DST Capital Solutions For Sponsors

Equity placement and capital structuring for Delaware Statutory Trust offerings

We partner with experienced real estate sponsors to structure, capitalize, and execute Delaware Statutory Trust (DST) offerings designed to meet current 1031 exchange investor demand.

Our role is to serve as a capital markets partner — supporting sponsors with equity placement strategy, debt structuring, and execution coordination throughout the DST lifecycle.

Equity Placement for DST Offerings

We assist DST sponsors in raising equity from a broad network of 1031 exchange investors seeking passive, institutional-quality real estate exposure.

Our equity placement approach is designed to support both individual offerings and multi-offering pipelines while remaining aligned with IRS DST guidelines.

Our Equity Solutions Are Designed To:

Support single-asset and programmatic DST offerings
Align equity tranches with financing structures
Facilitate timely closings within 1031 exchange deadlines
Match offerings with current investor demand across asset classes.
We collaborate closely with sponsors to ensure offerings are positioned appropriately for the market without compromising execution discipline.

Our focus is on building repeat relationships with sponsors who value disciplined execution and scalable capital solutions.

Debt Structuring & Capital Stack Advisory

We help sponsors design capital stacks that balances investor objectives, lender requirements, risk management, and long-term asset performance, recognizing that leverage is a strategic option—not a requirement in DST offerings. Depending on investor priorities, asset fundamentals, and market conditions, this may include traditional financing, low-leverage structures, or all-cash executions designed to emphasize income stability, downside protection, and long-term durability. Each structure is evaluated in the context of investor demand, asset type, and execution timeline.

How We Support DST Sponsors

We engage with sponsors early in the structuring process to evaluate DST suitability, determine whether leverage will be utilized or a debt-free approach is more appropriate, and source financing when needed. Our early involvement helps align equity requirements with financing terms, while also reviewing timelines and execution strategies to support a smooth and coordinated offering launch.

Offering Positioning & Capital Alignment

We collaborate with sponsors to position offerings in line with current market conditions and investor demand, including preferences for leveraged versus all-cash DST structures. This analysis considers asset type, geographic diversification trends, target hold periods, and exit considerations to ensure that capital structure and offering design are aligned with both market realities and investor expectations.

Execution & Capital Coordination

Throughout the offering lifecycle, we support sponsors by coordinating equity inflows with financing requirements, managing capital timing to meet acquisition deadlines, and assisting through the full capital-raise cycle. We emphasize clear communication and coordination across stakeholders to help ensure disciplined execution from acquisition through exit.

Sponsors We Partner With

While our work often involves experienced real estate sponsors and institutional-quality assets, we approach each engagement with a focus on alignment, execution discipline, and long-term partnership potential.

We typically partner with sponsors who demonstrate proven operating and asset-management capabilities, manage institutional or semi-institutional portfolios, and take a long-term approach to investor relationships. Prior DST or syndication experience is preferred, and our work most often centers on stabilized or core-plus assets where alignment between sponsors, investors, and asset strategy supports long-term performance.

Common Asset Types

Multifamily
Industrial
Medical office & healthcare real estate
Net-lease retail
Self-storage and specialty assets on a case by case basis

721 UPREIT & Exit Structuring Advisory

As DST programs mature, sponsors increasingly evaluate Section 721 UPREIT structures as a tax-efficient alternative to a traditional asset sale. We work with sponsors to assess whether a 721 exchange is appropriate based on asset performance, investor objectives, portfolio strategy, and long-term capital plans.

A 721 UPREIT structure allows DST investors to contribute real estate into an operating partnership in exchange for OP Units, deferring capital gains and depreciation recapture while transitioning assets into a long-term ownership vehicle.

Our role is to help sponsors evaluate, structure, and position 721 strategies thoughtfully—recognizing that these structures introduce both strategic advantages and meaningful considerations for sponsors and investors alike.

Get in Touch

To learn more or to discuss capital markets advisory. Contact us: 614-633-8744