DST Placement Advisory
Delaware Statutory Trust evaluation and documentation for passive exchange options.
Overview
DST placement advisory provides Delaware Statutory Trust evaluation and placement coordination for Phoenix, AZ investors. DSTs offer fractional ownership in institutional quality properties, providing diversification and passive management for exchange proceeds.
We evaluate DST sponsors, review offering documents, and coordinate introductions to licensed providers. Our advisory includes DST suitability analysis, sponsor due diligence, and placement coordination for Phoenix investors seeking passive replacement property options.
Highlights
- Sponsor due diligence covering distribution consistency and asset performance.
- Loan review focused on maturity, covenants, and leverage ratios.
- Cash flow projections compared with Phoenix cap rate and rent trends.
What's Included
- DST sponsor evaluation and due diligence
- Offering document review
- Suitability analysis for investor objectives
- Introduction coordination to licensed providers
- Placement timeline coordination
- Compliance documentation support
- Ongoing sponsor relationship management
- Form 8824 preparation support
Educational content only. Not tax, legal, or investment advice. A 1031 exchange defers federal and Arizona income tax on qualifying real property. It does not remove state or county transfer taxes. DST or TIC may be securities. We do not sell securities. We provide introductions to licensed providers only.
Frequently Asked Questions
What are DSTs and how do they work in Phoenix, AZ exchanges?
Delaware Statutory Trusts are fractional ownership structures that allow Phoenix, AZ investors to own shares in institutional quality properties. DSTs provide passive management and diversification while meeting like kind exchange requirements.
What identification rules apply to DST placements in Phoenix, AZ?
Phoenix, AZ investors can identify DST interests within forty five days and complete placement within one hundred eighty days. DST interests qualify as like kind replacement property under IRS rules.
What is boot and how is it handled in Phoenix, AZ DST exchanges?
Boot in Phoenix, AZ DST exchanges includes any exchange proceeds not invested in DST interests. Boot is subject to immediate taxation. We help structure placements to minimize boot exposure.
Do you sell DSTs to Phoenix, AZ investors?
No. DST or TIC may be securities. We do not sell securities. We provide introductions to licensed providers only. We evaluate DST sponsors and coordinate introductions for Phoenix, AZ investors.
What due diligence do you perform for Phoenix, AZ DST placements?
We review DST sponsor track records, offering documents, property fundamentals, and fee structures for Phoenix, AZ investors. Due diligence includes sponsor financials, property performance, and compliance documentation.
Related Services
Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
Request Consultation