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 the final decision.
Use this one-page checklist to evaluate:
- The offering’s stated exit path
- What a 721-related classification means for the specific offering
- What the investor could receive at exit
- Timing, control and approval provisions
- Fees, liquidity and potential tax considerations
- How possible exit outcomes compare
One-page PDF
This checklist is provided for informational purposes only and does not constitute tax, legal or investment advice. A 721-related exit is not guaranteed to occur. Review the applicable offering documents and consult appropriate tax, legal and investment professionals.
