When selecting a Delaware Statutory Trust (DST) sponsor for your 1031 exchange, you should evaluate five key factors: their track record and experience, financial stability, regulatory and reputational standing, reporting transparency, and fee and leverage structure. The goal is not …

A Delaware Statutory Trust (DST) can be a turnkey option for 1031 exchange investors who want to defer capital gains taxes while stepping away from active, day-to-day property management. Before committing your funds, you should weigh whether a DST aligns …

Many investors understand how to invest in a Delaware Statutory Trust, but fewer know what happens once a DST goes full cycle. As sponsors increasingly introduce 721 exchanges as an exit option, it’s important to understand how this strategy works …

For real estate investors focused on long-term growth, exiting a Delaware Statutory Trust (DST) through a 1031 exchange offers a strategic path to defer taxes, preserve wealth, and maintain investment flexibility.

Key Takeaways Definition: An all-cash Delaware Statutory Trust (DST) has no underlying mortgage debt. 1031 Exchange Impact: In a 1031 exchange, investors must replace both equity and debt. All-cash DSTs eliminate financing risk but require full equity contributions to avoid…

Key Takeaways: To avoid mortgage boot and defer taxes in a 1031 exchange, investors must replace both equity and debt from the relinquished property. Delaware Statutory Trusts (DSTs) can help fulfill debt replacement requirements by assigning a proportional share of…

A 1031 exchange, officially known as a like-kind exchange under Section 1031 of the Internal Revenue Code (IRC), is a powerful tax-deferral strategy for real estate investors. By reinvesting proceeds from the sale of one property into a new like-kind…

Many investors continue the cycle of swapping real estate indefinitely, continuing to defer the payment of the capital gains taxes. The longer investors keep their equity invested in real estate and continue tax deferral, the greater their opportunities are to…

Discover the key differences between Opportunity Zones and Delaware Statutory Trusts (DSTs), two powerful vehicles for tax deferral and portfolio growth. 

Discover the key differences between Opportunity Zones and Delaware Statutory Trusts (DSTs), two powerful vehicles for tax deferral and portfolio growth.