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DST Consultants - Delaware Statutory Trust Consulting

DST Consultants - Delaware Statutory Trust Consulting In A 1031 Exchange


Talk To DST Consultants For Your 1031 Exchange


When it comes to finding the appropriate DST company to invest your tax deferred proceeds, you want to seek advice for the long term investment goals you are looking to peruse. You want to speak to Consultant with a focus on DSTs that can present you with many different DST portfolios, different asset classes, different sponsors, leveraged properties, or all cash properties. There are many DST companies out there, and some have a long history of buying and selling commercial grade institutional properties, and some are new and offering more high risk properties for higher cash on cash returns. When speaking to Consultant with a focus on DSTs, you want to provide the transaction type, what you are selling, the cost basis of the property, any debt that needs to be replaced, and what the real estate investors long term goals are.  Consultant with a focus on DSTs should gather as much information as possible from the real estate investor, and find the appropriate dst properties for the investors.  Consultant with a focus on DSTs  can disseminate all of the information provided to find a reputable DST company that addresses the clients needs and wants. Delaware Statutory Trust Consulting can provide advice and guidance when navigating the  tax deferred exchange option with a DST property. If you speak to someone regarding the Delaware Statutory Trust process in a 1031 exchange and they do not provide advice, and are merely trying to sell your properties, you might not be heeding the best advice. There are many factors that should be in consideration when deciding the appropriate DST properties in your 1031 exchange. One important factor that should be considered by Consultant with a focus on DSTs is how many states the real estate investor is currently filing their tax return. When you invest in a Delaware Statutory Trust property in a taxable state, you must file a multistate tax return for the income you receive in that state. If a Consultant with a focus on DSTs promotes diversification (*), that is a advantageous. Conversely, there can be over diversification that can affect the true yield of your DST investment due to the tax reporting of filing in each state. If the DST  Consulting meeting presents a diversified portfolio of DST real estate properties that are located in multiple states that does not justify the investment amount, it could drastically reduce your true yield, and leave you with a costly tax return bill by your CPA. These are all factors our team considered when providing  Delaware Statutory Trust Consulting to our clients. We go above and beyond to gather as much data from the client to help ensure all criteria is taken into consideration when allocating funds in a DST. If you would like to receive a no cost no obligation Delaware Statutory Trust Consulting meeting, please fill out the form below or call our office directly at - 805-583-2720

What Can  Delaware Statutory Trust Consulting Provide You?


What are you looking to achieve when doing a tax deferred exchange into a DST? The Consultant with a focus on DSTs should follow the best interest of the client by providing the most appropriate advice and what is in the best interest of the client. Too many real estate investors are being hard sold on DST properties that may not be in the best interest of the client. First and foremost, the Consultant with a focus on DSTs should first ask you if you have a good understanding of what a DST is, how it works, what the fees are, what are the typical asset classes, how many properties has  the DST company bought and sold? These are all the questions that should be asked to the real estate investor before even getting into DST portfolios.  DST  Consultants should also vet the client to ensure they are an accredited investor (net worth of $1m excluding primary residence, or $200k of income for the past 2 years with the expectation of $200k or $300k of income for the past 2 years including a spouse) and explain the risks associated with a Consultant with a focus on DSTs  Delaware Statutory Trust investment. If the Consultant with a focus on DSTs you are speaking to or have spoken to does not or did not ask these preliminary questions, you should pause. Our Consultants with a focus on DSTs always ask our clients these preliminary questions and educate our clients on the pros and cons of a DST to make sure this is the appropriate investment for them and their family. If you would like to speak to one of our Consultant with a focus on DSTs, please fill out the form below or call our office directly to speak to one of our  Delaware Statutory Trust Consulting team members. 

**The properties depicted here are representative examples of the types of property that can be owned within a DST. They are not intended to depict or represent any particular investment offering.

What Is a Delaware Statutory Trust (DST)


In the realm of real estate investment, the 1031 exchange is an appropriate tool for deferring capital gains taxes. Within this framework, the Delaware Statutory Trust (DST) has emerged as a popular vehicle for investors seeking to diversify their portfolios while enjoying tax advantages. However, navigating the complexities of DST transactions require significant knowledge and expertise. This is where a Consultant with a focus on DSTs comes into play, offering invaluable assistance in maximizing the benefits of DST investments within a 1031 exchange. Many long term real estate investors have been holding their real estate investment for 10,20,30, or even 40 years. They are worried about selling their investment properties because of the tax liability from selling with a low cost basis and large capital gains. When real estate investors discover the DST, they are eager to learn more to see if it is an appropriate fit for their 1031 exchange. 

Understanding the Delaware Statutory Trust (DST) in 1031 Exchanges: A 1031 DST is a legal entity that allows multiple investors to pool their funds and invest in real estate properties. One of the key advantages of DSTs is their eligibility for 1031 exchanges under IRS guidelines. In a 1031 exchange, investors can defer capital gains taxes by reinvesting the proceeds from the sale of a property into a like-kind property. DSTs offer investors the opportunity to exchange their relinquished properties for fractional interests in professionally managed real estate assets, thereby providing diversification (*), passive income, and potential appreciation. After discovering the option of a DST in a 1031 exchange, many real estate investors turn to the web to learn more about the DST. You can find copious amount of information online. However, some of the info found online might be outdated. This is why it is advised to speak with Delaware Statutory Trust consulting firms that can provide the advice and guidance. If you are looking for a Consultant with a focus on DSTs for an upcoming 1031 exchange, please fill out the form below or call our office directly at 805-583-2720. 

**The properties depicted here are representative examples of the types of property that can be owned within a DST. They are not intended to depict or represent any particular investment offering.

Benefits of Working with a Consultant with a focus on DSTs:

  1. Knowledge in DST Structures and Regulations: DST transactions involve intricate legal and regulatory frameworks. A Consultant with a focus on DSTs possesses in-depth knowledge of these structures and regulations, ensuring compliance and minimizing risks for investors. They can guide investors through the complexities of DST offerings, helping them understand the intricacies of investment structures, cash flow distributions, tax implications, and potential exit strategies.

  2. Customized Investment Strategies: Every investor has unique financial goals, risk tolerance levels, and investment preferences. A Consultant with a focus on DSTs works closely with investors to understand their objectives and tailor investment strategies accordingly. Whether the goal is to optimize cash flow, persue long-term capital appreciation, or diversify across various asset classes, a consultant can recommend suitable DST properties that align with the investor's objectives.

  3. Access to Exclusive Deal Flow: Consultant with a focus on DSTs  often have extensive networks and partnerships with sponsors and intermediaries in the real estate industry. This enables them to access exclusive deal flow and identify high-quality DST offerings with favorable terms and potential for strong returns. By leveraging their industry connections, consultants may be able to provide investors with access to opportunities that may not be readily available to the general public given no conflicts of interest.

  4. Due Diligence and Risk Management: Conducting thorough due diligence is crucial in evaluating DST investments and mitigating risks. Consultant with a focus on DSTs conduct comprehensive analyses of potential investment properties, assessing factors such as market dynamics, property performance, lease terms, sponsor track record, and exit strategies. By performing rigorous due diligence, consultants help investors make informed decisions and avoid potential pitfalls.

  5. Ongoing Support and Monitoring: The role of a Consultant with a focus on DSTs extends beyond the initial investment phase. They provide ongoing support and monitoring throughout the investment lifecycle, keeping investors informed about property performance, market trends, and any changes in tax regulations that may impact their investments with reporting that comes directly from the DST company. 

**The properties depicted here are representative examples of the types of property that can be owned within a DST. They are not intended to depict or represent any particular investment offering.

In the realm of 1031 exchanges, the Delaware Statutory Trust may offer investors a powerful vehicle for deferring taxes and diversifying their real estate portfolios. However, navigating the complexities of DST investments requires specialized knowledge and experience. By partnering with Consultants with a focus on DSTs, investors can benefit from customized investment strategies, access to exclusive deal flow, rigorous due diligence, and ongoing support. If you would like to learn more about the 1031 exchange DST and speak with a Delaware Statutory Trust consulting team, please fill out the form below or call our office directly - 805-583-2720


*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.

Diversification does not assure or guarantee better performance/profit and cannot eliminate the risk of investment losses in declining markets 

**The properties depicted here are representative examples of the types of property that can be owned within a DST. They are not intended to depict or represent any particular investment offering.




Speak To A DST Consultant 

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Delaware Statutory Trust Consulting Team