Accredited Investor Qualification

An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

Thank you for your interest in DST investing. While SEC regulations require accredited investor status for personalized DST guidance, I’d like to make sure you don’t leave empty-handed. I’d like to send you a complimentary copy of my new book (electronic version), How To Build Tax-Free Wealth Using A Delaware Statutory Trust — it covers everything you need to know to evaluate whether this strategy belongs in your future.

Just provide me with your contact information below:

Your answers are about to shape a personalized DST investment profile — a custom analysis based on your specific timeline, goals, and risk preferences. To deliver your profile, we need to know where to send it.

Emergency DST Solutions Path:

Time is your most critical resource right now, and we understand the pressure of an active 1031 exchange deadline. The good news: Delaware Statutory Trusts are uniquely designed to solve exactly this problem. DSTs close quickly, qualify as like-kind replacement property under IRS guidelines, and can be deployed in a matter of days — making them one of the most reliable backup strategies available when your deadline is approaching.

From here, we’ll focus specifically on identifying DST properties available for immediate acquisition, fast-closing opportunities that align with your equity and investment parameters, and a deadline-specific action plan to keep your exchange on track and your tax deferral intact.

Strategic DST Planning Path:

Planning ahead is one of the smartest moves an investor can make — and it puts you in a position most people never enjoy: the ability to choose the right DST strategy on your terms, without the pressure of a ticking clock.

With time on your side, we can take a more comprehensive approach. That means analyzing your current portfolio and long-term wealth goals, identifying the DST structure that best aligns with your income needs, risk tolerance, and estate planning objectives, and keeping an eye on market timing so you’re positioned to move when the right opportunity presents itself

Whether a 1031 exchange is on the horizon or you’re simply exploring tax-advantaged alternatives, this path is designed to give you clarity, confidence, and a well-considered strategy before you commit a single dollar.

Question 2:

Investment Timeline Preference

Growth-Focused DST Portfolio:

A 5 to 7 year horizon gives us meaningful room to pursue DST opportunities where the real value lies in what the property can become — not just what it produces today. This is the sweet spot for growth-oriented strategies, where appreciation potential and market trajectory matter as much as current income.

For your portfolio, we’ll focus on value-add properties in markets demonstrating strong economic momentum, population growth, and infrastructure development. These opportunities carry a higher risk/reward profile by design — and for investors with your timeline and appetite, that tradeoff has historically produced compelling results

Think emerging metros, strategically positioned commercial assets, and development-adjacent projects where the underlying fundamentals support long-term value creation. The goal is to exit a stronger, more valuable position than where you entered.

Income-Focused DST Portfolio:

A longer investment horizon opens the door to a different kind of wealth-building strategy — one built on stability, predictability, and the compounding power of consistent cash flow over time. For investors thinking in decades rather than years, an income-focused DST portfolio is often the most effective path.

We’ll prioritize institutional-quality properties with long-term leases already in place, occupied by credit tenants in essential service sectors — the kinds of businesses that pay their rent reliably regardless of what the broader economy is doing. Think national healthcare providers, logistics operators, and recession-resilient retail anchors.

The emphasis here is on protecting your capital, generating dependable distributions, and building a real estate portfolio designed to perform quietly and consistently for years to come.

Question 3:

Property Type Preference

Multifamily DST Options:

Residential real estate has always been grounded in one undeniable truth: people will always need a place to live. For investors who share that philosophy, multifamily DSTs offer a compelling combination of consistent demand, broad demographic appeal, and a range of asset types tailored to your specific goals.

Your portfolio will draw from a spectrum of residential opportunities — from garden-style apartment communities and upscale luxury developments to student housing near major universities and senior living facilities serving the rapidly growing 65+ population. We’ll also look closely at workforce housing in high-growth markets, where supply constraints and strong employment trends continue to support healthy occupancy rates and reliable distributions.

Residential-focused DSTs tend to resonate with investors who want real estate they can understand intuitively — assets rooted in human need rather than market cycles.

Industrial/Medical/Office/Retail Options:

Commercial real estate has undergone significant evolution in recent years, and the most resilient asset classes have emerged stronger as a result. For investors drawn to the operational scale and long-term lease structures that commercial properties offer, DSTs in this space can deliver exceptional stability alongside strong income potential.

Your portfolio will focus on the commercial sectors demonstrating the most durable fundamentals: distribution centers and last-mile logistics facilities fueled by the continued growth of e-commerce, medical office buildings serving an aging population with non-discretionary healthcare needs, and triple-net lease retail and office properties anchored by national credit tenants who maintain their obligations regardless of economic conditions.

These are assets built around necessity — and in commercial real estate, necessity tends to translate directly into consistent performance.

Mixed Portfolio Recommendation:

For investors who recognize that no single asset class has a monopoly on opportunity, a diversified DST portfolio offers something the single-focus strategies simply cannot: balance. Spreading exposure across residential and commercial property types, multiple geographic markets, and a range of tenant profiles creates a portfolio that’s designed to perform across different economic environments rather than depending on any one sector to carry the weight.

Your mixed portfolio strategy will be built around intentional diversification — balancing property types to reduce concentration risk, layering in geographic exposure to insulate against regional economic shifts, and optimizing the overall risk-adjusted return profile of your holdings. The result is a DST portfolio that’s resilient by design, positioned to generate dependable income while preserving the flexibility to capture appreciation where market conditions support it.

This is the approach of investors who think in terms of portfolios rather than just properties.

Question 4:

Geographic Investment Preference

Familiar Market Strategy:

There’s a real advantage in investing close to home — and it goes beyond comfort. Investors who know their regional market intimately bring something to the table that no research report can fully replicate: firsthand understanding of local economic drivers, employer trends, population shifts, and neighborhood dynamics that shape long-term real estate performance.

Your DST portfolio will be built around markets within your backyard — properties within approximately 500 miles of your location in metros and submarkets where you have natural visibility and genuine insight. We’ll align your holdings with the economic trends you’re already tracking, giving you a portfolio that feels grounded and knowable rather than abstract and distant.

For investors who prefer to keep their real estate close enough to understand, this strategy turns local knowledge into a genuine competitive advantage.

Coast-to-Coast Portfolio:

One of the most compelling features of DST investing is the ability to own institutional-quality real estate in markets you’d never be able to access as an individual buyer — and a coast-to-coast portfolio puts that capability to work in the most deliberate way possible.

Geographic diversification isn’t just about spreading risk. It’s about building a portfolio that isn’t dependent on the economic health of any single region, insulated from localized weather events and natural disasters, and positioned to participate in growth wherever it emerges across the country. From the Pacific Northwest to the Southeast, from the industrial Midwest to the high-growth Sun Belt, your portfolio will reflect the breadth and diversity of the American economy itself.

For investors who think nationally, this strategy ensures your real estate holdings do the same.

Emerging Market Strategy:

The most significant wealth creation in real estate rarely happens in markets that have already arrived — it happens in the markets that are arriving right now. A growth-market-focused DST strategy is built around identifying and positioning in those markets before the broader investment community fully prices in their potential.

Your portfolio will concentrate on the metros and submarkets driving the next chapter of American real estate growth: Sun Belt cities experiencing sustained population and job inflows, technology and innovation hubs attracting a young, high-earning workforce, and logistics corridors being reshaped by the infrastructure demands of modern commerce. These are markets where demographic tailwinds, employer expansion, and housing supply constraints are working together to create conditions for above-average appreciation.

This is the strategy for investors who understand that growth is a destination — and who want to be positioned there before the crowd.

Question 5:

Risk Tolerance Assessment

Stable Distribution Strategy:

For investors who have spent a career building wealth, the priority often shifts from accumulation to preservation — and the question becomes less about how much you can make and more about how reliably you can make it. A stable distribution strategy is built around exactly that principle: consistent, dependable income backed by the strongest possible tenant profiles and lease structures.

Your DST portfolio will be anchored by credit tenant properties on long-term leases of 10 years or more — occupied by essential service businesses whose operations are largely insulated from economic downturns. Think national healthcare networks, government-adjacent services, and necessity-based retailers whose revenues don’t fluctuate dramatically when the broader economy does. With target distributions in the 5–7% range and a deliberate focus on minimizing volatility, this strategy prioritizes the steady, predictable performance that lets you plan your financial life with confidence.

For investors who’ve earned the right to stop chasing returns and start enjoying them, this is the portfolio that delivers.

Core-Plus Strategy:

The most sophisticated investors often arrive at the same conclusion: a portfolio that forces you to choose between income and growth is a portfolio that’s working against itself. The Core-Plus strategy is built on the premise that you shouldn’t have to make that trade-off — that thoughtfully selected DST investments can deliver meaningful current income while retaining genuine appreciation potential.

Your portfolio will be centered on established, institutional-quality properties with stable occupancy and reliable cash flow — paired with select value-add opportunities where strategic improvements or favorable market positioning create room for above-average returns over time. With target returns in the 6–8% range and a measured approach to risk, this strategy is designed to perform in multiple economic environments without overexposing your capital to any single outcome.

This is the strategy for investors who want balance not as a compromise, but as a deliberate choice.

Opportunistic Strategy:

For investors with the risk tolerance and long-term perspective to look past near-term volatility, the opportunistic DST strategy offers something the more conservative approaches simply cannot: the potential for transformational returns driven by development, redevelopment, and early positioning in markets where the fundamentals are still being established.

Your portfolio will pursue the highest-conviction growth opportunities available — development and redevelopment projects where value is actively being created rather than simply maintained, emerging property types benefiting from structural shifts in how people live and work, and high-growth markets where population and economic momentum are still accelerating. Return targets of 8% and above reflect both the ambition of this strategy and the higher volatility that comes with it. This is not a portfolio for investors who need certainty — it’s a portfolio for investors who understand that the greatest rewards are reserved for those willing to accept and intelligently manage meaningful risk.

For the right investor, volatility isn’t the enemy. It’s the opportunity.

Question 6:

Investment Amount Range

Focused Strategy Recommendations:

A focused DST investment isn’t a limitation — it’s a strategy. For investors in this range, the most effective approach is often a single, carefully selected DST that concentrates your capital in a high-quality asset aligned precisely with your goals, timeline, and risk tolerance rather than spreading it thin across multiple holdings.

Your recommendation will zero in on one institutional-quality DST investment, chosen for its sponsorship strength, tenant profile, market positioning, and alignment with the preferences you’ve identified throughout this process. Concentrated exposure means simplified reporting, streamlined management, and a clear, uncomplicated view of how your investment is performing at any given time. There’s real value in knowing exactly what you own and why you own it — and this strategy is built to deliver that clarity.

A single great investment, chosen thoughtfully, will always outperform a collection of average ones.

Diversified Portfolio Approach:

At this investment level, you have the capital to build something more than a position — you can build a portfolio. A diversified DST approach in this range typically involves two to four carefully selected investments spread across property types, tenant categories, and geographic markets, creating a foundation of balance and resilience that a single-asset strategy simply can’t match.

Your portfolio will be constructed with intentional diversification at every level — property type exposure tailored to your preferences, geographic distribution designed to reduce regional concentration risk, and tenant diversity that insulates your income stream from sector-specific disruptions. Professional portfolio optimization means these investments won’t be selected in isolation; each one will be evaluated for how it contributes to the overall risk, income, and growth profile of your holdings as a whole.

This is where DST investing begins to function as genuine wealth management rather than a single tactical decision.

Institutional Portfolio Strategy:

At this level of capital deployment, the DST landscape opens up in ways that simply aren’t accessible to smaller investors — and your strategy should reflect both the sophistication and the opportunity that comes with that position. A multi-investment institutional portfolio enables the depth of allocation, asset quality, and structural complexity that experienced investors and their advisors expect at this scale.

Your portfolio will be built across multiple DST investments with deliberate, sophisticated allocation across property types, markets, lease structures, and return profiles — designed to function as a cohesive wealth management instrument rather than a collection of independent assets. You’ll have access to exclusive high-minimum opportunities that are never available to the broader market, including institutional-grade offerings with sponsorship pedigrees and asset quality that reflect your level of commitment. And your DST holdings will be integrated into your broader wealth management picture — coordinated with your tax planning, estate strategy, and overall financial architecture for maximum impact.

This is the portfolio for investors who understand that at a certain level, how you invest matters as much as what you invest in.

Question 7:

Experience Level

Education-First Approach:

Every experienced real estate investor started exactly where you are — and the ones who built lasting wealth didn’t do it by rushing. They did it by taking the time to understand what they owned, why they owned it, and how it fit into a larger financial picture. That’s precisely the foundation we’ll help you build.

Your DST journey will begin with education, not just a transaction. Before any investment recommendation is made, we’ll make sure you have a clear, confident understanding of how Delaware Statutory Trusts work, what to expect as an investor, and how DSTs can serve your specific tax and wealth-building objectives. Your initial portfolio will focus on conservative, well-established properties with strong sponsorship histories and transparent track records — assets chosen as much for their clarity and reliability as for their financial performance.

Throughout the process, you’ll have enhanced access to our team for questions, guidance, and ongoing communication. The goal isn’t just to make a good first investment — it’s to make sure you have the knowledge and confidence to keep making good investments for years to come.

Guided Growth Strategy:

You’ve been around the block enough to know what questions to ask — and experienced enough to know that the right guidance still makes a meaningful difference. The Guided Growth strategy is built for investors at exactly this stage: past the basics, not yet at the point of going it alone, and looking for a partner who respects both your existing knowledge and your appetite for continued growth.

Your DST portfolio will pursue moderate risk/reward opportunities that go beyond the most conservative offerings without venturing into the speculative end of the spectrum — a deliberate middle ground where strong fundamentals meet genuine upside potential. You’ll receive regular market updates and portfolio analysis to keep you informed and engaged without overwhelming you with unnecessary detail, and your decision-making process will be collaborative — guided by our expertise while leaving meaningful room for your own judgment and preferences.

This is the strategy for investors who are ready to grow into sophistication, not just be handed it.

Sophisticated Opportunities:

You’ve built the knowledge, survived the cycles, and developed the instincts that only come from genuine experience in commercial real estate. At this point, what you need isn’t education or hand-holding — it’s access. Access to the most complex, nuanced, and exclusive DST offerings in the market, and a team sophisticated enough to engage with you at the level you’ve earned.

Your portfolio will be drawn from opportunities that never reach the broader market — complex DST structures, unique asset configurations, and high-conviction plays that require the kind of investor experience and tax sophistication you bring to the table. Our engagement with you will be direct, efficient, and substantive: peer-level dialogue focused on strategy, structure, and outcomes rather than fundamentals you mastered long ago. Advanced tax planning and estate strategy integration will be woven into every recommendation, ensuring your DST investments are optimized not just as standalone assets but as components of a comprehensive, multigenerational wealth architecture.

For investors who have done the work, this is where the real conversation begins.

Your Personalized DST Strategy Is Ready.

Based on your responses, Daniel Goodwin — Chief Investment Strategist at Provident 1031, Amazon Best Selling author of How To Build Tax-Free Wealth Using A Delaware Statutory Trust, and one of the country’s leading authorities on Delaware Statutory Trust investing — will personally review your profile and walk you through the DST opportunities best aligned with your goals, timeline, and investment philosophy.

This isn’t a sales call. It’s a focused, no-obligation strategy session built entirely around what you’ve told us matters most to you.

When you book your call, a summary of your personalized strategy profile will be sent directly to your inbox — so you can review your results and have them on hand before your session with Dan.