Phoenix Investor Guide to DST Due Diligence
Evaluate sponsor history, leverage, and underlying assets before subscribing to Delaware Statutory Trust offerings.
DSTs allow Phoenix investors to complete exchanges without direct property management. Proper due diligence protects principal and income expectations.
Sponsor Track Record
Review distribution history, prior exits, and portfolio leverage. Sponsors with long-term performance and transparent reporting provide greater confidence.
Leverage and Loan Terms
Understand loan maturities, covenants, and debt service coverage. Stress test cash flow to confirm distributions remain stable if interest rates change.
Asset-Level Underwriting
Analyze tenancy, lease expirations, and market demographics for each DST asset. Confirm that replacement value, occupancy, and rent growth align with Phoenix investor expectations.
Ready to discuss your exchange?
Connect with our team to discuss your 1031 exchange needs and replacement property objectives.
Contact Us