The Realized
Secondary Market

Get Help Selling DST Interests

Investors who wish to sell their DST interests face limited options due to their illiquid nature. However, working with Realized provides investors with a few options that may help1. 

REQUEST TO SELL
SecondaryMarket-Stats-23J27V1J2723

As of March 2023

While investing in Delaware Statutory Trusts (DSTs) can be beneficial for several reasons, DSTs are considered illiquid investments, meaning they cannot quickly be converted to cash. This can be difficult for some investors as circumstances in life change and they may wish to exit their investments earlier than originally planned. That’s why Realized created a secondary market to helps investors find potential buyers for their DST interests.

Realized has launched the industry’s first SEC- and FINRA-reviewed Alternative Trading System for DSTs. Complete with full Qualified Intermediary (QI) integration, Realized has completed over $5M+ in transactions with 85% being at or within 90% of the seller’s asking price. Should your financial goals or needs change, our secondary market can help.

How It Works

If an investor decides to sell his or her interests, they can work with Realized to help find a buyer.2 Once a buyer is identified for the seller’s DST interests, the Realized team works in conjunction with the closing agent, Accruit, to facilitate the transfer of DST interests from seller to buyer.  There is a fee3 for working with Realized to find a buyer, which could cover the following…

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GET YOUR OPINION OF MARKET VALUE (OMV)

Investors can work with Realized to receive a no-obligation Opinion of Market Value (OMV), which is based on recent DST transactions. This Opinion of Market Value can serve as a guide to help investors determine if they would like to attempt to sell their DST interests. The value is based on our proprietary database of historical transactions, and should not be considered an ‘official’ value amount for sale purposes.

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FIND A POTENTIAL BUYER

Realized can help investors potentially find a buyer for their DST interests. Our finder service can potentially help you sell all or part of your DST interests. Neither buyer nor seller is under any obligation in this agreement until closing.

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CLOSE ON YOUR TRANSACTION

If Realized secures a potential buyer and both the buyer and the seller decide to move forward with the transaction, Realized can assist with the required paperwork, approvals, and can help facilitate the sale closing through a secure, third-party, 1031 Exchange-qualified escrow account.

* Opinion of Market Value (OMV) serves as a guide to help you determine if you want to sell DST interests.  OMV's based on a proprietary database of historical transactions, but is not considered "official" for the purposes of a loan or sale of shares.

Benefits of Working with realized to Sell Your DST Interests

SELLING

  • Realized can help you understand the value of your current DST. This is based on information derived from independent, third-party databases on comparable DST investments, historical performance information, future outlook, the anticipated remaining holding period, and market position compared to new primary market offerings.
  • Sellers can market their DST interest to a higher-quality audience of buyers who are pre-qualified 1031 Exchange buyers and interested in purchasing new investment pieces.
  • Potential buyers can make offers to purchase the DST interests and the seller decides whether to accept.
  • DST interests are perfectly divisible, allowing investors to sell less than 100% of a position, as desired.
  • The sale of secondary interest is 1031 Exchange eligible, allowing investors optionality to manage their portfolio.
  • Realized oversees the paperwork and establishes the secure account on the Accruit platform.

BUYING

  • Potential buyers can receive visibility of actual financial performance before investing.
  • Buyers purchasing seasoned interests have potentially shorter holding periods for their investments, which can provide the ability to ladder anticipated holding periods in an investment portfolio.
  • By having holding periods end at different times, this may potentially help manage the reinvestment risk of rolling over investments at the same time.
  • By buying a secondary asset with a shorter duration than new issuance primary market offerings, buyers may start to unlock the value of their investments sooner.
  • Buyers have access to the full and complete file of all formal investor correspondence received directly from the Sponsor.
  • Access to unique offerings that may not be found elsewhere.


1. No guarantee for sale, and DSTs are still classified as an illiquid investment. Accredited investors only.
2. There is no assurance a current owner will be able to sell their  investments.
3. Upon sale, the fee is used as a credit against any fees or commissions due to Realized. 

SECURITIES DISCLOSURE

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.

© 2023 Realized Holdings, Inc.

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