1031 DST Portfolio Builder
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The 1031 Exchange DST Portfolio Builder is an educational tool that illustrates how DST offerings currently in our inventory could be combined to satisfy a 1031 exchange's equity and debt requirements. Enter your equity and debt targets, and the tool assembles hypothetical portfolios — using one to six DSTs with a $100,000 minimum each — that mathematically match your exact dollar amounts. Results are ranked by blended cash-on-cash yield and show projected distributions along with sponsor, asset class, and geographic mix.
The portfolios shown are hypothetical examples for illustration only — not investment recommendations, solicitations, or offers, and not personalized to any individual's situation. DST interests are offered solely through each sponsor's Private Placement Memorandum, are available only to accredited investors, and involve material risks including potential loss of principal. Please review the relevant PPM and consult your CPA, attorney, and registered representative before making any investment decision.
