DST - Analysis Request
Please complete to the best of your knowledge so that your analysis is accurate!
Spouse Name (if Married)
Street Address Line 2
State / Province
Postal / Zip Code
Mobile Phone Number (Very Important that this is correct so we can discuss your DST!)
Mobile Phone Number
What other types of investments do you currently own?
Other Real Estate (Investment) (Not the item for sale)
Other Active Businesses (Not the item for sale)
Stocks, Bonds, Mutual Funds
Life Insurance Programs (Variable, Annuity, Whole Life, Etc.)
How did you find the DST strategy?
Professional Adviser (Financial, Attorney, Banker, Real Estate Professional)
Tell us the name of the person who referred you:
Property / Sale Information
Describe what is being sold:
Business? Real Estate? Commercial? Residential? Land? Stocks? Crypto?
When is the estimated sales date?
Date - NOTE: best estimate is fine, we know in some cases this may not be accurate. If unsure, use 1/1/2025 and tell us more below.
What is the goal for the funds post sale?
Vacation? Cash Flow? Buy other asset classes?
If you are unsure of the date of sale (not yet set) please put 1/1/2025 and tell us more about what you expect here:
In what state is the item being sold located?
Required as it changes the calculations & laws applied
Status of Property being sold?
Not currently listed
Listed, no buyer
How is the property owned?
Have you lived in this property for at least 2 of the last 5 years?
What is the fair market or resale value of the property after commissions, fees, etc? ($)
Total amount of loans and/or mortgages that will be paid from the sales proceeds? ($)
What is the propert(ies) basis (cost + improvements) before depreciation? ($)
What is the amount of depreciation that has been taken to date (if applicable)? ($)
You may need to review your tax return or check with your CPA - Best estimate is fine for the initial analysis, but accurate is best!
What was your income for the year of sale, not including the sale? ($)
If this DST analysis relates to a failed 1031 exchange (or one you know will fail) please tell us who your 1031 exchange Qualified Intermediary (QI) is:
Any other notes you want to tell us about your deal or otherwise?
Should be Empty: