Can You Invest in a DST Without a 1031?
Rolling over proceeds from the sale of an investment property into a Delaware Statutory Trust (DST) is one option for investors who need to complete their 1031 exchanges and benefit from the deferment of any capital gains tax liability generated on the disposition of their relinquished properties.
How Long Can You Carry Over Rental Losses?
No one goes into owning real estate with the idea that they might take a loss on it. But it can happen—issues like depreciation, unexpected repairs, or a sudden bump in interest rates that might impact your mortgage.
Using a Delaware Statutory Trust in Estate Planning
Estate planning is complex, particularly if many of your assets are in real estate. Determining an equitable division can be challenging if you are distributing real estate to a group of heirs. To devise a fair distribution, you must evaluate market value, asset performance, liquidity, geography, and more. If you bequeath one property to be shared by multiple heirs, you may unintentionally create conflict between the recipients.
Are REITs Considered Defensive Investments?
REITs (real estate investment trusts) come in all shapes and sizes. To ask if they are defensive is to ask a simple question that has a complex answer. However, we’ll break down this question and try to arrive at a simple conclusion.
What Are Income Replacement Strategies To Use When Your Clients Are Exit Planning?
Business owners ready to sell their business can often see a windfall of money. For some, this windfall might be plenty to live on during retirement. But others may want or need to find other income-generating strategies to replace their business income. In this article, we’ll review a few income replacement strategies for exit planning.
Is a Delaware Statutory Trust (DST) a Pass-Through Entity?
Investors often have questions about tax considerations related to DSTs (Delaware Statutory Trusts), including whether these trusts are pass-through entities.
How to Activate Springing Power of Attorney
Some people rest easier knowing they are prepared for unexpected incidents that could leave them unable to take care of themselves. Others prepare for adverse conditions in their future as they age by creating an estate plan that includes a springing power of attorney.
Is a Delaware Statutory Trust (DST) a Legal Entity?
Yes, a Delaware Statutory Trust (DST) is a separate legal entity from its investors. This means that the trust's assets are not subject to the personal creditors of the investors, and the investors are not personally liable for the trust's debts. DSTs are also considered to be pass-through entities for tax purposes, which means that the investors only pay taxes on the income they receive from the trust, not on the income of the trust itself.
Investing in Gross Lease vs Net Lease - What You Need to Consider
Commercial leases generally fall into two categories — gross and net, with net leases being the most common. These two leases are very different. Let's dig into the details to see what you should know about both.
Do Investors Own the Property in a Delaware Statutory Trust?
The Delaware Statutory Trust (DST) is a legal entity formed in the state of Delaware. The idea behind this structure is that the trust buys and manages real estate assets. Accredited investors then purchase fractional shares of that trust.
