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DST.com

Expert guidance for 1031 exchanges and institutional-quality DST investments.

(612) 351-6024

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  • DST Investments
  • 1031 Exchange
  • Qualified Opportunity Zones
  • Deferred Sales Trust

Resources

  • Resource Center
  • 1031 Exchange Guide
  • DST FAQ
  • Investment Calculator

Company

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  • Contact
  • Terms of Service
  • Privacy Policy

Check the background of your financial professional on FINRA's BrokerCheck. To access Concorde's Form Customer Relationship Summary (CRS), please click here.

Important Risk Disclosure: This site is for informational purposes only and is not intended as tax or legal advice. Please consult your tax and legal professionals regarding your individual situation. The opinions expressed and materials provided are for general information purposes only and do not constitute an offer to buy or sell any security or investment, nor should they be considered a solicitation for the purchase or sale of any security.

There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs"), and real estate securities, including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition (including the risk of new supply coming to market and softening rental rates), general risks of owning and operating commercial and multifamily properties, short-term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, and long holding periods. Investors should carefully read the Private Placement Memorandum (PPM) before investing, paying special attention to the risk section.

There are also risks associated with a 1031 exchange. A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties, depending on the value of the previously sold property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was sold.

DST 1031 properties are available only to accredited investors (typically those with a net worth of $1 million excluding a primary residence, or income of $200,000 individually or $300,000 jointly for the last three years) and accredited entities. If you are unsure whether you qualify as an accredited investor or entity, please verify with your CPA and attorney.

The rules and regulations of the Qualified Opportunity Zone (QOZ) Program are complex, and compliance with the program involves significant challenges. These include unpredictable appreciation, development risks, illiquidity for up to ten or more years, availability and cost of construction and development financing, uncertainty related to development and redevelopment of real estate, and regulatory and interpretive uncertainties that may impact future risks.

There are risks associated with the Deferred Sales Trust™ strategy, including but not limited to the non-deferral of excess accelerated depreciation, less liquidity than some other strategies, and the fact that the capital gain offset on the sale of a personal residence (up to $250,000 per spouse) cannot be taken upfront. Instead, it becomes a balloon credit against taxes owed, if any, at the end of the investment contract. Deferred Sales Trust™ strategies may also involve higher setup fees than other investment strategies.

Securities are offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. DST.com is independent of CIS.

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Terms Of ServicePrivacy Policy
    Privacy and security
    Legal

    Privacy Policy

    We are committed to safeguarding customer information and maintaining the highest standards of data privacy.

    In order to better serve your needs now and in the future, we may ask you to provide us with certain information. We understand that you may be concerned about what we will do with such information – particularly any personal or financial information. We agree that you have a right to know how we will utilize the personal information you provide to us. Therefore, together with our subsidiaries, we have adopted this Privacy Policy to govern the use and handling of your personal information.

    Applicability

    This Privacy Policy governs our use of the information that you provide to DST.com. It does not govern the manner in which DST may use the information it has obtained from any other source, such as information obtained from a public record or from another person or entity. DST.com has also adopted broader guidelines that govern our use of personal information regardless of its source.

    Types of Information

    Depending upon which of our services you are utilizing, the types of non-public personal information that DST.com may collect include:

    • Information received on applications, forms and in other communications by DST.com, whether in writing, in person, by telephone or any other means;
    • Information about your transactions with DST.com, its affiliated companies, or others; and
    • Information received from a consumer reporting agency.

    Use of Information

    DST.com requests information from you for its own legitimate business purposes and not for the benefit of any non-affiliated party. Therefore, DST will not release your information to nonaffiliated parties except: (1) as necessary for DST.com to provide the product or service you have requested of it; or (2) as permitted by law. DST.com may, however, store such information indefinitely, including the period after which any customer relationship has ceased. Such information may be used for any internal purpose, such as quality control efforts or customer analysis.

    DST.com may also provide all types of non-public personal information listed above to one or more of its affiliated companies. Such affiliated companies include financial service providers, such as title insurers, property and casualty insurers, and trust and investment advisory companies, or companies involved in real estate services, such as appraisal companies, home warranty companies, and escrow companies.

    Furthermore, DST.com may also provide all the information it collects, as described above, to companies that perform marketing services on its behalf, on behalf of its affiliated companies or to other financial institutions with whom DST or its affiliated companies have joint marketing agreements.

    Former Customers

    Even if you are no longer a customer of DST.com, its Privacy Policy will continue to apply to you.

    Confidentiality and Security

    DST.com will put its best efforts to ensure that no unauthorized parties have access to any of your information. DST.com restricts access to non-public personal information about you to those individuals and entities who need to know that information to provide products or services to you. DST.com will put its best efforts to train and oversee its employees and agents to ensure that your information is handled responsibly and in accordance with this Privacy Policy. DST.com currently maintains physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.

    Information Obtained Through Our Web Site

    DST.com is sensitive to privacy issues on the Internet. The company believes it is important you know how it treats the information received about you on the Internet. In general, you can visit DST.com on the World Wide Web without telling who you are or revealing any information about yourself. DST.com Web servers collect the domain names, not the e-mail addresses, of visitors. This information is aggregated to measure the number of visits, average time spent on the site, pages viewed and similar information. DST.com uses this information to measure the use of the website and to develop ideas to improve the content of the website.

    There are times, however, when DST.com may need information from you, such as your name and email address. When information is needed, DST.com will try its best to let you know at the time of collection and how it will use your personal information. Usually, your personal information is used only by the company to respond to your inquiry, process an order or allow you to access specific account/profile information. If you choose to share any personal information with DST.com, the company will only use it in accordance with the policies outlined above.

    Business Relationships

    DST.com may contain links to other Web sites. While the company tries to link only to sites that share its high standards and respect for privacy, the company isn't responsible for the content or the privacy practices employed by other sites.

    Cookies

    DST.com uses cookies to measure site activity and to customize information to your personal tastes. A cookie is an element of data that a Web site can send to your browser, which may then store the cookie on your hard drive.

    DST.com uses stored cookies. The goal of this technology is to better serve you when visiting DST.com, save your time when you are here and to provide you with a more meaningful and productive Web site experience.

    Fair Information Values

    Fairness

    DST.com considers consumer expectations about their privacy in all of its businesses. DST.com only offers products and services that assure a favorable balance between consumer benefits and consumer privacy.

    Public Record

    DST.com believes that an open public record creates significant value for society, enhances consumer choice and creates consumer opportunity. The company actively supports an open public record and emphasize its importance and contribution to its economy.

    Use

    DST.com believes it should behave responsibly when it uses a user's information. DST.com obeys the laws governing the collection, use, and dissemination of data.

    Accuracy

    DST.com will take reasonable steps to help assure the accuracy of the data it collects, uses, and disseminates. Where possible, DST.com will take reasonable steps to correct inaccurate information. When, as with the public record, DST.com cannot correct inaccurate information, it will take all reasonable steps to assist consumers in identifying the source of the erroneous data so that the consumer can secure the required corrections.

    Education

    DST.com endeavors to educate the users of its products and services, its employees and others in the company about the importance of consumer privacy. DST.com will instruct its employees on the responsible collection and use of data. DST.com will encourage others in the company to collect and use information in a responsible manner.

    Security

    DST.com will maintain appropriate facilities and systems to protect against unauthorized access to and corruption of the data it maintains.

    Last updated: April 8, 2026