Blue Vault Expands Delaware Statutory Trust Data

The firm increased its historical performance database to include hundreds of additional closed and full-cycle trust programs.

Updated on Oct. 16, 2026 in Investing

Isometric editorial illustration showing a stack of archival boxes on a plinth, representing the accumulation of historical financial performance data. — Financial data firm Blue Vault has expanded its historical Delaware Statutory Trust performance database, adding hundreds of new program records for enhanced due diligence. AI Illustration. Upload story photo >

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Blue Vault has expanded its dataset of Delaware statutory trust (DST) sponsor performance, now incorporating 485 closed program records and 334 full-cycle records. This update covers analysis across 11 different sponsors operating within the United States.

Why it matters

Access to historical performance records allows financial advisers to conduct more thorough due diligence by comparing projected investment outcomes against actual results. This transparent reporting provides a complete picture of sponsor investment experience for potential investors.

The updated analysis includes 485 closed Delaware statutory trust program records and 334 full-cycle records. Data is aggregated from 11 distinct sponsors.

The players

Blue Vault

This firm specializes in aggregating and analyzing historical investment records for Delaware statutory trust sponsors to support adviser due diligence.

Inland

This investment sponsor maintains significant representation in both closed-program and full-cycle Delaware statutory trust records.

Capital Square

This organization is one of the primary sponsors analyzed in the current data set for both closed and full-cycle investment programs.

ExchangeRight

This firm is identified as one of the sponsors with the highest volume of closed Delaware statutory trust program records in the analysis.

Passco

This investment firm is recognized for having one of the highest volumes of full-cycle records among the analyzed sponsors.

The details

Blue Vault aggregates historical investment records to support objective financial review, with Inland, ExchangeRight, and Capital Square leading in closed-program volume. For full-cycle records, Inland, Passco, and Capital Square remain the primary sponsors included in the current analysis.

October 15, 2026: The expanded data reporting for closed and full-cycle DST programs was released.

Market Dynamics

This reporting update aligns with the trend toward greater transparency required under the SEC's Regulation D due diligence requirements for private placements. Enhanced data accessibility supports the broader movement toward evidence-based decision-making in private investment markets.

Retail investors can use this detailed performance history to better assess the track record of specific sponsors before committing capital. This transparency helps mitigate risk by providing an objective benchmark for evaluating future investment projections.

The takeaway

Investors should leverage comparative historical data to evaluate whether a sponsor has consistently met its past projections. Always consult with a financial adviser to ensure that sponsor track records align with your specific risk tolerance and long-term goals.