Due Diligence
Review the documents, assumptions, risks, fees, sponsor history, and property-level factors investors should examine before investing.
Valuing a DST Interest for Forms 706 and 709
An appraisal-focused guide to valuing DST interests for estate and gift tax returns, including debt, restrictions, basis allocation, and consistency reporting.
How the DST 1031 Exchange Process Works in Seven Steps
Learn how a 1031 exchange into a DST moves from property sale through identification, subscription, closing, debt matching, and tax reporting.
