Understanding Private Placement Offerings and Delaware Statutory Trusts (DSTs)

Delaware Statutory Trusts (DSTs) can offer many advantages to investors. They can provide the potential for portfolio diversification by offering access to institutional-quality real estate. 

May 17, 2023

How Delaware Statutory Trusts (DSTs) Can Diversify Your Real Estate Investment Portfolio

In many cases, portfolio diversification can help support a successful investment strategy. The right moves can help potentially spread  risk and generate steady returns. The idea behind portfolio diversification is that investors shouldn’t put all of their investment eggs in a single basket (in other words, avoid investments in similar investment vehicles).

May 12, 2023

Understanding Delaware Statutory Trust (DST) Termination and Liquidation

We’ve written many blogs concerning Delaware Statutory Trusts (DSTs) and potential investment advantages. DSTs are real estate investment vehicles that buy and manage real estate. Through this process, DSTs can offer investors access to institutional properties with a relatively minimal investment.

May 11, 2023

What is the Role of a Sponsor in a Delaware Statutory Trust?

The Sponsor plays a significant role in creating and managing a Delaware Statutory Trust (DST). In fact, the Sponsor is often the visionary, identifying the target property, acquiring it, arranging for financing, and then managing its operation. A Sponsor might be an individual, private equity firm, or other real estate investment company.

May 5, 2023

What Are the Typical Holding Requirements for a DST Investment?

DSTs (Delaware Statutory Trusts) are among several attractive options for investors looking for fractional ownership of institutional-quality commercial real estate. Like an LLC or limited partnership, a DST has a sponsoring entity that identifies, acquires, and finances the property or properties. The assets go into the trust, and the investors (called trust beneficiaries) receive a proportionate share of ownership based on their investment amount.

May 1, 2023

How to Pass Your Delaware Statutory Trust Interests to Your Heirs

For many investors, Delaware Statutory Trusts (DSTs) are a viable way to own real estate without the active management required for direct ownership. In addition, DSTs may provide income and tax advantages. One significant advantage to investing in DSTs is the investor’s ability to use a 1031 exchange to move from direct investment to fractional ownership of commercial property.

Apr 25, 2023

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