The kinds of DSTs we bring to exchange clients
Every offering shown here is representative of the asset classes and structures typically available through our broker-dealer partners — a starting point for the conversation, not a live offering.
Across seven asset classes, at any given time
Specific availability changes weekly as sponsors bring new offerings to market and others fill. Speak with an advisor for what's open today.
Sunbelt garden apartments
Stabilized, occupied multifamily in high-growth metros, structured for both income and appreciation potential.
Last-mile distribution portfolio
Single-tenant logistics and distribution assets leased to credit tenants on long-term, net leases.
Essential-services net lease
Freestanding, credit-tenant retail with long-term leases — built for exchangers prioritizing income stability.
Independent & assisted living
Operator-managed senior housing benefiting from long-term demographic tailwinds, paired with professional on-site management.
Infill self-storage portfolio
Multi-property self-storage in dense, supply-constrained submarkets with historically low capital-expenditure needs.
Power-conference campus housing
Purpose-built student housing adjacent to large public universities with stable, pre-lease-driven demand.
These summaries are illustrative of the categories of DST offerings typically available through our broker-dealer partners and are not an offer to sell, or a solicitation of an offer to buy, any specific security. Target figures are representative ranges, not projections for any actual offering. Full terms, risks, and fees for any offering are described only in its Private Placement Memorandum, which must be reviewed before investing.
Five layers of review, before we ever bring it to a client
Sponsor underwriting
Sponsors close on well under a hundred properties out of several thousand reviewed in a given year.
Legal counsel review
Independent counsel authors the Private Placement Memorandum disclosing sponsor, property, and deal terms.
Third-party research
Independent research firms produce analysis that informs the final layer of review.
Broker-dealer review
Our broker-dealer partners issue the final, deciding approval before an offering is presented.
Lender underwriting
For levered offerings, the lender adds its own review — confirming value through appraisal, assessing environmental risk, and underwriting to loan-to-value and debt-service coverage.