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How to Read a Private Placement Memorandum

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If you're thinking about investing in a Delaware Statutory Trust (DST), reading and understanding its Private Placement Memorandum (PPM) is a critical step in your due diligence process. Unfortunately, these documents are quite long (often over 200 pages) and can be daunting if you're not sure how to read them.

We've created a free guide to walk you through a sample PPM so you'll feel confident when it's time to read one on your own. It covers all of the most important information and details about sections of the memorandum that often raise questions. When you're done with our guide, you'll know how to use a PPM to learn more about:

  • Property details (including appraisals &
    environmental reports)
  • Area demographics
  • The business plan
  • Financial projections*
  • Management contracts
  • Risks of the investment
  • Sponsor information
  • Important disclosures 
  • And more!

Download Your Free Guide Today!

Download Your Free Guide
*Projections are inherently limited and should not be relied upon as an indicator of future results.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here

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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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