Completing a Delaware Statutory Trust (DST) investment is just the beginning. For investors and professionals alike, understanding what happens after the transaction is critical to managing expectations, income, and tax reporting with confidence.
 
This educational webinar takes a practical look at post-investment DST ownership, including:

• The ongoing tax considerations for DSTs acquired through a 1031 exchange

• The federal tax reporting process for DST beneficiaries, including the use of the substitute 1099 or grantor letter and its translation to Schedule E.

• How to navigate the complexities of state tax filings when DST properties are located across multiple states

• Key components of post-investment DST reporting, including ongoing income, expenses, and ownership structure

Who should attend this webinar: Real estate investors and professional advisors who want clarity beyond the closing table