Delaware Statutory Trust Holding Period Info

If you are looking to 1031 exchange into a DST, you may have some questions like what is the average Delaware Statutory Trust Holding Period? In this article we will go over the average Delaware Statutory Trust Holding Period, and some of the factors that could affect the hold time of the DST portfolios. Some Delaware Statutory Trust Holding Period portfolios may sell sooner than expected, some may have a hold time that last longer. What are the reasons for the longer Delaware Statutory Trust Holding Period, and why some DST portfolios may sell sooner. Continue reading to get some info on the average Delaware Statutory Trust Holding Period, as well as some other valuable info when considering selling your rental property. If you wish to have some questions answered regarding Delaware Statutory Trust Holding Period, you can fill out the form below, or call our office 805-583-2720 and we will answer your questions for you. If you would like to visit the Winthco Wealth Management office in person, you can do so at - 1871 Tapo St. Simi Valley California 93063 or email kyle@winthco.com.

Average Delaware Statutory Trust Holding Period

The average Delaware Statutory Trust Holding Period that you will read online, or hear when you talk to a DST specialist, is 5-7 year hold time. This average Delaware Statutory Trust Holding Period comes from a weighted average of DST properties that have gone through the life cycle. What they probably will not tell you is that some DST properties in a portfolio could sell sooner than expected, and some may sell later than the average DST hold time. We have been dealing with DST portfolios from an extended period of time. We have seen some DST portfolios sell sooner than the average Delaware Statutory Trust Holding Period. If the DST sponsor is holding a property that is seeing solid appreciation on the properties, the DST sponsor will look to liquidate the properties. some of the DST companies aim to achieve a 10%+ appreciation yield on the properties.  If the DST sponsor hits the target appreciation yield, they may look to sell the properties. If the target appreciation yield is hit in year 3, they will look at selling the DST properties. Keep in mind, even though the DST portfolio sells before the Delaware Statutory Trust Holding Period, you get the return on the appreciated gain on the properties.  If you have more questions regarding Delaware Statutory Trust Holding Period, or have other questions that you would like answered, you can fill out the form below or call our office 805-583-2720 and we will help answer your questions directly. If you would like to visit the Winthco Wealth Management office in person to talk about the DST holding time, you can do so at - 1871 Tapo St. Simi Valley California 93063.

Delaware Statutory Trust Holding Period When Looking At Appreciation In The DST

We briefly mentioned the appreciation target yield in the paragraph above when looking at the Delaware Statutory Trust Holding Period. Looking at the target yield appreciation in DST portfolios is a large factor when Delaware Statutory Companies look at when considering selling the properties. If the DST properties have yet to hit the target appreciation goal, then the DST portfolio might continue to operate as a passive income investment. We have seen this scenario before when it comes to Multifamily DST portfolios. The Multifamily DST properties do not appreciate as quick as some other DST properties. Even though these properties might be in affluent emerging markets, the appreciation might not grow as expected. Economic factors may be a reason why the Delaware Statutory Trust Holding Period could last longer. At Winthco Wealth Management our goal is to diversify our clients into as many DST portfolios as possible. We do this because the Delaware Statutory Trust Holding Period varies from portfolio to portfolio. If you are diversified into 3-5 different Delaware Statutory Trust portfolios, then you have more options when the DST properties sell. When the Delaware Statutory Trust Holding Period comes due, you have the option to take the proceeds in cash and pay the capital gains tax on that portion. you can also 1031 exchange into more DST portfolios and continue to defer your capital gains tax into an even more diversified portfolio of real estate assets. We have a lot of flexibility when it comes to managing the Delaware Statutory Trust Holding Period. Our main concern for our clients is preservation of capital. If you are selling your rental property, or even in escrow and considering a DST 1031 exchange, then we can help you. Please fill out the form below, or call our office directly 805-583-2720 and we will help answer your Delaware Statutory Trust Holding Period questions ,or any other questions you may have regarding DST 1031 exchanges. 

*Disclosure:

This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.

Additionally, we cannot offer any of our open offerings unless we have a pre-existing relationship with a customer.  Once we have obtained sufficient information to perform an evaluation of our new customers’ financial circumstances and sophistication in determining his or her status as an accredited investor, we would be able to discuss future offerings once they become available.