Sequoia Research
Research guides, sponsor and broker reviews, and practical tools for understanding DST investments and 1031 exchanges.
552 results
Research guide
Plan for a DST hold that lasts longer than expected. Compare exit dates with retirement costs, major purchases, estate needs, and accessible cash.
Tool & guide
Compare DST provider roles, record accepted tasks, and flag missing owners or unclear handoffs. Export a source-linked work plan without invented scores.
Research guide
See how DST payouts fit a household income plan. Test distribution coverage, payment dates, taxes, reserve needs, and the effect of a cut or payment stop.
Research guide
Use a decision interview before committing exchange proceeds. Check cash needs, DST documents, fees, debt terms, professional roles, and open questions.
Tool & guide
Compare keeping a rental with a replacement investment. Model sale costs, cash flow, capital work, user-supplied taxes, and ending proceeds.
Research guide
Check DST offering capacity, reservation terms, broker access, and closing steps. Learn what to confirm before relying on an allocation for a 1031 exchange.
Research guide
Look behind DST star ratings. Check rating weights, missing data, review samples, paid awards, source dates, and the facts that can change a decision.
Tool & guide
Build a DST due diligence record with source pages, dates, questions, responses, and review status. Export your research and restore it later.
Tool & guide
Check six parts of a DST review. Record source pages, dates, coverage gaps, and next questions, then download your checklist without an investment score.
Research guide
Compare DST sponsors, brokers, and qualified intermediaries by role, fees, records, and assigned tasks. Use a practical team review before closing.
Tool & guide
Test how DST reserves respond to lost rent and added costs. View monthly balances, depletion timing, and funding gaps under your stated assumptions.
Tool & guide
See how NOI, exit cap rates, sale costs and debt change modeled DST sale proceeds. Compare scenarios with a transparent grid and worked examples.
Tool & guide
Calculate DST returns from dated cash flows. See equity multiple, annualized return, estimated values, and cases where a single IRR is misleading.
Tool & guide
Convert DST fees based on equity, assets or revenue into dollars. Keep original terms visible and compare costs using clear sources and worked examples.
Tool & guide
Map DST fees by year, compare fee bases, and separate documented costs from assumptions with a transparent, investor-level fee calculator.
Tool & guide
Map DST sponsors, issuers, trustees, managers, and guarantors. Keep source records, role limits, and unverified links visible in a downloadable research file.
Tool & guide
Compare DST income needs, cash access, workload, and control. Build a personal discussion agenda with clear cash math and no suitability score.
Research guide
Separate DST sponsor capabilities from property economics. Review people, controls, track records, cash flow, debt, and the links between them.