Advisor Partner Program

Simplicity, clarity, and value for your 1031 clients.

Tax-advantaged DST investments with full due diligence packages, one-page broker briefs, and quarterly reporting that reaches you before your client. We handle the sponsor work so you can focus on your client.

Request the Due Diligence Package
How We Work

Four Commitments to Every Advisor.

Specific, repeatable processes built around how advisors actually work.

01

Rolling Offerings

We aim to keep an offering open at all times, so your client's 45-day identification window isn't waiting on our next deal.

Rolling
02

Complete Due Diligence Packages

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

See how BDs evaluate DST sponsors → Ready to Review
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.

The Advisor Kit

What We Provide Advisors

Everything you need to evaluate the sponsor, serve your client, and answer follow-up questions quickly.

01

Direct Access

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

02

Educational Resources

Advisor education on DST structure, 1031 timelines, and sponsor due diligence, plus client-facing materials approved for use through your broker-dealer.

03

Pipeline Visibility

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

04

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 always know where your client's subscription stands.

Talk to the Team

Let's Talk.

Learn how Medalist DSTs can help your clients preserve wealth through tax-advantaged real estate — backed by one of the very few DST sponsors with public-company governance you can verify on EDGAR.

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