Who Qualifies to Invest in a DST?
Accredited investor standards and why most DSTs are limited to them.
Why accreditation matters
Most DST interests are sold as private placements under SEC Regulation D, which generally limits sales to accredited investors.
The main tests
You may qualify with a net worth over $1 million (alone or with a spouse or partner), excluding your primary residence; or income over $200,000 individually, or $300,000 jointly, in each of the past two years with the same expected this year; or certain professional licenses such as the Series 7, 65, or 82.
How it's verified
Sponsors and broker-dealers will typically ask you to complete a questionnaire and may request documentation. Many long-time property owners qualify once the equity in their investment real estate is counted.
Have questions about your situation?
Book a complimentary strategy call with Creative Capital Wealth Management Group.
Schedule a Strategy CallEducational information only; not tax, legal, or investment advice. DSTs involve risk, including loss of principal, and are available only to accredited investors. Consult your own advisors.