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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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    5. DST Suitability Checklist
    Self-Assessment Tool

    DST Suitability Checklist

    A structured educational checklist to help you think through whether a DST deserves a closer look based on your investment preferences.

    How to Use This Tool

    Answer each question based on your current investment preferences. This checklist helps you reflect on whether a DST structure may align with your goals. It is NOT a recommendation engine or personalized investment advice.

    Important: This is a self-assessment tool for educational purposes only. Investment suitability depends on many factors that require professional evaluation.

    Progress0 of 8 answered
    1

    I want less day-to-day property management responsibility

    DSTs are fully managed by the sponsor, eliminating tenant calls and maintenance decisions.

    2

    I am open to less operational control in exchange for simplicity

    DST investors have no management authority over the property.

    3

    Diversification across properties or markets matters to me

    DSTs can provide access to multiple asset types and geographic regions.

    4

    I am comfortable with a relatively illiquid investment

    DST interests typically cannot be easily sold before the sponsor exits the property.

    5

    I value access to larger institutional-quality properties

    DSTs often invest in properties that would be difficult for individual investors to acquire alone.

    6

    I am looking at 1031 replacement options under a deadline

    DSTs can simplify the identification process within the 45-day window.

    7

    I am comfortable reviewing sponsor and offering documents

    DST investments require careful review of PPMs, sponsor track records, and property details.

    8

    I may qualify for or be asked to confirm accredited investor status

    Most DST offerings are available only to accredited investors.

    Disclaimer: These tools are educational estimates only. They do not provide tax, legal, investment, or suitability advice. Actual tax outcomes, eligibility, offering availability, and investment fit depend on facts, documents, and professional review. This checklist does not recommend any specific investment.

    Related DST Education

    Continue your research with these related guides and tools.

    DST Education

    Introduction to DSTs

    Learn the fundamentals of Delaware Statutory Trusts and how they work.

    Read more
    Comparison

    DST vs. Direct Ownership

    Compare the key differences between DSTs and owning property directly.

    Read more
    DST Education

    Understanding DST Structures

    Dive deeper into how DSTs are organized and what investors should know.

    Read more
    Due Diligence

    Evaluating DST Sponsors

    Learn what to look for when evaluating DST sponsor track records and offerings.

    Read more
    FAQ

    DST Investment FAQ

    Answers to frequently asked questions about DST investments.

    Read more

    Ready to explore DST offerings?

    When you are ready, register or log in to view current DST offerings, or speak with a 1031 financial professional if you want guidance first.

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