types, and what ownership of a beneficial interest means.
- PPM Due Diligence: What to Read Before You Subscribe to a DST
The Private Placement Memorandum is the legal governing document for every DST offering. Here is what qualified investors must examine before signing.
- PPM Due Diligence: What to Read Before You Sign
A Private Placement Memorandum governs every DST and UPREIT offering. Here is what experienced advisors check before a client commits capital.
- PPM Due Diligence: What to Read Before Signing a DST or 721 UPREIT
The PPM discloses what the summary sheet omits. Four sections reveal sponsor conflicts, distribution health, and structural risk before capital is committed.
- PPM Due Diligence: What to Verify Before Signing a DST Private Placement
A PPM is not a formality, it's the legal perimeter of a DST investment. Here's what sophisticated investors check before committing capital.