As your trustee, we perform due diligence on a regular basis to reveiw progress and performance of the trust assets. We follow the terms of the promissory note and ensure that the note holder is always a creditor of the DST. We build the asset allocation based on the expectations you set with us. We ensure all payments made to the note holder are delivered in a timely and accurate fashion as per the terms of the promissory note.
The trustee will coordinate a timely review of the performance of these assets with the Note Holder, the Advisor, the Attorrney, and the CPA. The trustee will supervise and report installment payments to the note holder and pay all fees agreed upon with associated parties.
American Fiduciary Services, LLC is an approved DST Trustee.