Portfolio Builder · Live inventory

Build a diversified DST allocation

Enter the equity you need to place and any debt you need to replace. The builder searches current DST inventory for replacement portfolios whose equity and debt match your figures exactly , ranked by highest blended yield. A planning aid for accredited investors — not a recommendation or offer.

How the builder works

Exact equity and debt matching

A successful 1031 exchange generally requires you to reinvest both your equity and your debt. The builder treats that as a constraint, not a suggestion — it only returns portfolios whose totals match your figures to the dollar.

Each program's in-place LTV is converted to a debt-to-equity ratio, so every dollar of equity placed carries a known amount of replacement debt.
The builder tests every combination of current offerings up to your chosen size, assuming a $100,000 minimum per DST.
For each combination it solves the equity split that lands your equity and debt totals exactly, discarding any that can't.
Surviving portfolios are ranked by blended yield, then diversification (sponsors, sectors, states), then fewest holdings.

Blended yield is the equity-weighted average of each program's target distribution rate. Projected cash flow applies that target rate to the equity allocated to each program.

This calculator is an educational illustration based on the values you enter — not a projection, guarantee, or tax, legal, or investment advice, and not an offer of any security. Results depend on your inputs and assumptions and will differ from actual outcomes; a 1031, 721, or Opportunity Zone transaction may fail to qualify for the intended tax deferral. Consult your own CPA and attorney.