The DST Opportunity

The ideal 1031 Exchange replacement property solution

Our Approach to Delaware Statutory Trusts

We offer a seamless solution for your 1031 Exchange. The 45-day identification period moves very quickly and often creates needless stress. Our experienced team of securities and real estate professionals monitor daily the available Delaware Statutory Trusts in the marketplace. This means that at any time you can have access to a fully-vetted, investment-grade real-estate alternative. And as a Registered Investment Advisor, and not a Broker-Dealer, our 4-step process makes for both a simple and straightforward 1031 Exchange as well a less costly one.

Fractional Interests

One of the greatest benefits of selecting a Delaware Statutory Trust as a 1031 Replacement Property is being able to select the exact undivided interest which meets the financial requirements of your exchange. You determine how much you want to invest as well as how much debt you want the DST sponsor to assign to you.

Obviously, this means that you will own the property with other similarly situated investors and you will be receiving your portion of the property rents every month as well as the tax benefits.

Types of Delaware Statutory Trusts

MULTI FAMILY

One of the most popular types of properties that make their way into Delaware Statutory Trust portfolios is multi-family apartment units. Historically these properties, when located in growing areas with a diverse population and economy, have provided the most stable income as well as long term equity growth.

MIXED-USED

Many of the newer mixed-use types of properties that contain retail as well as residential units or lofts are already owned by Delaware Statutory Trusts. This mixed-use approach allows for good tax shelter, diversification of risk as well as opportunities for rent increases in certain pivotal markets.

STUDENT HOUSING

Student housing has traditionally worked well for Delaware Statutory Trust interest owners. This is because larger complexes located near major universities provide a regular flow of tenants and a stable ability to schedule regular rent increases. In addition, the student populace drives a low vacancy factor.

Robust Inventory of DSTs

A Delaware Statutory Trust (DST) allows you to co-invest with other 1031 exchange investors in one or numerous institutional-grade properties. When you invest in a DST you are assigned a fractional ownership of equity and debt, fulfilling your exchange requirements. You will receive a 1099 for ordinary income, 1098 allowing for mortgage interest write-off, and an operating statement or profit & loss statement for depreciation. With a DST, investors can still enjoy the benefits of owning real estate without dealing with the day-to-day responsibilities of actively managing real estate.

Let’s discuss Delaware Statutory Trusts!

Call us at (631) 421-4341 to discuss the types of properties which are currently available. It usually only takes a few minutes to walk you through our inventory and so you can complete the decision-making process.