Why Financial Advisors Use DSTs for Concentrated Real Estate Risk April 13, 2026 High-net-worth clients often build wealth through real estate, and this occurs over time. Any success can create a hidden challenge: concentration risk. A large…
How Delaware Statutory Trusts Qualify for 1031 Exchanges January 12, 2026 We continue our commitment to investor education. This post will focus on one of the primary reasons investors choose Delaware Statutory Trusts. Based on…
“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” ~ Part 1 September 6, 2025 Over the years we have received requests from investors (potentially Freshman investors as referenced in the previous post). Every day new investors are seeking…
DST Equity Raise $1.2B Higher Year Over Year ~ July 2025 Landscape Review August 8, 2025 Equity raise is strong and consistent. 2025 continues on a very smooth pace and producing results 40% higher than 2024. August 8, 2025 By…
OBBB Act Prompts Big Beautiful Interest in Alternatives July 20, 2025 Ever since the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025, there has been a surge in questions…
Why Your Financial Advisor Should Suggest Alternative Real Estate for Your Portfolio June 7, 2025 Investors seeking alternative investments (vs. stocks and bonds) may enter the arena via §1031 exchange into a DST. Yes, for years we have handled…
Challenges in Balancing the Equity and Debt in a §1031 Exchange ~ Part 2 Back Stage April 21, 2025 Balancing larger exchanges requires an in-depth analysis of the investor’s goals and the §1031 requirements for equity and debt replacement. Not all exchanges (utilizing…
Understanding Ground Lease Interests and Their Role in §1031 Exchanges March 14, 2025 In the world of real estate investment, leveraging the benefits of a §1031 exchange can provide investors with a powerful tool to defer taxes…
2025 Strategies for Consideration January 9, 2025 Kicking off investment ideas for 2025 may involve traditional and non-traditional strategies. What is on your list of potential investment moves for 2025? January…
DST.EDU Series B- Asset Classification Discussion Multi Family April 5, 2024 Editor’s note- this is part two of a ten-part series on the various asset types of DST offerings Part 2: Multi Family Asset Classification…