Six fillable sections: sponsor, property, debt, fees, distributions, legal
Workbook
The DST Due Diligence Workbook
A structured framework for evaluating a specific DST sponsor and offering.
What's Inside
What you'll find in this guide
A red flags checklist to spot common warning signs early
A summary scorecard to bring to your CPA, attorney, and adviser
Designed to be completed alongside a specific PPM or offering memorandum
If you've been presented with a specific DST offering, this workbook gives you a consistent framework for evaluating it — sponsor track record, property fundamentals, debt structure, fees, and more — section by section.
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This material is for educational and informational purposes only and does not constitute investment, tax, accounting, or legal advice. Delaware Statutory Trusts are illiquid, involve sponsor and real estate risk, are generally available only to accredited investors, and may result in loss of principal. Insight Investment Advisers — decision-first, product-second.
