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Due Diligence 101 on 721 Exchange UPREIT DST Investments

Jul 23, 2026 11:00 am PDT 2:00 pm EDT 0 min
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Due Diligence 101 on 721 Exchange UPREIT DST Investments

Jul 23, 2026 11:00 am PDT 2:00 pm EDT 0 min
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A 721 UPREIT (Umbrella Partnership Real Estate Investment Trust) exchange can be a potentially attractive option for Delaware Statutory Trust investors. However, there are many potential pitfalls that investors need to be aware of prior to investing any proceeds from a 1031 exchange. 

DISCUSSION TOPICS INCLUDE: 

  • What is the Two-Step 721 Exchange Process? 
  • 721 UPREIT Debt Risks: Fixed vs. Adjustable-Rate Loans
  • What is the Difference Between Dividend Coverage and the True Yield
  • Net Inflows – Understanding Cash Flow Risks in REITs
  • Tax Protection Agreements (TPAs) – The Potential Hidden Tax Trap of 721 UPREITs
  • Forced or Optional – The Difference for 721
  • UPREIT Investors
  • The Need for Rigorous 721 UPREIT Due Diligence
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