Real estate investing can be extremely rewarding financially. If you have succeeded in your prior real estate investment activities, you may be faced with a new challenge; how do you sell your property without paying income taxes, continue to receive monthly rental income and appreciation, yet not have to continue taking on the responsibility of property management? A Delaware Statutory Trust may be the solution you are looking for.

Listen to our short DST segment

What is a DST?

Delaware Statutory Trusts (DSTs), allow owners of real estate to sell their rental properties and potentially defer capital gains taxes. DSTs have become an investment vehicle for *accredited investors who want the benefits of owning real estate without being a "landlord," as well as current real estate investors who no longer want the responsibilities of being a landlord.

What are the Major Benefits of a DST?

  • Passive Investing

    Relinquish the responsibilities of managing properties and exchange them for freedom without giving up potential profits.

  • Exchange Terrible Ts for Terrific Ts

    Don’t be the landlord who dreads answering the phone for fear that the voice on the other end will present you with a Terrible T (tenants, toilets, trash, turmoil). Instead, enjoy retirement with the Terrific Ts (travel, time, tax savings).

  • Diversification

    Invest around the country. You choose from investments offering various property types, debt leverage, and location of properties amongst many other attributes.

  • Income Generating

    Collect monthly income on-time to enjoy the golf course or take the dream vacation you’ve always wanted.

  • Disaster and Eminent Domain Solutions

    If your investment property was lost from fire, hurricane or eminent domain you can use DSTs in a Section 1031 exchange and defer the capital gains tax, as well as preserve the step-up in basic opportunity.

  • Tax Benefits

    Through a DST 1031 exchange, defer all capital gain income through purchase of like-kind investment property. Don’t leave a spouse/heirs unwanted tax burdens or landlord responsibilities.

Reasons for Using a DST Exchange

Diversify your portfolio with stable Cash Flows

Avoid stock market, interest rate, and geographic risk by passively investing in DTSs.

Defer taxes when using a DST 1031 Exchange

Keep more of your money by deferring income taxes when it’s time to sell investment properties.

Retain the ability to receive a stepped-up basis

Being an *accredited investor is the only requirement you need to own a piece of a DST.

DSTs can provide a back-up plan when using a 1031 Exchange

1031 Exchanges have strict timing guidelines to identify and close on investment properties. DSTs eliminate these obstacles since you buy shares quickly and easily.

Protect your spouse from unwanted landlord duties.

Leaving a spouse with unwanted stress of being a landlord can be a frightening situation. With DSTs, your spouse will be left with passive investments that are paying monthly cash flows.

Protect heirs from estate  tax and rushed liquidation.

1031 Exchanges could eliminate all estate taxes which were once deferred, as well as remove the temptation of liquidating assets too quickly.

For More Information

I’m a Landlord: Can I ever Truly Retire?

Investing in rental properties is a time-tested strategy, but when you’re readty to get out of the grind, you could face a big tax bill. Here’s one escape route.

The Little Red Book of Passive Real Estate Investing

Why passive real estate investing?

How Hidden Commission Can Damage Non-Traded REITs and DSTs

Depending on how you got into passive real estate, such as a private real investment trust or a DST, you may be paying some charges you didn’t realize.