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Coordinating Your Qualified Intermediary and DST Sponsor: Paperwork, Escrows, and Assignments
In a 1031 exchange completed through a Delaware Statutory Trust (DST), two entities matter: the qualified intermediary and the DST sponsor. Seamless coordination must happen between the two to ensure compliance with IRS rules and increase the chances of a successful exchange. There are various key areas where these parties will need to work together. Let’s take a look at what you need to know as an investor.
DST 1031 Exchange Timeline: From Sale Proceeds to Subscription Docs
You can enter a Delaware Statutory Trust (DST) through a 1031 exchange, helping you access passive cash flow and income from institutional-grade assets, all while enjoying deferred capital gains taxes. However, like with traditional 1031 exchanges, you’re still subject to the 180-day timeframe imposed by the IRS.
How 45-Day Identification Works With Fractional DST Interests
Entering a Delaware Statutory Trust (DST) creates opportunities for passive income, heightened diversification, and more. However, you must follow certain rules when investing, especially if you’re using the DST to finish a 1031 exchange.
DST Investments: Navigating SEC and FINRA Regulations
Delaware Statutory Trusts (DST) may offer tax deferral and passive income, but they must also adhere to certain rules to ensure investor protection and eligibility for specific benefits. Aside from the IRS, there are two more governing bodies that, in some ways, regulate DSTs — the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA).
Evaluating Delaware Statutory Trust Investments in Self-Storage Facilities
As you prepare to invest in a Delaware Statutory Trust (DST), you’ve likely become aware that some of these investment vehicles concentrate on a few key industries. One of these sectors is self-storage, which has seen a rising demand in recent years due to factors like increases in rent and the boom of e-commerce.
Managing Risk in DST Investments During Economic Downturns
Delaware Statutory Trusts (DSTs) are an attractive investment option, providing benefits like tax deferral, enhanced diversification, and passive income. However, like any other investment, DSTs are unfortunately vulnerable to economic downturns. Inflation, recession, and other negative economic activity all affect the income of DSTs, possibly resulting in less-than-ideal returns. Can investors do anything to address these challenges?
DSTs and Green Real Estate: Investing in Sustainability
You’re likely well aware that as the effects of environmental degradation and climate change become more apparent each and every year, the movement toward sustainability also becomes stronger. Even in real estate investing, there has been an increased demand for green properties that have minimal environmental impact and promote sustainability. With this in mind, investors are now looking for assets that combine financial performance and environmental sustainability.
Using DSTs To Access Institutional-Quality Real Estate
Acquiring ownership of an institutional-grade real estate asset is a dream for many investors. However, the high upfront costs and formidable management requirements make this aspiration nearly impossible unless you’re ultra-wealthy. Don’t give up hope! Some methods can help you participate and enjoy the benefits of institutional-quality assets, and one of these is the Delaware Statutory Trust (DST).
What Investors Should Know About DSTs for Senior Housing
One undervalued aspect of Delaware Statutory Trusts (DSTs) is how they can specialize in one asset type or sector, allowing the investor to fully capitalize on the stability or growth of that specific niche. An industry that offers steady returns and long-term growth is senior housing, and now that the U.S. population is aging, DSTs concentrating on this asset class are more likely to encounter a few unique advantages.
Using DSTs To Transition From Active to Passive Real Estate Investing
At some point in your investment journey, you may want to take a step back from the burdens of management and enjoy your income without any added effort. Thankfully, there are various strategies to achieve passive real estate investing, and one that’s risen in popularity is the Delaware Statutory Trust (DST). This investment vehicle not only provides tax-deferral benefits, but responsibility over daily management and major capital decisions falls on the sponsor. These advantages make DSTs a powerful tool for certain types of inventors.
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