How to Invest in a Delaware Statutory Trust

1. List your rental property for sale 
2. Setup a qualified intermediary 
3. Start the Invest in A Delaware Statutory Trust 1031 exchange process with Winthco 
4. Review possible Delaware Statutory Trust investments 
5. Identify 1031 DST properties to invest in
6. Sign all necessary paperwork 
7. Close escrow on Delaware Statutory Trust investment property
8. Start receiving passive monthly income

Investing In A DST Information In Your 1031 Exchange

If you have been doing your research online about the 1031 exchange and the Delaware Statutory Trust and you come to the conclusion that the 1301 DST is a good investment for you. Your next question might be, How to invest in a Delaware Statutory Trust? In this article we will discuss How to invest in a Delaware Statutory Trust, some of the reasons why you would want to to invest into a DST, the process, and how we operate at Winthco Wealth Management for our clients. When it comes to how to invest into a Delaware Statutory Trust, the process is quite simple. We walk all of our clients through the process on How to invest in a Delaware Statutory Trust and we aim to make it as stress free as possible for you. Not only do we provide all the necessary information on how to invest into a DST, but we also handle all of the paperwork for our clients, and work with our clients qualified intermediary to ensure proper reporting with the IRS. There are many steps involved when trying to learn How to invest in a Delaware Statutory Trust but we let you know all the steps, and we work with you side by side the entire time. Some clients believe the process is very hard, stressful, and time consuming when doing their research on the 1031 DST.  At Winthco Wealth Management, we make sure the process of investing in a 1031 DST is as stress free as possible by doing most of the leg work for you, working with your qualified intermediary, and even your Certified Public Accountant. We walk all of our clients through the entire process of how to invest into a Delaware Statutory Trust, constantly answer questions relating to the dst, and even offer tax advice from one of our CPA's.  If you have questions pertaining to a 1031 DST, or would like to know more about How to invest in a Delaware Statutory Trust, please fill out the form below or call our office directly at 805-583-2720 and we will help answer any and all questions. We can also setup a free consolation call to discuss in more detail with an investment representative on How to invest in a Delaware Statutory Trust. If you would like to visit our office in person, you can do so at - 1871 Tapo St. Simi Valley California 93063 

Investing In A Delaware Statutory Trust - Why Invest In A DST?

If you have recently found out about the 1031 DST and how it is an alternative to a traditional 1031 exchange, but confused on why you would invest in a Delaware Statutory Trust we will help answer some common questions. If you have a large capital gains on the disposition of your rental property, you want to defer these capital gains. You may have only been familiar with a traditional 1031 exchange to defer your capital gains tax when you sell your rental property. If you have recently been introduced to the 1031 exchange DST, you may be wondering How to invest in a Delaware Statutory Trust, or why invest in a dst. A DST is similar to a 1031 exchange but instead of having to manage your exchanged property, or hiring a management company, you can invest in a Delaware Statutory Trust. By investing in a Delaware Statutory Trust, it allows you to defer your capital gains tax, provides passive monthly income, as well as the potential participation of appreciation when the DST property sells. Most clients Invest in a Delaware Statutory Trust because they are ready to retire, done managing their investment properties, or they have large capital gains from the sale of their rental property. These are just some of the reasons why our clients Invest in a Delaware Statutory Trust. There are many other reasons why one would want to invest into a DST, the main reasons are to defer capital gains tax, provide passive monthly income, and potential appreciation gains when a dst property sells. Of course this can all sound great, but it also might sound confusing. We want to ensure you are fully informed on the ins and outs of how to invest in a Delaware Statutory Trust, and help answer any and all questions you have. We want to make sure you have a clear mind when making your final decision. Our goal is to make sure you have a full understanding of how the DST works and everything along with your investment decision.  If you feel like a dst might be a good investment for you, or have more questions like How To Invest in a Delaware Statutory Trust, please fill out the form below or call our office directly and we will be schedule you a call to discuss the 1031 dst in more detail. If you would like to visit our office in person, you can do so at - 1871 Tapo St. Simi Valley California 93063 

How To Invest in a Delaware Statutory Trust And The Process At Winthco Wealth Management 

Once you have determined that a 1031 DST is a good investment for you, you might be asking How To Invest in a Delaware Statutory Trust. Or you may still want some questions answered about the 1031 dst process, or general Delaware Statutory Trust questions. At Winthco Wealth Management we walk our clients through the entire process, answer any and all questions our clients may have, and walk them through the entire process on How To Invest in a Delaware Statutory Trust. There is a process when it comes down to How To Invest in a Delaware Statutory Trust, and how we operate at Winthco Wealth Management. When our clients fill out the form on How To Invest in a Delaware Statutory Trust, or call our office directly, you get directed to a associate who will gather basic information from you. Since a Delaware Statutory Trust is for accredited investors only, we pre qualify our clients to ensure they are accredited investors. We will gather basic information on your rental property transaction, when you are closing escrow, or days left on your 45 day identification period. Once we gather basic information from our clients, we will schedule a call with one of our registered representatives to discuss the 1031 dst in more detail with you. At Winthco Wealth Management we want to make sure we provide you with all of the information relating to a 1031 dst, How To Invest in a Delaware Statutory Trust, and answer any questions you may have. We want to make sure you have a full and comprehensive understating of a 1031 dst and How To Invest in a Delaware Statutory Trust. After your call with a registered representative, we typically setup a second call with one of our Delaware Statutory Trust sponsors. This call can go over How To Invest in a Delaware Statutory Trust, answer any further questions about a 1031 dst, and potentially discuss the available dst portfolios that you can invest in. Our staff always makes ourselves available via email, phone, or texts if any of our clients have further questions about the 1031 dst or How To Invest in a Delaware Statutory Trust. If we need to setup multiple conference calls with our clients, we will make sure to schedule accordingly. We want to ensure our clients have a full understanding of How To Invest in a Delaware Statutory Trust, as well as the entire dst investment as a whole before actually investing in a dst. Once you have decided to Invest in a Delaware Statutory Trust, we will pick the appropriate dst portfolio of properties, fill out the required paperwork, work with your QI, and handle the closing of the dst. We want to take as much off of your plate as possible during these real estate transactions. We know it can be a stressful time, and we want to ensure a smooth and orderly flow of our How To Invest in a Delaware Statutory Trust process. If you would like to learn more about the 1031 DST, or schedule your free consultation, please fill out the form below, or call our office directly 805-583-2720. If you would like to visit our 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.