September 23, 2026
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.

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

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.

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