Delaware Statutory Trusts (DST)

Why Was The Delaware Statutory Trust (DST) Formed?

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Delaware Statutory Trusts or DSTs are an attractive investment strategy for many investors, offering benefits like passive income, fractional ownership, hands-off involvement, and tax deferral through 1031 Exchanges. Why did it become ...

May 4, 2025

Delaware Statutory Trust (DST) Financing for 1031 Exchanges

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Financing may not seem necessary in a 1031 Exchange since you’re theoretically reinvesting all the proceeds of a property sale into a Delaware Statutory Trust (DST). However, various scenarios in real life can create the need for ...

May 3, 2025

Can Anyone Invest in a Delaware Statutory Trust?

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A Delaware Statutory Trust (DST) can be an attractive investment vehicle for owning investment real estate without management headaches. Investors interested in a 1031 exchange could find that a DST might be a good replacement ...

Apr 28, 2025

Using a Delaware Statutory Trust with a 1031 Exchange

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Using a 1031 exchange to exit your current investment real estate ownership can help defer capital gains taxes and depreciation recapture. Thanks to the IRS Revenue Ruling 2004-86, you can use fractional shares offered through a ...

Apr 15, 2025

Tax Implications of a Delaware Statutory Trust

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Investment in a Delaware Statutory Trust (DST) could offer a few benefits:

Apr 5, 2025

Evaluating 1031 DST Listings and Properties

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Deferring capital gains taxes by acquiring Delaware Statutory Trust (DST) shares through a 1031 exchange may provide tax-deferral benefits, though investment outcomes vary based on market conditions and individual circumstances. A DST allows you to invest the proceeds from your relinquished property into the trust. Your replacement property is ownership of fractional interests in the DST.

Mar 10, 2025

Tax Implications of a Delaware Statutory Trust

Little wooden house sitting on top of stack of papers.

Investment in a Delaware Statutory Trust (DST) could offer a few benefits:

Mar 7, 2025

Is a Delaware Statutory Trust (DST) a Disregarded Entity?

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A disregarded entity is a legal structure for tax purposes under the Internal Revenue Code. It refers to a business entity that is legally separate from its owner(s) but treated as the same entity for federal income tax purposes. Common examples include single-member LLCs, which pass income or losses directly to the owner for tax reporting.

Jan 28, 2025

How to Invest in a Delaware Statutory Trust (DST) Through a Self-Directed IRA

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Investing in real estate through a Delaware Statutory Trust (DST) offers significant advantages, especially for those seeking passive income and tax benefits. Combining this strategy with a Self-Directed Individual Retirement Account (IRA) allows investors to tap into real estate opportunities while maintaining the tax advantages of their retirement accounts. Here’s a step-by-step guide on how to achieve this, along with industry-specific terms and examples.

Jan 27, 2025

How to Conduct Due Diligence on a Delaware Statutory Trust (DST) Investment

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Investing in a Delaware Statutory Trust (DST) offers certain advantages, especially for those seeking passive real estate opportunities or completing a 1031 exchange. However, as with any investment, conducting thorough due diligence is essential to assess its suitability, risks, and alignment with your financial goals. This guide outlines key steps for evaluating a DST investment, with a focus on industry-specific considerations.

Jan 24, 2025

Download The Guide To DSTs

The Investor's Guidebook To DSTs
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