• Legal, Trusted and Proven

• Developed 30 years ago

• Trust based on IRC 453, the Installment Sales

• Successfully transacted over 3,000 DST transactions totaling hundreds of millions of dollars

• Largest transaction to date is the sale of a $135 million sale with a $50 million tax deferral and passed an IRS audit with a no change letter

• 14 IRS audits resulting in a no change letter

• Formal IRS tax x review on all trust documentation

• Reviewed by FINRA and SEC with no adverse opinion

• Tax attorneys provide audit defense at no extra  charge.