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…
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…
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…
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…
Common Misconceptions About Delaware Statutory Trusts January 27, 2026 We continue with our series of educational posts for January 2026 and will attempt to clarify a few of the misconceptions (some reference as…
Who Is the Ideal DST Investor in 2026? January 22, 2026 We continue with our series of educational posts for January 2026 and one of the first questions we get from investors may be “am…
