How To Buy DST
Learn How To Buy A DST In Your 1031 Exchange
- List your rental property for sale
- Select a qualified intermediary and setup QI account
- Schedule DST call with WInthco Wealth Management
- Learn How To Buy A DST with one of our representatives
- Submit documentation that you are an accredited investor
- Review available DST portfolio of properties
- Schedule follow up DST call to discuss available portfolios
- Select the dst portfolios you like and identify them with the QI
- Sign the DST paperwork filled out by the Winthco team to buy the DST
- Qualified intermediary transfer the funds to the appropriate dst portfolios
- Start receiving your passive monthly income
Learn How To Buy A DST Stress Free
If you are selling a rental property and searching online How To Buy DST, then you came to the right place. In this article we will discuss How To Buy DST as well as the process we take at Winthco Wealth Management. Not only will we discuss How To Buy A DST but we will also touch on on why real estate investors are using the Delaware Statutory Trust. There are many reasons why rental property owners utilize the Delaware Statutory Trust, and How To Buy DST. Trying to find a replacement property in a 1031 exchange can be a difficult process in this real estate market climate. With real estate prices on the rise, and the lack of real estate inventory, many real estate investors are buying a dst in their 1031 exchange. Some people are stressed out when searching for replacement properties to complete their 1031 exchange because they cannot find a replacement property. Real estate prices are at all time highs, so rental property owners are concerned with buying at the high. We strive to make the process of buying a dst as stress free as possible, as well as a quick as possible. We handle all the necessary paperwork for you so you do not have to! We utilize our database of approved Delaware Statutory Trust sponsors to find the best companies that fit your 1031 exchange and debt replacement needs. If you are considering selling your rental property and looking online How To Buy DST, we can walk you through the steps. If you would like more info on How To Buy DST, you can fill out the form below or call our office directly 805-583-2720 to get more info on How To Buy DST! 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.
How To Buy DST And To Defer Your Capital Gains Tax
The main reason to buy a DST is to defer your capital gains tax. Many rental property owners have seen great appreciation on their real estate investment. However, that appreciation leads to capital gains tax. Many real estate investors are familiar with the 1031 exchange rule that allows you to exchange like kind property with the means to defer their capital gains tax. With extremely low real estate inventory, rental property owners are having a hard time finding a replacement property. This has lead many rental property owners searching How To Buy DST online. For those who are familiar with the 1031 Delaware Statutory Trust, they may not know How To Buy DST or where to go. There are some steps that we must take in order to explain to potential dst clients on How To Buy DST. The first and most important step when researching How To Buy DST, is to validate you are an accredited investor. A 1031 Delaware Statutory Trust is a sophisticated investment, illiquid, and any allowed to accredited investors. What is an accredited investor when researching How To Buy A DST? An accredited investor is someone who has $200,000 of income for the past two years, or $300,000 combined with a spouse. An accredited investor could also be someone who has a liquid net worth of $1 million or more, excluding your primary residence. Your liquid net worth can include retirement account, pensions, investment accounts, liquid assets, cash and savings. The process to acquire a Delaware Statutory Trust may seem overwhelming, but rest assured our team will work with you the entire time to ensure a smooth and professional process. If you would like to have a consultation on How To Buy DST and would also like to discuss if you are an accredited investor, you can fill out the form below, or call our office 805-583-2720 to speak to a representative. 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.
Researching How To Buy A DST For Passive Monthly Income
Many real estate investors are researching How To Buy A DST in order to retire from the real estate industry. Those who are searching online How To Buy DST may have the goal in mind to defer their capital gains tax, while still providing them passive income as if they still owned real estate. We talk to many clients who have owned rental properties for 10,20,30, or 40 plus years and do not want to manage their properties anymore. Some have heard of a 1031 Delaware Statutory Trust, but do not know How To Buy DST. When you buy A Delaware Statutory Trust, it allows you defer your capital gains tax, provides passive monthly income, as well as potential appreciation on the Delaware Statutory Trust properties. If you are familiar with a Delaware Statutory Trust, and want to know How To Buy DST, we can help! If you are searching online - How To Buy DST, but would like to learn more about the 1031 DST, we can help! We provide a FREE consolation on How To Buy DST, the basics of a Delaware Statutory Trust, and help answer any questions you have. When it comes to How To Buy DST, the process is fairly simple, and stress free at Winthco Wealth Management. We encourage anyone who is interested in buying a dst to fill out the form below, or call our office directly and we can walk you through the process. Our free consolation will allow us to gather information on your 1031 exchange, educate you on the 1031 exchange dst process, as well as validate that you are an accredited investor. once we have received the supporting documents that you are an accredited investor for a 1031 dst, we can send you a brochure on current dst offerings. Once you have reviewed the current dst offerings, we advise setting up a second call to introduce the appropriate dst sponsor. This allows you to speak to a direct representative of the dst sponsor, hear a background of the dst company, and help answer any further questions you may have. Once you are fully educated on the 1031 dst, and you feel the Delaware Statutory Trust is a good fit for your 1031 exchange, then we help you buy a dst. Our staff handles all of the necessary paperwork for buying a dst. We work with your qualified intermediary to send your proceeds to the appropriate Delaware Statutory Trust company. We will make the process for buying a dst as stress free as possible for you! If you would still like to learn more about How To Buy DST, or would like to schedule your free consultation, please fill out the form below or call our office directly 805-583-2720 to schedule your 1031 dst appointment. 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.
*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.