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What Wealth Managers Should Know About DSTs
As a wealth manager, you have a high degree of responsibility in helping your clients manage their financial affairs. Your services typically go beyond investment advice and include estate and trust planning, philanthropy, tax management, and ancillary financial and legal matters. Often, your role includes coordinating the services of other client team members, including accountants.
How Much Does it Cost to Set Up a Delaware Statutory Trust?
Delaware Statutory Trusts are typically created and managed by professional real estate companies that act as the trust’s Sponsor. These companies leverage their expertise and experience to select and acquire various commercial real estate properties to be placed under trust and offered to investors as fractional ownership interests in the trust.
Does a Delaware Statutory Trust File a Tax Return?
Investors who 1031 exchange into Delaware Statutory Trusts (DSTs) may wonder how to address their annual tax reporting requirements from this type of investment vehicle.
What Does a 1031 Delaware Statutory Trust Advisor Do?
Finding suitable Delaware Statutory Trust investments can be challenging. Scouring through multiple DST offerings to find investment options that meet your investment criteria can be a difficult and time-consuming process. DST investors who are trying to place capital to complete 1031 exchanges also face the additional pressure of meeting inflexible Internal Revenue Service deadlines.
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.
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