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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.
How Are Delaware Statutory Trusts Regulated?
A Delaware Statutory Trust, or DST, is a real estate investment option that provides investors with a route to fractional commercial property ownership. A DST is a corporation that uses Delaware trust laws to establish a trust. Each shareholder owns a beneficial interest in the trust, holding the properties the trust buys. The IRS states that investors (referred to as trust beneficiaries) are each direct owners of all the trust's assets. As a result, they are entitled to the tax benefits of owning real estate, including the ability to use a 1031 exchange to enter or leave the DST.
Is a Delaware Statutory Trust Irrevocable?
A Delaware Statutory Trust (DST) is an investment vehicle that investors can use to access fractional ownership of commercial real estate assets. DSTs have tax advantages in many situations and are typically eligible for both entry and exit using a 1031 exchange, which sets them apart from many other investment options. DSTs may own various properties, including multi-family housing, office buildings, retail centers, industrial property, medical offices, self-storage, and others.
How do Delaware Statutory Trust Sponsors Make Money?
A Delaware Statutory Trust, or DST, is an investment option that allows investors to purchase fractional interests in a commercial property portfolio and seek to manage tax liability. Although none of the investors or the property needs to be in Delaware, a DST needs to have a Delaware resident as one of the trustees; however, the designated Delaware resident does not need to be an active decision-maker.
What is a Delaware Grantor Trust?
The state of Delaware offers potential income tax advantages and has trust-friendly laws for individuals. These benefits aren’t limited to the residents of the state. Non-residents can use the state’s laws to their advantage by creating a trust fund in Delaware. One type of trust to consider opening is a Delaware grantor trust.
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