Delaware Statutory Trust

Delaware Statutory Trust


The actual amount and timing of distributions paid by programs is not guaranteed and may vary. There is no guarantee that investors will receive distributions or a return of their capital. These programs can give no assurance that it will be able to pay or maintain distributions, or that distributions will increase over time.

This material is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Full Transcript

A Delaware Statutory Trust, or a DST, is a real estate investment vehicle that provides individuals access to properties that are often significantly larger than they could acquire on their own. In many cases, properties are of the same scale and quality as would be owned by institutional investors such as pension funds, insurance companies or REITs.

An important feature of a DST is 1031 exchange-eligibility to individual investors both upfront and upon exit. This benefit is generally not available to other co-ownership structures such as LLCs, partnerships or REITs.

DSTs typically provide monthly tax-advantaged income which, in some cases, may be fully sheltered from income tax liability.

DSTs are passive, professionally managed investments. Many DST Sponsors may also manage investments for institutional investors or other large-scale investment vehicles. DSTs cover a wide range of property types including apartments, industrial, self-storage, medical office and many others.

The pre-packaged nature of DSTs combined with accessible minimum investment amounts, allows for creation of customized, well-diversified portfolios, which may help manage investment risk.

As a primary vehicle behind Investment Property Wealth Management®, DSTs may alleviate ongoing landlord duties, provide recurring monthly income and potentially significant tax advantages. Because it’s not about how much you make, it’s about how much you keep.