Page 12 111 - 120 of 187
DST Sector Battles Excess Inventory as Investor Demand Slows
In a recent Wealthmanagement.com article concerning DST inventory levels and sector considerations, Realized Chief Investment Officer Drew Reynolds commented on the positive aspects of slowing growth in the DST market from the investors' perspective. You can find the entire article here and a recap below.
Delaware Statutory Trusts and LLCs: What's the Difference?
The concept of real estate is straightforward. Simply defined, real estate describes tangible property that includes land and anything permanently attached to it or built on it. This includes improvements and buildings. Natural formations are also part of this definition. The trees fronting a rental home, landscaping that improves the look of an office building – all of this falls under the category of real property.
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.
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).
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.
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.
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.
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.
How to Evaluate a Delaware Statutory Trust Sponsor
Participating in a Delaware Statutory Trust (DST) is an attractive opportunity for some investors. For example, the investor might be interested in expanding their geographic reach, reducing their active management of property, or transitioning into a different commercial property sector. Each of these goals may be achievable by investing in one or more DSTs.
What Types of Property Can Be Held In a Delaware Statutory Trust?
Delaware Statutory Trusts (DSTs) are investment opportunities in which a group of investors each owns an undivided fractional share of the trust’s properties, which may include any commercial assets. DSTs may own various properties, including retail, multifamily housing, office and industrial, and specialty assets like self-storage and student housing. DSTs are possible due to the statutory trust laws in Delaware, which allow trusts to determine the rights and responsibilities of the trust participants and to protect the trust's assets from debtors of any of the beneficiaries (shareholders).
Page 12 111 - 120 of 187
