Understanding Delaware Statutory Trusts: Risks and Benefits April 27, 2026 Delaware Statutory Trusts (DSTs) have become an increasingly popular solution for investors seeking tax deferral through §1031 exchanges, passive income, and relief from active…
Understanding DSTs and OZ 2.0 for Smart Investing April 20, 2026 (Updated for OZ 2.0 – Effective 2027) Delaware Statutory Trusts (DSTs) and Opportunity Zone (OZ) investments are two of the most powerful tax-advantaged real…
April 2026 DST Landscape Review ~ The Lion is Still Roaring April 8, 2026 We used the beginning of a tradition weather proverb last month (In Like a Lion) to reference the market enthusiasm for equity absorbed. The…
Common CPA Concerns About DSTs—and How to Address Them April 7, 2026 We continue our short series on how valuable we feel a CPA may be for investors seeking advice on their real estate held for…
DSTs: A Powerful Tool for CPAs to Enhance Client Value April 1, 2026 For Certified Public Accountants (CPAs), the ability to deliver value goes far beyond preparing tax returns and ensuring compliance. In many consumer surveys CPAs…
Case Study: Retiring Landlords Who Exchanged into DSTs March 27, 2026 MARCH – DSTs FOR RETIREMENT + INCOME SERIES Introduction The famous slogan (closing line) from Naked City was: “There are eight million stories in…
Required Minimum Distributions (RMDs) and DST Planning March 13, 2026 MARCH – DSTs FOR RETIREMENT + INCOME SERIES Introduction For many retirees, the shift from accumulation to distribution can feel like a sudden change…
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…
What Is a Delaware Statutory Trust (DST)? January 5, 2026 We have answered that question over the years from hundreds of investors. We continue our commitment to education and foster understanding of options for…
