Asset Preservation Group

The firm primarily sponsors Delaware Statutory Trusts (DSTs), which are fractional ownership vehicles that qualify as replacement property under IRS safe-harbor rules. DSTs allow up to 100 investors to hold beneficial interests in a trust that owns income-producing real estate. APG selects properties — typically multifamily, self-storage, or net-leased assets — and packages them into DST offerings that meet the requirements of Revenue Procedure 2000-46.

No. APG structures and sponsors private-placement offerings but does not operate as a registered investment adviser. The firm earns revenue from placement fees and syndication economics on the trusts it creates, not from ongoing management fees. Investors retain their own tax and legal counsel, and APG’s role ends at successful trust formation — property management responsibility rests with the operating partners who acquire and run the assets.

APG concentrates on institutional-grade income properties, with a strong tilt toward multifamily apartment complexes, self-storage facilities, and single-tenant net-leased commercial buildings. Properties are generally located in Sun Belt and secondary markets where cap rates and rental growth support the distribution requirements that DST investors expect. The firm does not operate or manage the assets — it sources them through relationships with regional operators and institutional managers.

APG’s offerings are private placements limited to accredited investors as defined by SEC Regulation D. Most participants are individual real estate owners completing a Section 1031 like-kind exchange — they have sold appreciated property and must identify replacement property within 45 days and close within 180 days to defer capital gains tax. APG structures DST interests so investors can complete those identification and closing requirements using a pre-packaged property vehicle.

APG does not run a blind-pool fund or a general-partner discretionary structure. It creates individual trust offerings around specific, identified properties, each structured as a separate trust. Capital flows from investors completing 1031 exchanges directly into those property-specific vehicles, rather than into a commingled fund. APG’s economics are transaction-linked — placement and syndication fees per offering — rather than built around a carry-and-management-fee model.