Explore selling the DST Interests you currently own via the Realized Marketplace.
Our Marketplace may offer a universe of potential buyers for your Delaware Statutory Trust properties.
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"Seasoned DST Interests" For Sale.
Submit basic information and receive our no-obligation Opinion of Market Value* based on recent transaction. For existing Realized customers, the process is relatively simple.
You decide the asking price for your DST Interests and list it on the Realized Marketplace, seen by thousands of pre-qualified 1031 Exchange Buyers. Existing Realized customers receive priority if space is limited on Marketplace.
Potential buyers can make you offers to purchase and you decide whether to accept.
When you find a Buyer, Realized distributes required paperwork, with sale closing through secure, third-party, 1031 exchange-qualified escrow account.
You are now free to visit the Realized marketplace and complete another 1031 Exchange!
* Opinion of Market Value (OMV) serves as a guide to help you determine if you want to sell DST interests and your asking price. OMV's based on a proprietary database of historical transactions and performed by RZRE Services, LLC. WealthForge Securities, LLC is not involved in the OMV process and has no affiliation with RZRE Services, LLC.
Discuss receiving a no-obligation “Opinion of Market Value” with a Realized DST advisor
The DST Secondary Marketplace that Realized provides may offer current owners of certain 1031 exchange-qualified Delaware Statutory Trust private securities (“DST Interests”) the option to market these DST Investments for sale to investors via our online Realized Marketplace. The Realized Marketplace offers a virtual place where buyers and sellers meet to conduct commerce.
NO. There is absolutely no assurance that a current owner of DST Interests will be able to sell their investments via the Secondary Marketplace. The Secondary Market may provide a mechanism for you to market your DST Interests for sale to Accredited Investors on the Realized Marketplace who are considering purchasing these types of investments. You must always consider DST Interests extremely illiquid, there can be absolutely no assurances that potential buyers will want to purchase your DST Interests. Your decision on whether to invest in DST Interests should be based on the assumption that you will NOT be able to sell these investments.
No. Realized reserves total discretion to determine the DST Interests listed on the Secondary Market. Generally, investors who originally purchased their DST Interests through Realized will be given preference.
Our experience has shown us that sometimes circumstances change unexpectedly for current owners of DST Intesterests, which cause them to want or need to sell their investments. Historically, current owners of DST Interests have not had a way to find potential buyers of these investments.
Conversely, Realized believes some individuals will consider purchasing DST Interest via the Secondary because the investments may offer shorter holding periods, demonstrate track records, and attractive risk-adjusted returns.
To purchase unregistered securities, like DST Interests, each buyer must be an Accredited Investor. An Accredited Investor, also referred to as a sophisticated investor, is an investor with special status under financial regulations. Please speak to your Realized investment advisor to learn more.
You as the owner. To assist you in determining the current value of your DST Interests, Realized may furnish you with its “Opinion of Value.” An Opinion of Value is an educational resource that you may want to consider when determining whether or not to list your DST Interests for sale, and if so, the price you may ask, based on recent transactions, the investment structure, historical performance, current transaction pricing and market trends.
Members of the Realized team have been involved in creation, analysis, sales and tracking the performance of DST Interests since 2004. Through these efforts, the Company has built an ever-expanding database of current and past DST Interest Offerings, which it may draw upon to arrive at an Opinion of Value.
As with any investment in real estate, the value of DST Interests will fluctuate over time based on specific economic conditions, location and property performance. An Opinion of Value provides absolutely no assurance of the actual price of your DST Interest, which is ultimately determined between buyer and seller.
The owner of the DST Interests has total discretion over whether or not to accept an offer from a prospective buyer.
Yes. Owners of DST interests generally have the ability to sell their investments. However, because your DST interests are private securities sold pursuant to exemptions from registration provisions of federal and state securities laws, the resale of DST Interests are subject to certain restrictions on transfer. Sale of your DST interests must comply with all federal and state securities laws, are subject to the approval of the Sponsor and, in some cases, subject to approval of the lender. For these reasons, it is important to consult an investment advisor familiar with the governing DST Offering Documents, as well as federal and state securities laws.
Yes. If your DST interests were acquired as part of a 1031 exchange, or if you plan to conduct another 1031 exchange upon the sale of your current DST interests, your period of ownership may be scrutinized by the IRS. Generally, the holding period “safe harbor” for property involved in a 1031 exchange is at least two years. Prior to deciding to sell your DST Interests, you should seek your tax professional’s input, interpretation and guidance. Realized does not provide tax advice.
Generally, yes. The opportunity to complete another 1031 exchange is triggered by either, the sale of the underlying property a DST owns, or the sale of an investor’s DST Interests. Prior to deciding to sell your DST Interests, you should seek your tax professional’s input, interpretation and guidance. Realized does not provide tax advice.
There is no legal requirement that you use a broker to sell your DST. Many buyers, however, find that using a broker and a private market platform like Realized provides several advantages. These include a large amount of sell-side inventory, experience with private company transfer processes, knowledge of applicable securities laws and transaction documents, and the expertise to bring these elements together in a successful transaction.
A Qualified Intermediary is not needed to sell your DST interest. However, if you plan on doing a subsequent exchange upon the sale of your DST interest, then yes, a Qualified Intermediary is required and the same rules and procedures apply as with any 1031 exchange. Please speak to your Realized investment advisor about the rules for purchasing another 1031 investment.
The DST Secondary Market is relatively new - so it can be hard to know how long it may take to sell your DST interests, or if they will actually sell. Like selling a house or a personal item on eBay, one of the primary determinants of how quickly something sells is how aggressively you set the price.
Generally, DST Sponsors are supportive of investors finding liquidity for their DST Interests. They do, however, have a number of valid concerns regarding such sales. These include sensitivity to disclosure of financial information, the impact secondary sales may have on their current DST offerings, compliance with loan covenants, and compliance with securities laws. Each Sponsor has different policies and processes in place to address these concerns. Speak to a Realized investment advisor who can provide guidance on the process for your DST Sponsor.
All funds transfer are handled through a third-party escrow account.
Generally, yes. DST Interests are divisible and may be sold in smaller increments. Note however, that there are minimum requirements of offering amounts on the DST Secondary Market. Please see the question below for more detail.
The minimum amount of DST Interests to list on the DST Secondary Market is typically $100,000 or greater of original investment amount. The actual minimum of any listing is at the sole discretion of Realized and may be based on a variety of factors including underlying property type, operating performance, availability and completeness of offering-related documents and information, general DST supply and demand conditions, and weather or not the potential seller purchased the original offering through Realized. Please speak to your Realized investment advisor regarding your specific situation.
The costs associated with selling your DST Interest are a function several factor including whether you are an existing customer and the amount of DST interest sold, as well as other. For more information, call Realized.
Generally, the transaction costs are split between the seller and the buyer. The costs associated with selling your DST Interest vary depending on the size of the investment you are attempting to sell.
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Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized”). Equity securities offered on this website are offered exclusively through WealthForge Securities, LLC, a registered broker/dealer and member of FINRA/SIPC("WealthForge"). WealthForge and Realized are not affiliated. WealthForge generally invoices the issuers and/or companies sponsoring real estate projects listed on the Realized1031.com marketplace for WealthForge's execution of the securities offering and other services; Affiliates of Realized are separately paid by WealthForge for use of Realized's technology, reporting, communications, and administrative services; and several officers and employees of Realized or its affiliates are registered representatives of WealthForge and may be compensated in such capacity. Thus, each of Realized, and those of its officers and employees that are registered representatives of WealthForge, will realize compensation through WealthForge as a result of any equity transaction. By accessing this website and any pages thereof (including any pages accessed by or through the website), you agree to be bound by our Terms of Service and Privacy Policy. Realized1031.com is intended only for accredited investors (for persons residing in the U.S.), and for non-U.S. persons residing abroad in jurisdictions where securities registration exemptions apply.
Realized does not make investment recommendations, and no communication through this website or in any other medium should be construed as investment advice, nor does it make any recommendations regarding the appropriateness of particular opportunities for any investor. Realized does not provide tax or legal advice and no communication through this website or in any other medium should be construed as tax or legal advice. All prospective investors must certify that they are accredited investors, suitable for this type of illiquid investment, and must acknowledge that they have received and read all investment terms and conditions. Many investment opportunities posted on this website are “private placements” of securities made pursuant to an exemption from registration and have not been registered with Securities and Exchange Commission (“SEC”) or any state securities regulator. Securities offered on this website are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Securities offered on this website are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Realized, WealthForge or their respective affiliates, and MAY lose value. Realized makes no representations or warranties as to the suitability of any investment opportunity posted on this website as eligible like-kind property in connection with tax deferred exchanges under IRC §1031. Neither the SEC nor any federal or state securities commission or regulatory authority has recommended or approved any investment opportunity presented on the website or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.
Any financial projections or pro-forma returns shown on the website are illustrative examples only, and there can be no assurance that any such projections or valuations provided are accurate or in agreement with market or industry valuations. Any investment representation or information contained herein has been secured from sources Realized believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Fluctuations in the value of the assets that are the subject of any investment are to be expected. Tenant vacancies, competition from similar properties, or potential environmental conditions at the property may negatively impact rents and cash flows. Additional risks exist due to a variety of factors, including, but not limited to, leverage, market risks, business risks, management, adverse tax consequences, and such other risks more particularly described in the related offering materials. There is a potential for loss of part or ALL of the investment capital, and each investor should understand that all capital invested may be lost. Investors should only consider these investments if they have no need for liquidity and can bear the risk of losing their entire investment. Check the background of this firm on FINRA's BrokerCheck.
*Past performance is not indicative of future performance.
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