What We Do

We Start With Your Exchange — Not a Property

Every exchange is different. We start with the details of your sale — including the equity, debt and property value, your closing date and deadlines, and what you want from your next real estate investment.

Based on your exchange requirements, we review replacement-property options and different levels of leverage, including debt-free alternatives. Depending on your exchange and objectives, that may mean one DST or several.

We Give You Choices — Then Help You Narrow Them

We maintain relationships with established DST sponsors offering professionally managed real estate across different property types, states and loan-to-value (LTV) levels. That gives us the ability to compare different DST options rather than trying to make one sponsor or one property fit every investor.

For particularly large exchanges, additional options may be available, including the opportunity to work with a sponsor on a DST structured specifically for the investor.

We Review Before We Present

We have never sold a 1031 DST offering without a Due Diligence Legal Opinion.

Finding an available DST that meets your objectives is only the beginning. We review the offering, incorporate independent third-party due diligence into our process, conduct our own analysis and, over the years, have visited many of the properties. If you would like to see a property yourself, we can often arrange a visit for you.

If we believe another approach may be more appropriate for your situation, we’ll tell you.

Nothing Moves Until It’s Right

Once you select a DST investment, we work with you to complete the subscription documents, often together in person, by phone or by Zoom. We get the required signatures, check and recheck the completed package, and submit it to the DST sponsor.

At the same time, we work closely with your qualified intermediary to confirm the exchange amounts and important dates, including your 45-day identification and 180-day exchange deadlines. We check and recheck the numbers — including equity, debt and loan-to-value when applicable — to identify potential shortfalls in the amounts needed to complete the exchange and keep the exchange on track.

Once the documentation and exchange details have been confirmed, NexTrend lets the sponsor know the investment is ready to proceed. The sponsor then coordinates with your qualified intermediary to receive the exchange funds and complete the investment closing. NexTrend remains part of the communications with you, the sponsor and the QI throughout the process.

After closing, we receive a copy of the completed closing documents and add them to your secure online document account, giving you one place to maintain your investment documents with NexTrend Securities.

These can be significant transactions with a lot of moving parts. We stay involved because the details matter.

Our Job Doesn’t End at Closing

A 1031 DST real estate investment is typically held for several years.

We help establish access to sponsor investor portals and assist with ongoing account matters, such as changes to contact information, ownership or trust information.

After closing, the DST sponsor communicates directly with you and NexTrend Securities regarding quarterly reports, tax documents and other investor information. If you need additional information from a sponsor, we work directly with the sponsor — including senior management when appropriate — to help get the information and answers you need.

When the Property Is Sold

When a DST property is sold, we evaluate the disposition information with you and discuss the steps that follow.

If you are considering another 1031 exchange, we work with you, the sponsor and your qualified intermediary to coordinate the process and review replacement-property options.

From your first exchange conversation through the sale of the DST property, our job is to make the process easier for you.