What is a Delaware Statutory Trust (DST)?
A Delaware Statutory Trust lets real estate investors own fractional interests in institutional-grade property. Here’s how DSTs work and who they’re designed for.
Understanding the Difference Between REITs and DSTs
REITs and DSTs both offer passive real estate exposure—but only one qualifies for a 1031 exchange. Here’s what you need to know before you invest.
Is a Delaware Statutory Trust (DST) Right for You? Key Questions to Ask Yourself
Not every investor is a fit for a DST. Accredited investors: ask yourself these key questions before committing to a Delaware Statutory Trust investment.
The Benefits of a Delaware Statutory Trust (DST) in Your 1031 Exchange
From passive ownership to estate planning, discover the key benefits of using a DST in your 1031 Exchange—and whether it aligns with your investment goals.
How Does Investing in a DST Work?
Curious about DST investing? Learn how a Delaware Statutory Trust works, who qualifies, and how it fits into a 1031 Exchange strategy step by step.
How to Use a Delaware Statutory Trust (DST) as Replacement Property in a 1031 Exchange
Discover how a Delaware Statutory Trust qualifies as 1031 Exchange replacement property—passive income, no landlord duties, institutional-grade assets.
Utilizing the 1031 Exchange into Delaware Statutory Trusts (DSTs) as an Estate Planning Tool
With careful planning and the right tools, you can transition your real estate investments into a structure that provides tax deferral, estate efficiency, and long-term peace of mind.
Possible DST Exit Outcomes
Considering the various DST exit scenarios is crucial for ensuring the investment aligns with long-term financial goals and liquidity needs.
Delaware Statutory Trust (DST) Overview
The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.
Case Study: Maximizing Benefits from Rental Property Sales
Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.
Case Study: Deferring Tax Liability and Diversifying Proceeds in Ranch Sale
The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.
Case Study: Deferring Tax Liability and Diversifying Proceeds in Farm Sale
The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.
