Sequoia Research
Research guides, sponsor and broker reviews, and practical tools for understanding DST investments and 1031 exchanges.
292 results
Research guide
Compare DST portals and document access in 2026. Review public provider features, downloads, versions, adviser permissions, and records after closing.
Research guide
See how equity, assets, rent receipts, and measurement dates change Delaware statutory trust fees, with examples that trace each rate to its dollar cost.
Research guide
Build a clear responsibility map for your DST broker, QI, tax advisor, and investor. Track handoffs, changed documents, cash differences, and closing records.
Research guide
Build a DST provider shortlist around your needs. Compare roles, service terms, research, fees, access evidence, and the questions still open in 2026.
Tool & guide
Record contact routes, instruction versions, and reported verification checks. Keep earlier history without entering bank details or initiating payments.
Tool & guide
Test DST reserves against dated operating cash and expense shocks. Find modeled cash gaps, chosen-floor shortfalls, and the effect of delayed receipts.
Research guide
Learn what an independent DST review should show: sources, conflicts, cash-flow tests, limits and updates. Follow a fictional report from evidence to conclusion.
Tool & guide
Track DST document versions, changed terms, and review notes. Keep earlier conclusions and flag items needing another check when a later packet arrives.
Research guide
Compare selected 2026 DST fee disclosures, then trace equal investments through entry costs, ownership shares, cash flow, debt and a hypothetical sale.
Research guide
Read DST company rankings with a clear method. Check provider selection, evidence, weights, missing facts, paid placement, dates, and changes in rank.
Research guide
Build a DST fee comparison with clear bases, holding periods, missing-cost flags, and investor allocations. Follow a worked five-year worksheet and sensitivity tests.
Research guide
Compare public DST broker diligence processes and learn to trace sources, stress tests, review decisions, and unresolved issues before relying on an approval.
Research guide
Test DST fees against renovation costs, rent assumptions, cash reserves, delays, and exit plans. Follow worked examples without relying on one fee percentage.
Tool & guide
Filter a dated DST provider directory by role, state, budget, and investor status. Add scoped evidence and keep unknown availability visible for follow-up.
Research guide
Compare two 2026 DST reserve disclosures. Trace cash, reserve notes, funding limits and operating changes needed to support projected investor distributions.
Tool & guide
Compare DST compensation arrangements over time, with quarterly billing bases, known fees, service differences, access conditions, and clear unknown-cost flags.
Research guide
Compare two 2026 DST exit disclosures, sale authority, purchase options and ownership changes. See how debt, costs, units and delays affect investor cash.
Tool & guide
Model one DST loan under chosen rates, floors, caps and dates. Compare simple interest and cash assumptions while keeping unpaid principal visible.