For advisors · Built by Aqua

DST Allocation Modeler

Input your client's 1031 amount and preferences. Get a recommended allocation across 2–3 DSTs from the Aqua marketplace, with projected income and a tearsheet you can present.

Target

Financial advisors at RIAs & IBDs with a client mid-1031 — clock ticking on the 45/180-day windows. The advisor needs something to put in front of the client today.

RIA · IBD Mid-1031 Time-pressured

Hook

A working tool advisors actually use during a client engagement. Input client preferences → get a proposed allocation across 2–3 DSTs and a co-branded tearsheet they print and present same-day.

Live allocation Tearsheet PDF Co-branded

Funnel

Drives to the Aqua DST Marketplace. Each tearsheet recommends specific DSTs from our marketplace — when the advisor closes, the subscription routes through Aqua. Tearsheet is co-branded with the advisor's firm; Aqua appears as the platform.

DST Marketplace List your DST →

Client parameters

Adjust to update the allocation in real time.

1031 exchange amount $2,500,000

Minimum $250K · Modeler caps at $20M

Geography preference 3 selected

West Mountain Midwest Southeast Northeast National

Asset class 2 selected

Multifamily Industrial Self-storage Retail Office Medical

Income vs. growth tilt Balanced

INCOME BALANCED GROWTH

Debt sensitivity

Target hold

Recommended allocation

From the Aqua DST marketplace · 8 active vehicles · Updated daily

Weighted Y1 yield

5.2%

vs. 4.6% market avg

Projected Y1 income

$130K

Blended fees

8.1%

Weighted hold

8.2 yrs

Indicative only · Not investment advice

Aqua DST Allocation · Tearsheet

Prepared

Reference:

For advisor review only

DST allocation summary

A proposed allocation across 3 DSTs from the Aqua marketplace, based on the parameters input by the advisor.

Total exchange

$2.5M

Weighted Y1 yield

5.2%

Y1 income

$130K

Hold period

8.2 yrs

Indicative allocations only. DST availability, minimums, and projected returns subject to change. Past performance is not indicative of future results. This tearsheet is for use by the advisor with their client and is not a solicitation. All projections assume current sponsor assumptions and are subject to risks including illiquidity, debt, and tenant concentration. Consult tax counsel.