Are you a CRE or CCIM broker looking to secure new listings this year? If so, join us for lunch on Wednesday, February 11 to learn how a DST (Delaware Statutory Trust) can potentially unlock property listings that might otherwise never hit the market.

This session provides a practical overview of the ownership experience for a DST investor, including how property NOI flows to investors, the ability to assume non‑recourse debt, how depreciation allowances are allocated, and how DSTs preserve a basis step‑up for estate planning.

We will cover strategies CRE and CCIM brokers can use to unlock listings using DSTs, including how to support clients navigating tight 1031 timelines, limited inventory, and off‑market opportunities. The session will also outline key differences between DSTs and UPREITs, investor considerations, and suitability within a 1031 exchange.

Key questions we will address include:

• Why would a CCIM broker introduce DSTs to a client?

• What are the returns and risks of DSTs, how are they managed, and who is in charge?

• When might a DST make sense for a real estate investor compared to traditional real estate?

• Why are Baby Boomers listing their properties and exchanging into DSTs?

This session is strictly educational and designed to help brokers understand DST mechanics, investor expectations, and the regulatory boundaries that govern how brokers can support clients in 1031 exchanges.

Ashland Pacific is a branch office of DFPG Investments, LLC. Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. Investment Advisory Services offered through Diversify Advisory Services, LLC. Ashland Pacific is not affiliated with DFPG or Diversify.

Agenda:

11:30 a.m. | Networking
12:00 p.m. | Presentation and Lunch

Cost:

Members: $65; Non-Members: $80

Contact:

Laura Druck, Chapter Administrator