Delaware Statutory Trusts

This series will uncover various types of Delaware Statutory Trust (DST) investments, how to evaluate them and what to consider when incorporating a DST into your portfolio.

DST 101: Introduction into Delaware Statutory Trusts

August 17
1:00 PM CT Watch

DST 102: How to Evaluate a DST Investment

August 24
1:00 PM CT Watch

DST 103: Building a DST Portfolio

August 31
1:00 PM CT Watch

DST 101: Introduction into Delaware Statutory Trusts

Part 1

In this webinar we’ll cover...

  • An overview of Delaware Statutory Trusts and how they work. 
  • The potential advantages and disadvantages of investing in a DST. 
  • Ways to use a DST in a 1031 exchange.
  • The different stakeholders and roles involved in DSTs.

Presenting Speakers

Robert Cobean

Vice President, Research
Robert Cobean About Robert

Jacob Adams

Vice President, Wealth Management
Jacob Adams About Jacob
Playing

DST 102: How to Evaluate a DST Investment

Part 2

In this webinar we’ll cover...

  • Ways to evaluate a DST sponsor.
  • Defining key terms: Secondary Market, Good Due Diligence, Unbiased, Selection.
  • DST property types and what to consider before investing. 

Presenting Speakers

Colton Hoisager

Senior Real Estate Analyst
Colton Hoisager About Colton

Amr Tenney

Vice President, Wealth Management
Amr Tenney About Amr
Playing

DST 103: Building a DST Portfolio

Part 3

In this webinar we’ll cover...

  • What to consider when utilizing all cash vs. leverage in a DST.
  • The basics of tax deferrals and income sheltering. 
  • Understanding the fees associated with DSTs.
  • Ways to diversify your portfolio with DSTs.  
  • Potential disposition & exit strategies for a DST.

Presenting Speakers

Robert Cobean

Vice President, Research
Robert Cobean About Robert

Clay Schmidt

Senior Vice President, Wealth Management
Clay Schmidt About Clay
Playing

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