Delaware Statutory Trust placement helps Philadelphia, PA investors evaluate DST sponsors and offerings that satisfy 1031 exchange objectives. We maintain relationships with DST sponsors, reviewing offering memoranda, sponsor track records, and asset quality to support exchange reinvestment decisions.
Our team coordinates due diligence with sponsor representatives, reviewing property portfolios, tenant credit, and distribution history. We evaluate minimum investment requirements, fee structures, and liquidity terms to ensure DST offerings align with Philadelphia, PA exchange goals.
We support investors who need DST replacement property evaluation during the forty five day identification window. Our process emphasizes sponsor quality, asset diversification, and compliance with IRS requirements for Philadelphia, PA DST exchanges.
What this includes.
- • Sponsor due diligence summaries covering track records and prior offerings
- • Offering memorandum reviews with fee structure and distribution analysis
- • Property portfolio assessments with tenant credit and lease term reviews
- • Minimum investment requirement evaluations
- • Liquidity term assessments and exit strategy reviews
Common situations.
- •Investors selling Philadelphia, PA properties who need DST replacement investment identification
- •Portfolio owners seeking passive replacement options who require DST sponsor evaluation
- •Investors seeking diversified replacement portfolios who need DST due diligence support
Example of the type of engagement we can handle
Example engagement.
Contact us to discuss your situation in Philadelphia, PA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.