About Medalist Diversified: A Publicly Traded DST Sponsor.
Medalist Diversified, Inc. is a publicly traded company purpose-built to sponsor Delaware Statutory Trusts. SEC-reported. Audited by Cherry Bekaert LLP. Board majority independent. The kind of sponsor governance most DST investors have never been offered before.
Why Medalist Exists.
Transparency Over Convenience.
We file what private sponsors don't have to. Quarterly 10-Qs, annual 10-Ks, every material event, every executive change, every related-party transaction. On the public record. On EDGAR. By design.
Verification Over Trust.
Every claim on this site is documented in filings, the PPM, or our track record. Nothing here requires you to take our word for it. Pull the 10-K, read the FactRight report, check the board independence.
Accountability Over Discretion.
Four of five directors are independent. Cherry Bekaert LLP audits the financials. SOX certifications attach to every filing. The governance model is structural, not aspirational.
A Decade of Discipline.
Founded in 2015. Public since 2018. Every claim on this site backed by audited financials and SEC filings available on EDGAR.
The Receipts.
Four governance pillars that define how Medalist operates. Each one is publicly documented and externally verifiable. Click the receipt to confirm it yourself.
SEC Reporting
Filed under SEC reporting requirements since 2018. Every material event, executive change, and related-party transaction is on the public record.
- Quarterly 10-Q filings for every reporting period
- Annual 10-K filings with full financial statements
- 8-K filings for material events as they occur
- Proxy and ownership disclosures for executives and directors
Independent Audit
Cherry Bekaert LLP performs the independent annual audit of Medalist's financial statements under PCAOB standards.
- Annual financial statement audit on every fiscal year
- PCAOB standards applied to every engagement
- Independent of management by SEC and PCAOB definition
- Audit report attached to every annual 10-K filing
Sarbanes-Oxley Compliance
SOX §302 and §906 certifications attach to every SEC filing. Management personally certifies the accuracy of every financial report submitted.
- §302 certifications on internal control over financial reporting
- §906 certifications on compliance with the Securities Exchange Act
- CEO and CFO personally sign every filing
- Internal control documentation maintained continuously
Independent Board
Four of five directors meet the independence standard under NASDAQ listing rules. Independent directors provide fiduciary oversight of management decisions.
- 4 of 5 directors classified as independent
- Independence reviewed annually per NASDAQ rules
- Audit committee composed entirely of independent directors
- Disclosed in annual proxy filed with the SEC
The People Behind the Platform.
Five executives running a publicly traded company purpose-built to sponsor Delaware Statutory Trusts. Real names, real bios, real credentials. All disclosed in our SEC filings.
Thirty-plus years of executive leadership across technology, defense manufacturing, and real estate investment. Scaled Force Protection, Inc. from under $1M to $1.3B in revenue in six years, supplying Mine-Resistant Ambush Protected vehicles to U.S. forces overseas. Co-founded Fort Ashford Funds in 2004. Inducted into the UCI Engineering Hall of Fame. Invests personal capital alongside Medalist shareholders.
Real estate finance veteran since 1987. Former CSX Realty executive. Architected Medalist's financial systems and controls since 2018. B.A. University of Virginia. MBA, William & Mary.
Finance and real estate investment professional with experience constructing and managing multiple commercial real estate portfolios. Public company M&A and corporate finance background at Disney, PRIMEDIA, and KPMG. CPA. CFA charterholder.
Leads broker distribution, investor onboarding, marketing, and platform operations. Primary point of contact for financial advisors and broker-dealers. Sits on the Investment Committee. Former NCAA athlete.
Coordinates investor communications, subscription processing, quarterly reporting, and internal operations. Behind the follow-through that defines the Medalist platform. Former NCAA athlete at Humboldt State.
Independent Oversight, By Design.
Five directors. Four independent under NASDAQ listing rules. The board reviews material decisions, oversees management, and signs off on every SEC filing.
Directors classified as independent.
Independence determined annually under NASDAQ listing rules. Audit committee composed entirely of independent directors. Disclosed in annual proxy filed with the SEC.
Thirty-plus years of executive leadership across technology, defense manufacturing, and real estate. Founder and CEO of Medalist Diversified since 2015.
Co-Founder, Spandrel Development Partners. Career spanning investment banking, investment management, and real estate development. B.S. Accounting, Babson College.
Longtime technology executive and CEO advisor. Helped build DocuSign's enterprise business. Deep experience scaling high-growth companies across leadership, sales, and customer strategy.
Founder & President, Farmer Properties, Inc. Forty-plus years in real estate development and investment. Owner, operator, and entrepreneur with deep practical insight into long-term value creation.
EVP & CFO, Calumet Specialty Products Partners. Former Managing Director, Goldman Sachs. Deep background in corporate finance, capital markets, and complex strategic transactions.
Now You Know Who We Are. Let's Talk.
You've seen the governance, the team, the track record, and the receipts. The natural next step is either a current offering or a direct conversation.