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What is a DST? A Comprehensive Guide to Investing in Delaware Statutory Trusts

What is a Delaware Statutory Trust (DST)? A DST is an ownership model through a separate legal entity that allows for a number of accredited investors to pool their resources together to purchase beneficial interest into either a single asset or across a portfolio of properties. Generally, Investors in a DST have the right to […]

Top 5 Reasons Retiring Landlords Should Consider DSTs

Investing in real estate can be financially rewarding but comes with a lot of responsibilities especially when you are the owner of multiple rental properties. If you are like most individuals when nearing retirement, chances are you are looking for an easy way to relieve yourself of the stress of property management while still earning […]

Doing a 1031 Exchange into a Delaware Statutory Trust

A 1031 Exchange refers to the Section 1031 of the United States Internal Revenue Code (IRC).  The IRC serves as the branch of the Internal Revenue Service which deals with the regulation and enforcement of domestic tax laws. Specifically, a 1031 Exchange captures a taxpayer’s ability to defer tax payment on his/her capital gains that […]

Top Tenancy in Common (TIC) Disadvantages

In this article, we are going to discuss some of the disadvantages of the Tenancy in Common or TIC co-ownership strategy and let you understand why it has fallen out of favor. But before we delve into the disadvantages of this form of co-ownership, let’s look at what TICs or Tenancy in Common is all […]

1031 Like-Kind Exchanges of Vacation Homes and Second Homes

One of the questions we get from individuals looking to do a 1031 exchange is whether they can do a 1031 exchange out of their vacation homes (relinquished property) into another qualified like-kind property (replacement property) on a tax deferred basis using a 1031 exchange? Over the years, there has been a myriad of opinions […]

Consequences of Doing a Partial 1031 Exchange

There will be consequences.  Often, real estate investors doing a 1031 exchange would love to set outside a portion from the sale of their relinquished property. Perhaps, they need funds for their business, children’s college tuition, or a pending personal debt. Now, this leads us to the question, is it still possible to keep a […]

1031 Exchange Identification Rules

There are specific requirements for identifying and acquiring potential replacement properties when doing a 1031 exchange. In a typical exchange, the identification timeline starts on the date you sold your relinquished property and ends on the 45th calendar day after the sale. Once identified, the IRS requires that you send the details of the identified […]

1031 Exchange Timeline

The ability to defer the payment of taxes within the real estate sphere or within qualified retirement plans such as IRAs allows the investor to grow their wealth at an accelerated rate, thuis providing them with more capital and income at retirement.  While many people do not gravitate towards real estate investing and prefer stocks, […]

What is a DST (Delaware Statutory Trust)? A Comprehensive Guide to Investing in Delaware Statutory Trusts What is a Delaware Statutory Trust (DST)? DSTs can be a bit confusing.  But if you are reading this, it’s likely that you are exploring DSTs as a way to defer paying the 4 taxes on the sale of highly appreciated or low-cost basis real […]

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