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When Evaluating a DST, What Do You Know About How It May Exit?

Blue Vault data shows that 53.8% of open DSTs with a populated exit type reference a 721-related exit. Advisors should examine the specific classification, offering provisions and potential outcome rather than treating every 721 reference as equivalent.

Fed Raises Target Rate by 25 Basis Points

The Federal Reserve raised its target rate by 25 basis points to 3.75%–4.00%, creating different considerations across alternative-investment strategies.

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DST Exit Due-Diligence Checklist

DST Exit Due-Diligence Checklist

Blue Vault Advisor Resource DST Exit Due-Diligence Checklist A DST’s stated exit can affect what the investor may own, when liquidity could become available and who controls...

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Before You Use a DST: What Do You Know About the Sponsor?

A DST offering may be new, but the sponsor is not. Blue Vault’s closed and full-cycle data can help advisors evaluate distribution history, exit outcomes, equity exposure and, where relevant, the REIT that may sit at the end of a 721 strategy.

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