Related DST offerings
One replacement option some exchangers consider is a Delaware Statutory Trust (DST): fractional ownership of institutional real estate that can qualify as like-kind replacement property in a 1031 exchange. The directory lists 179 Active DST offerings, each built from its SEC filings. Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.
- Active 1031 DST offerings179 Active
New to DSTs? What is a DST?
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Instructions
Complete one column per property. Compare at least 3 candidates. Score each property 1-5 on qualitative factors, then tally for an overall ranking.
Financial Comparison
Metric | Property A | Property B | Property C |
|---|---|---|---|
Purchase price | $_____ | $_____ | $_____ |
Down payment / exchange equity applied | $_____ | $_____ | $_____ |
Mortgage amount | $_____ | $_____ | $_____ |
Interest rate | _% | _% | _% |
Monthly mortgage payment | $_____ | $_____ | $_____ |
Gross annual rental income | $_____ | $_____ | $_____ |
Annual operating expenses | $_____ | $_____ | $_____ |
Net operating income (NOI) | $_____ | $_____ | $_____ |
Cap rate (NOI / price) | _% | _% | _% |
Annual cash flow (NOI - debt service) | $_____ | $_____ | $_____ |
Cash-on-cash return | _% | _% | _% |
Annual depreciation deduction | $_____ | $_____ | $_____ |
Risk and Quality Assessment (Score 1-5)
Factor | Property A | Property B | Property C |
|---|---|---|---|
Location quality / growth potential | /5 | /5 | /5 |
Tenant credit quality / stability | /5 | /5 | /5 |
Remaining lease term (longer = higher) | /5 | /5 | /5 |
Building condition / capex risk | /5 | /5 | /5 |
Market vacancy rate (lower = higher score) | /5 | /5 | /5 |
Diversification benefit vs. current portfolio | /5 | /5 | /5 |
Management complexity (less = higher score) | /5 | /5 | /5 |
Appreciation potential | /5 | /5 | /5 |
Total quality score | /40 | /40 | /40 |
Closing Feasibility
Factor | Property A | Property B | Property C |
|---|---|---|---|
Estimated days to close | _ days | _ days | _ days |
Can close within your Day 180 deadline? | Y/N | Y/N | Y/N |
Financing pre-approved? | Y/N | Y/N | Y/N |
Inspection completed? | Y/N | Y/N | Y/N |
Title clear? | Y/N | Y/N | Y/N |
Seller motivated / cooperative? | Y/N | Y/N | Y/N |
1031 Exchange Compliance
Factor | Property A | Property B | Property C |
|---|---|---|---|
Meets minimum value requirement? | Y/N | Y/N | Y/N |
Replaces the old debt (or cash added to cover it)? | Y/N | Y/N | Y/N |
Same entity acquiring? | Y/N | Y/N | Y/N |
Held for investment / business use? | Y/N | Y/N | Y/N |
Overall Ranking
Property A | Property B | Property C | |
|---|---|---|---|
Cash flow rank | #___ | #___ | #___ |
Quality score rank | #___ | #___ | #___ |
Closing feasibility rank | #___ | #___ | #___ |
Overall preference | #___ | #___ | #___ |
Pro tip: Your best property on paper may not be the best for your exchange if it can't close in time. Weight closing feasibility heavily - a good property that closes on Day 120 beats a great property that falls through on Day 175.