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.
A Delaware Statutory Trust advisor can help you narrow down your options so you can perform due diligence on DST offerings and complete the rollover of your 1031 exchange sale proceeds in a compressed time frame. There are many other ways an experienced DST advisor can help facilitate the purchase of DST shares for 1031 exchange and accredited retail investors. Below we’ll take a look at some common ways Delaware Statutory Trust advisors typically assist individual investors.
There are many ways that working with a Delaware Statutory Trust advisor can simplify the process of purchasing shares of a DST. Here are 4:
Delaware Statutory Trust advisors often provide crucial insight and assistance for investors seeking to complete 1031 exchanges. They can help investors identify suitable replacement investments in appropriate amounts so investors can meet important deadlines and avoid having their exchanges disqualified. They should be well-versed in both partial exchanges and exchanges involving multiple properties.
Think of selecting a DST advisor like shopping for a new car. It would behoove investors to test-drive several potential DST advisors before selecting one. Seek out DST advisors with lengthy track records since they likely have the four attributes mentioned above, as well as the industry expertise and financial skills necessary to best help you find DST offerings that meet your investment criteria.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
Realized does not provide tax or legal advice. This material is not a substitute for seeking the advice of a qualified professional for your individual situation.
Costs associated with a 1031 transaction may impact investor’s returns and may outweigh the tax benefits. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities.
No public market currently exists and one may never exist. DST programs are speculative and suitable only for Accredited Investors who do not anticipate a need for liquidity or can afford to lose their entire investment.
There is no guarantee that the investment objectives of any particular program will be achieved.
All investments have an inherent level of risk. The value of your investment will fluctuate with the value of the underlying investments. You could receive back less than you initially invested and there is no guarantee that you will receive any income.