DST.com
DST Investments1031 ExchangeAvailable PropertiesResources
Log InRegister
Log InRegister
DST Investments1031 ExchangeAvailable PropertiesResources
Log InRegister
DST.com

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

(612) 351-6024

Solutions

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

Resources

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

Company

  • About Us
  • 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.

© 2026 DST.com. All rights reserved.

Terms Of ServicePrivacy Policy
    1. Home
    3. Resources
    5. Investment Comparison Tool
    Interactive Tool

    Investment Comparison Tool

    Compare DSTs and direct ownership side by side using the factors that matter most to you.

    How to Use This Tool

    Adjust the importance slider for each factor (1 = low importance, 5 = high importance) based on what matters most to you. The tool will calculate weighted scores for DSTs and direct ownership.

    Note: This tool is for educational comparison only. It does not recommend any specific investment or replace professional advice.

    Set Your Priorities

    Control

    Ability to make operational and management decisions about the property

    3
    LowHigh

    Passive Management

    Hands-off ownership with professional property management

    3
    LowHigh

    Diversification

    Ability to spread investment across multiple properties or asset types

    3
    LowHigh

    Liquidity

    Ease of selling or exiting the investment when desired

    3
    LowHigh

    Simplicity Under Deadline Pressure

    Ease of completing a 1031 exchange within the 45/180 day timeframes

    3
    LowHigh

    Comfort with Sponsor Dependence

    Lower score = more dependent on sponsor; higher score = less dependent

    3
    LowHigh

    Access to Larger Assets

    Ability to invest in institutional-quality properties

    3
    LowHigh

    Desire for Direct Decision-Making

    Preference for making property-level decisions yourself

    3
    LowHigh

    DST

    69

    Weighted Score

    Direct Ownership

    72

    Weighted Score

    More Aligned

    Based on the priorities you selected...

    Direct ownership appears more aligned with your stated preferences. This is an educational comparison, not investment advice.

    Key Factors Driving This Result

    • Control: Favors Direct
    • Passive Management: Favors DST
    • Desire for Direct Decision-Making: Favors Direct

    Side-by-Side Comparison

    Category
    DST
    Direct Ownership
    ControlNo operational controlFull operational control
    Management BurdenNone - sponsor managedHigh - self or property manager
    DiversificationMultiple properties possibleTypically single property
    LiquidityLimited - hold to exitModerate - can sell individually
    Due Diligence FocusSponsor, property, PPMProperty, market, tenants
    Typical Decision SpeedFaster for 1031 purposesSlower - more variables
    Operational InvolvementNone requiredSignificant or delegated

    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 comparison tool does not recommend any specific investment.

    Related Resources

    Continue your research with these related guides and tools.

    Comparison

    DST vs. Direct Ownership

    Detailed comparison of these two replacement property approaches.

    Read more
    DST Education

    Introduction to DSTs

    Learn the fundamentals of Delaware Statutory Trusts.

    Read more
    Tool

    DST Suitability Checklist

    Self-assessment tool to explore DST alignment with your preferences.

    Read more
    Due Diligence

    Evaluating DST Sponsors

    What to look for when reviewing DST sponsor track records.

    Read more

    Ready to explore your options?

    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.

    Register / Login to View Current DST OfferingsTalk to a 1031 Financial Professional