Expanded Delaware Statutory Trust Data Aids Due Diligence
Investors can now access more historical performance records to evaluate sponsors before committing their funds.
Updated on Oct. 16, 2026 in Investing
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Blue Vault has expanded its reporting on Delaware statutory trust (DST) investment performance to include 485 closed programs and 334 full-cycle records. This enhanced dataset allows investors and their advisers to better evaluate historical outcomes across 11 major sponsors.
Why it matters
Access to comprehensive historical data is essential for investors conducting due diligence on DSTs, as it provides a clearer picture of how actual sponsor results compare to initial projections. This transparency helps households manage expectations when evaluating long-term investment options.
The analysis includes 485 closed DST program records and 334 full-cycle results across 11 different sponsors. This volume of historical data offers a expanded view for those comparing actual performance against original sponsor projections.
The players
Blue Vault
An investment research firm that provides performance data and analysis on alternative assets like Delaware statutory trusts.
Inland
A sponsor of investment programs that represents one of the largest contributors to the tracked DST performance data.
ExchangeRight
An investment firm specializing in real estate offerings that is among the sponsors with the most closed-program records analyzed.
Capital Square
A real estate investment and development firm that features prominently in the volume of closed and full-cycle performance records.
Passco
An investment sponsor focused on real estate assets that holds a top-tier volume of full-cycle program records within the dataset.
The details
Blue Vault aggregates these records to assist advisers in assessing the track records of various DST sponsors, such as Inland, ExchangeRight, and Capital Square. By reviewing closed and full-cycle performance, investors can see whether prior offerings met expectations. This benchmarking process is a critical step in verifying the historical reliability of a sponsor before committing capital to a new trust.
Timeline
October 15, 2026: The updated dataset for closed and full-cycle DST programs was released.
Money Landscape
This expanded disclosure marks a shift toward greater transparency in the private placement market historically governed by SEC Regulation D. It helps bring alternative real estate investment performance closer in line with the transparency expectations found in public markets.
Investors can use this updated historical data to discuss sponsor reliability with their financial professional before selecting a new DST. This extra layer of due diligence helps ensure that you are grounding your investment choices in verified performance rather than just marketing projections.
The takeaway
Transparency in historical performance is a key tool for managing risk in private real estate investments. Consider requesting a full-cycle performance report from your financial professional to compare a sponsor's track record against your own long-term wealth goals.
Further reading
For more information on evaluating alternative real estate assets, see our guide to Investing.
Source note: This article includes information reported by Institutional Real Estate, Inc..
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