Delaware Statutory Trust

Delaware Statutory Trust

Playing

The actual amount and timing of distributions paid by programs is not guaranteed and may vary. There is no guarantee that investors will receive distributions or a return of their capital. These programs can give no assurance that it will be able to pay or maintain distributions, or that distributions will increase over time.

This material is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Full Transcript

A Delaware Statutory Trust, or a DST, is a real estate investment vehicle that provides individuals access to properties that are often significantly larger than they could acquire on their own. In many cases, properties are of the same scale and quality as would be owned by institutional investors such as pension funds, insurance companies or REITs.

An important feature of a DST is 1031 exchange-eligibility to individual investors both upfront and upon exit. This benefit is generally not available to other co-ownership structures such as LLCs, partnerships or REITs.

DSTs typically provide monthly tax-advantaged income which, in some cases, may be fully sheltered from income tax liability.

DSTs are passive, professionally managed investments. Many DST Sponsors may also manage investments for institutional investors or other large-scale investment vehicles. DSTs cover a wide range of property types including apartments, industrial, self-storage, medical office and many others.

The pre-packaged nature of DSTs combined with accessible minimum investment amounts, allows for creation of customized, well-diversified portfolios, which may help manage investment risk.

As a primary vehicle behind Investment Property Wealth Management®, DSTs may alleviate ongoing landlord duties, provide recurring monthly income and potentially significant tax advantages. Because it’s not about how much you make, it’s about how much you keep.
Published on August 26, 2020

SECURITIES DISCLOSURE

Realized1031.com is a website operated by Realized Technologies, LLC, a wholly owned subsidiary of Realized Holdings, Inc. (“Realized Holdings”). Securities and/or Investment Advisory Services may be offered through Registered Representatives or Investment Advisor Representatives of Realized Financial, Inc. ("Realized"), a broker/dealer, member FINRA/SIPC, and registered investment adviser. Realized is a subsidiary of Realized Holdings, Inc. ("Realized Holdings"). Check the background of this firm on FINRA's BrokerCheck.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every representative listed. For additional information, please contact the Realized Compliance department at 512-472-7171 or info@realized1031.com.

© 2024 Realized Holdings, Inc.