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What Are the Benefits of Investing in a Delaware Statutory Trust in Florida?
Investing through a Delaware Statutory Trust can be an attractive tool for many investors. Here’s how it works:
What Is the Maryland Statutory Trust Act?
The Maryland Statutory Trust Act has its origins in the 1999 Maryland Business Trust Act.¹ The Maryland General Assembly revised the original business trust act in early 2010, and those provisions were signed into law in June of that year. The Maryland Act was further amended in 2014, and those changes went into law the following year.
What Is A DST, And How Are They Used For 1031 Exchanges?
DST is an abbreviation for Delaware Statutory Trust, a legal entity constructed under Delaware law. Despite the name, neither the property nor the investors need to be located in Delaware. In a DST, each investor has an ownership interest in the Trust, which in turn owns the property. Investors are known as “beneficiaries” of the Trust. For these reasons, the security that an investor in a DST owns are called “beneficiary interests.” The IRS treats DST beneficiary interests as direct property ownership, thus qualifying for a 1031 exchange.
[Webinar Recap] Unique Considerations When Evaluating DST Structural Risk
If you’re considering investing in a Delaware Statutory Trust (DST), there are some things you need to consider before making the leap. Evaluation of a DST is a unique process because of the DST’s legal and financial structure as a pre-packaged investment. The Sponsor defines the terms of a DST in a Private Placement Memorandum (PPM), which outlines the rights of the involved parties, including the investors, Sponsor, and lender. The PPM also designates each party’s compensation.
Understanding Different Types of Delaware Statutory Trusts (DSTs): Growth DSTs
A Delaware Statutory Trust (DST) is a 1031 exchange-eligible investment structure that gives investors partial ownership of commercial real estate properties that are managed by a professional real estate Sponsor. The DST market has been growing steadily over the years, from $3.4 billion in 2019 to $7.4 billion in 2021, according to Mountain Dell Consulting. As the market for these kinds of investments grows, product diversification is likely to follow suit.
Is it Possible to Transfer Public Stock to a Delaware Statutory Trust?
A Delaware Statutory Trust (DST) may provide an alternative investment if you buy real estate properties to pursue passive income. Purchasing ownership in a DST can offer you income and the potential to bolster your investment portfolio.
How Do You Report Interest in a Delaware Statutory Trust (DST)?
Real estate investments may be an attractive way to pursue your financial goals. However, every investor is different, and each has individual preferences for how to invest. For some, direct ownership and management of property may be satisfying, while for others, that approach is too labor-intense. Delaware Statutory Trusts (DSTs) are worth considering for investors exploring passive options. Investing in a DST may provide some potential advantages of direct real estate ownership without the direct ownership management responsibilities. The IRS has defined a DST investment as direct fractional ownership of commercial real estate.
How to Transfer a DST after Passing Away
If you own an interest in a Delaware Statutory Trust (DST), you can use it as a wealth transfer tool for future generations. Your DST investments transfer to your designated beneficiaries after you pass away, providing them with the same benefits you had as the original owner.
What Is the Minimum Investment Needed for a DST?
Investors looking to grow their real estate portfolio may consider purchasing ownership in a Delaware Statutory Trust (DST). A DST strives to provide access to high-dollar commercial property for investors with minimal capital.
[Podcast Recap] Potential Tax Benefits of 1031 Exchanges and DSTs for Multifamily Investors
Realized was recently featured on the Multi-family Investor Podcast while attending the ADISA Spring Conference. In this conversation, we discussed the potential benefits that 1031 Exchanges and Delaware Statutory Trusts (DSTs) may have for investors. Here are some of the key takeaways from this conversation.
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