AcquiDST Deferred Sales Management Platform

AcquiDST is a comprehensive digital platform designed to streamline every aspect of Deferred Sales Trust implementation and management. This solution transforms the traditionally complex, paper-intensive DST process into an intuitive, step-by-step digital experience that ensures compliance while maximizing financial outcomes.

AcquiDST guides you through every stage of the DST lifecycle:

Trust Setup & Formation

• Eligibility Assessment: Interactive questionnaires to determine DST suitability for your specific situation

• Asset Evaluation Tools: Specialized valuation modules for real estate, businesses, securities, and other assets

• Tax Scenario Modeling: Compare DST outcomes with 1031 exchanges and outright sales

• Document Automation: Generate legally compliant trust agreements customized to your jurisdiction

• Professional Selection: Access our curated network of DST-specialized trustees, attorneys, and advisors

Transaction Management

• Asset Sale Coordination: Manage buyer information, escrow processes, and closing requirements

• Promissory Note Creation: Design optimal note structures with compliant interest rates

• Sale Documentation: Generate and manage all required paperwork for a smooth transaction

• Proceeds Verification: Ensure proper handling of funds with multi-level verification

• Trust Funding: Seamlessly transition from sale to investment with funding confirmation

Portfolio Management

• Investment Strategy: Develop personalized strategies based on your risk tolerance and goals

• Performance Tracking: Monitor investments with sophisticated analytics and benchmarking

• Income Management: Track dividends and interest with payment scheduling

• Rebalancing Tools: Maintain optimal allocations with tax-efficient recommendations

• Scenario Modeling: Project outcomes of potential strategy changes before implementation

Compliance Center

• Tax Document Generation: Automatically create required filings with validation checks

• Regulatory Monitoring: Stay current with changing DST requirements and best practices

• Deadline Tracking: Never miss critical filing dates with automated reminders

• Document Maintenance: Ensure all trust documentation remains current and compliant

• Audit Preparation: Organize documentation and processes for internal or external reviews

Professional Network

• Team Coordination: Manage all your DST professionals in one secure environment

• Secure Communication: Exchange sensitive information through encrypted channels

• Document Sharing: Collaborate on documentation with version control and permissions

• Meeting Management: Schedule and conduct virtual meetings with integrated video conferencing

• Service Provider Directory: Find qualified professionals with DST-specific expertise

Reporting & Analytics

• Financial Statements: Generate comprehensive trust financial reports on demand

• Tax Summaries: Review tax implications with detailed breakdowns

• Performance Analytics: Evaluate investment performance with sophisticated metrics

• Compliance Status: Monitor regulatory adherence with visual status indicators

• Custom Reporting: Create personalized reports for your specific information needs

Enterprise-Grade Security & Compliance

AcquiDST incorporates bank-level security measures including end-to-end encryption, multi-factor authentication, and comprehensive audit logging to ensure your sensitive financial information remains protected at all times.