Free to list. Paid to stand out.Thank you to the Sponsors supporting the platform and strengthening the marketplace.
Sponsors who choose to support the platform by purchasing Premium Services help keep the DST Atlas Essentials free for every approved advisor, rep, BD and RIA. There are two paid tiers for sponsors who want more detail on the market and a way to reach it.
Every approved sponsor
Atlas Essentials
Everything a sponsor needs to list, document and distribute an offering.
No limits, no trial period
List and present
- ✓Showcase your offerings across the marketplace
- ✓Brochures and PPMs
- ✓Supplements, with changes documented as applying to past or future investors
- ✓Current yield shown loaded for BDs and unloaded for RIAs
- ✓UpREIT designation and detail
- ✓Upload photos, proforma and property detail in advance - published with the Offering Package
Keep the market current
- ✓Post availability updates and status notes
- ✓Full availability history
Be found
- ✓Your sponsor profile - bio, executives and REITs
- ✓Listing in the sponsors directory
- ✓See current industry events
Distribute and control access
- ✓Track selling agreements across every offering
- ✓Link to your own due-diligence platform
- ✓Set permissions and invite external users, per offering or ongoing
- ✓Set your defaults once and forget them
Run your team
- ✓See every user from your firm on the platform
- ✓Firm-wide settings that apply to all of them
Market intelligence
- ✓The market dashboard
- ✓Extract current availability across the market
Tools
- ✓ID Form Generator
- ✓Demo the testing environment
- ✓Demo Portfolio Builder
- ✓Favorite companies and offerings
- ✓Resource library and release notes
Annual · per firm
Sponsor Insights
See what the market is doing with your offerings - and keep the platform free for the advisors selling them.
Renews annually
Everything in Free, plus:
Know your audience
- ✓How many viewed your offerings, and where
- ✓Portfolios being built that include your offerings
- ✓Exams being taken on your offerings
- ✓Market analytics across the platform
- ✓Your ranking among sponsors, and how they are syndicating
Be seen
- ✓Your logo in the supporting-sponsors rail
- ✓Post your own industry events
- ✓Eligibility to buy ad placements
- ✓Eligibility to buy the Offering Package (Testing and Portfolio Builder)
Tell your story
- ✓Your wholesaler map - so a rep can see who covers their region, and who to call
- ✓Your track record
- ✓Your corporate overview - the company profile or brochure you already send out
- ✓A custom document of your choosing, named by you
Add-on · per offering
Offering Package
Put one offering in front of advisors where they are actually building portfolios.
One payment, no renewal
Requires Sponsor Insights. For each offering:
Reach
- ✓Add the offering to Portfolio Builder, where advisors model client portfolios
- ✓An expanded offering page - advisors click through to full detail, photos, property information and proforma
Educate
- ✓Create an exam for the offering
Promote
- ✓Placement credit, granted immediately and usable on any of your offerings
Figures on request - write to info@DSTAtlas.com. Broker-dealers, RIAs and advisors are never billed. Portfolio Builder and Testing are purchased per offering by sponsors with a Sponsor Insights subscription. Ad placements are bought separately by any sponsor holding Sponsor Insights.
In detail
Every feature, side by side.
| Feature | Essentials | Insights | Package |
|---|---|---|---|
| List and present | |||
| Showcase your offerings across the marketplace | ✓ | ✓ | ✓ |
| Brochures and PPMs | ✓ | ✓ | ✓ |
| Supplements, with changes documented as applying to past or future investors | ✓ | ✓ | ✓ |
| Current yield shown loaded for BDs and unloaded for RIAs | ✓ | ✓ | ✓ |
| UpREIT designation and detail | ✓ | ✓ | ✓ |
| Upload photos, proforma and property detail in advance | ✓ | ✓ | ✓ |
| Keep the market current | |||
| Post availability updates and status notes | ✓ | ✓ | ✓ |
| Full availability history | ✓ | ✓ | ✓ |
| Be found | |||
| Your sponsor profile - bio, executives and REITs | ✓ | ✓ | ✓ |
| Listing in the sponsors directory | ✓ | ✓ | ✓ |
| See current industry events | ✓ | ✓ | ✓ |
| Distribute and control access | |||
| Track selling agreements across every offering | ✓ | ✓ | ✓ |
| Link to your own due-diligence platform | ✓ | ✓ | ✓ |
| Set permissions and invite external users | ✓ | ✓ | ✓ |
| Set your defaults once and forget them | ✓ | ✓ | ✓ |
| Run your team | |||
| See every user from your firm on the platform | ✓ | ✓ | ✓ |
| Firm-wide settings that apply to all of them | ✓ | ✓ | ✓ |
| Market intelligence | |||
| The market dashboard | ✓ | ✓ | ✓ |
| Extract current availability across the market | ✓ | ✓ | ✓ |
| Tools | |||
| ID Form Generator | ✓ | ✓ | ✓ |
| Demo the testing environment | ✓ | ✓ | ✓ |
| Demo Portfolio Builder | ✓ | ✓ | ✓ |
| Favorite companies and offerings | ✓ | ✓ | ✓ |
| Resource library and release notes | ✓ | ✓ | ✓ |
| Know your audience | |||
| How many viewed your offerings, and where | - | ✓ | ✓ |
| Portfolios being built that include your offerings | - | ✓ | ✓ |
| Exams being taken on your offerings | - | ✓ | ✓ |
| Market analytics across the platform | - | ✓ | ✓ |
| Your ranking among sponsors, and how they are syndicating | - | ✓ | ✓ |
| Be seen | |||
| Your logo in the supporting-sponsors rail | - | ✓ | ✓ |
| Post your own industry events | - | ✓ | ✓ |
| Eligibility to buy ad placements | - | ✓ | ✓ |
| Eligibility to buy the Offering Package (Testing and Portfolio Builder) | - | ✓ | ✓ |
| Tell your story | |||
| Your wholesaler map - who covers a rep's region, and who to call | - | ✓ | ✓ |
| Your track record | - | ✓ | ✓ |
| Your corporate overview | - | ✓ | ✓ |
| A custom document of your choosing, named by you | - | ✓ | ✓ |
| Reach · per offering | |||
| Add the offering to Portfolio Builder | - | - | ✓ |
| An expanded offering page - full detail, photos, property information and proforma | - | - | ✓ |
| Educate | |||
| Create an exam for the offering | - | - | ✓ |
| Promote | |||
| Placement credit, usable on any of your offerings | - | - | ✓ |
Portfolio Builder and Testing are purchased per offering by sponsors with a Sponsor Insights subscription. Ad placements are bought separately by any sponsor holding Sponsor Insights.