Resources
Resources for advisor adoption in 1031, DST, and 721.
Use these materials to understand the gap between product access and advisor adoption, the role of the advisor conversation, and the practical tools sponsors and platforms need before a client real estate question tests the relationship.
Start here
Start with the most useful guides for advisors, sponsors, and platforms.
- For AdvisorsWhat Advisors Need Before a 1031/DST ConversationQuestions, role boundaries, and next steps for advisors before a client asks about a 1031 or DST.Read
- For SponsorsWhy Product Access Does Not Create Advisor UsageGetting on a platform is not enough. Advisors still need to understand what the product is, when it fits the conversation, and how to explain it.Read
- What We BuildScripts, Guides, FAQs, Maps, and Product ExplanationsThe practical tools DPP builds for advisor and sponsor teams.Read
- Conversation MapWhere the 1031/DST/721 Conversation BreaksA simple map of where the 1031/DST/721 client conversation tends to break down.Read
Advisors
For advisors who need to know what to ask, what to say, and when to bring in the right experts.
- For AdvisorsWhat Advisors Need Before a 1031/DST ConversationQuestions, role boundaries, and next steps for advisors before a client asks about a 1031 or DST.Read
- For AdvisorsHow Real Estate Wealth Exposes Advisor Blind SpotsWhat can go wrong when a client sells real estate and the advisor is not ready.Read
- For Advisors1031 Capital vs. LP CapitalWhy 1031/DST capital behaves differently from traditional LP equity, and what that means for the conversation.Read
Sponsors
For sponsors who need advisors to understand the product before they bring it to clients.
- For SponsorsWhy Product Access Does Not Create Advisor UsageGetting on a platform is not enough. Advisors still need to understand what the product is, when it fits the conversation, and how to explain it.Read
- For SponsorsWhy Advisors Don’t Use Products They Can’t ExplainAdvisors use products they can explain. What makes a product easier for them to discuss.Read
- For SponsorsWhere Sponsor Product Explanations BreakSponsor decks are often too complex for advisor conversations. This explains where the explanation breaks.Read
- For SponsorsWhat Sponsors Need Before Launching a DST ProgramStructure and distribution are not enough. Advisors still need product language they can use with clients.Read
- For SponsorsSponsor Questions: Making an Offering Advisor-UsableCommon sponsor questions about making a DST/REIT offering advisor-usable.Read
Platforms
For platforms trying to turn product access into advisor usage.
- For PlatformsWhy RIA Distribution Stalls After AccessAccess gets the product on the shelf. Advisors still need simple language and client scenarios before they use it.Read
- For PlatformsWhy Product Shelves Need Simple Advisor LanguageA spot on the shelf is not enough. What advisors need before they use a 1031/DST/721 product.Read
- For PlatformsHow Product Access Becomes Advisor UsageHow product access turns into advisors who can actually explain the product.Read
- For PlatformsThe Economics of Reusable Advisor LanguageWhy reusable advisor language beats re-explaining the product every time.Read
Market maps
Directories and market maps for understanding the 1031/DST landscape.
- DirectoryDST Broker-Dealer DirectoryA public market map of broker-dealers, managing broker-dealers, BD/RIA platforms, and distribution platforms in the DST/1031 channel.Open
- Market Map1031 DST Sponsor Directory & Market MapA public market map of DST sponsors, 1031 exchange platforms, and private REIT-affiliated programs.Open
- Sponsor GuideWhat a DST Program RequiresA practical operating map of the workstreams behind a sponsor-branded DST program.Read
- FrameworkBuilding Internally vs. Partnering for DST ExecutionA build-versus-partner framework for sponsors weighing personnel, process, capital, and timing.Read
- Sponsor GuideHelp for Sponsors Entering the 1031/DST ChannelSponsor-side help for real estate firms evaluating whether to enter the 1031/DST channel.Read
- DiagnosticCan This Deal Support a DST Program?A sponsor-side diagnostic for whether the asset, economics, and distribution path can support a DST program.Read
These market maps are reference resources compiled from publicly available information. Inclusion does not imply endorsement, affiliation, approval, recommendation, diligence review, or verification by DST Program Partners. Market participants should conduct their own legal, tax, securities, operational, and diligence review through the appropriate professionals.
All resources
Every guide and directory in one place.
- For AdvisorsWhat Advisors Need Before a 1031/DST ConversationQuestions, role boundaries, and next steps for advisors before a client asks about a 1031 or DST.Read
- For AdvisorsHow Real Estate Wealth Exposes Advisor Blind SpotsWhat can go wrong when a client sells real estate and the advisor is not ready.Read
- For Advisors1031 Capital vs. LP CapitalWhy 1031/DST capital behaves differently from traditional LP equity.Read
- For SponsorsWhy Product Access Does Not Create Advisor UsageGetting on a platform is not enough. Advisors still need to understand and explain the product.Read
- For SponsorsWhy Advisors Don’t Use Products They Can’t ExplainAdvisors use products they can explain. What makes a product easier for them to discuss.Read
- For SponsorsWhere Sponsor Product Explanations BreakSponsor decks are often too complex for advisor conversations. This explains where the explanation breaks.Read
- For SponsorsWhat Sponsors Need Before Launching a DST ProgramWhat makes a DST program easier for advisors to understand before going to market.Read
- For SponsorsSponsor Questions: Making an Offering Advisor-UsableCommon sponsor questions about making an offering advisor-usable.Read
- For PlatformsWhy RIA Distribution Stalls After AccessAccess gets the product on the shelf. Advisors still need simple language and client scenarios before they use it.Read
- For PlatformsWhy Product Shelves Need Simple Advisor LanguageWhat advisors need before they use a 1031/DST/721 product.Read
- For PlatformsHow Product Access Becomes Advisor UsageHow product access turns into advisors who can actually explain the product.Read
- For PlatformsThe Economics of Reusable Advisor LanguageWhy reusable advisor language beats re-explaining the product every time.Read
- What We BuildScripts, Guides, FAQs, Maps, and Product ExplanationsThe practical tools DPP builds for advisor and sponsor teams.Read
- Conversation MapWhere the 1031/DST/721 Conversation BreaksA simple map of where the 1031/DST/721 client conversation tends to break down.Read
- DirectoryDST Broker-Dealer DirectoryA public market map of broker-dealers and distribution platforms in the DST/1031 channel.Open
- Market Map1031 DST Sponsor Directory & Market MapA public market map of DST sponsors and 1031 exchange platforms.Open
- Sponsor GuideWhat a DST Program RequiresA practical operating map of the workstreams behind a sponsor-branded DST program.Read
- FrameworkBuilding Internally vs. Partnering for DST ExecutionA build-versus-partner framework for sponsors weighing personnel, process, capital, and timing.Read
- Sponsor GuideHelp for Sponsors Entering the 1031/DST ChannelSponsor-side help for real estate firms evaluating whether to enter the 1031/DST channel.Read
- DiagnosticCan This Deal Support a DST Program?A sponsor-side diagnostic for whether a deal can support a DST program.Read
Need to turn product access into advisor adoption?
DPP helps sponsors, platforms, and advisor teams turn product complexity into advisor conviction before a client real estate question tests the relationship.