Advisor Partner Program

We remove every obstacle between you and a placed deal.

Continuous inventory. Compliance-ready DDQ packages. Thirty-second broker briefs. Quarterly reporting that beats your client's first question. That's our job, so you can do yours.

Request the current DDQ package
How We Work

Four Commitments. Every One of Them Operational.

Not values. Not promises. Four specific things that happen every quarter, every offering, every advisor relationship.

01

Continuous Inventory

At least one DST offering open at all times so you're never waiting for the next deal when your client's 45-day clock starts ticking.

Always Open
02

Compliance-Ready DDQ Packages

Every offering ships with the full diligence package: FactRight report, PPM, environmental, appraisal, lease summary, sponsor financials.

Pre-Cleared
03

30-Second Broker Briefs

Two-sided one-pager per offering: property, tenant credit, lease structure, projected distributions, exit pathways. Designed for the call, not the file.

One Page
04

Quarterly Reports First

Quarterly investor statements land in your inbox 48 hours before they go out to subscribers. So when your client calls, you already know the number.

48 Hours

A DST Sponsor Built for Advisor Confidence

Medalist brings institutional standards to the DST marketplace.

  • NASDAQ-listed (MDRR) with SEC filings, audited financials, and independent board

  • BBB+ minimum tenant credit — no yield-chasing or speculative deals

  • Independent third-party due diligence on every offering

  • Full documentation package for your compliance review

The Advisor Kit

What We Provide Advisors

Everything you need to evaluate the sponsor, place the client, and stay ahead of every follow-up question.

01

Complete Due Diligence

FactRight reports, PPMs, appraisals, and environmental reports — fully packaged and ready before you ask.

See how BDs evaluate DST sponsors →
02

Direct Access

One dedicated contact for every question, every client situation, every stage of the placement. No phone trees. No waiting on callbacks.

03

Educational Resources

Co-branded materials and client-ready presentation decks that make your DST conversations easier to start and easier to close.

04

Ongoing Updates

Quarterly property performance reports delivered to you before they go to your client — so you're always the most informed person in the room.

05

Pipeline Visibility

Early insight into upcoming offerings so you can plan client conversations before the market moves.

06

Responsive Operations

When your client's 1031 clock is running, speed matters. We respond fast, process clean, and keep you informed at every step — so you're never chasing us for an update.

Talk to the Team

Let's Talk.

Learn how Medalist DSTs can help your clients preserve wealth through tax-advantaged real estate — backed by the only sponsor in your stack with public-company governance.

Or call us directly: (949) 415-6633
Advisor inquiries: Solutions@MedalistDST.com
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