Seven Deadly Sins — Strategies for Mitigating Risks — Part 3 May 30, 2024 Mitigating risks is crucial for effectively managing Delaware Statutory Trust (DST) investments. By employing sound risk management strategies, trustees, sponsors, and beneficiaries can safeguard…
Limitations on a DST Part 1 – The Seven Deadly Sins May 25, 2024 In the domain of Delaware Statutory Trusts (DSTs), a fundamental set of rules and guidelines, referred to as the “Seven Deadly Sins,” delineates prohibited…
DST.EDU Series B- Asset Classification Discussion Medical Office April 28, 2024 Editor’s note- this is part nine of a ten-part series on the various asset types of DST offerings. Delaware Statutory Trusts (DSTs) continue to…
DST.EDU Series B- Asset Classification Discussion Self Storage April 21, 2024 Editor’s note- this is part seven of a ten-part series on the various asset types of DST offerings. Self-storage has been a stable commercial…
DST.EDU Series B- Asset Classification Discussion SFR & BFR April 19, 2024 Editor’s note- this is part six of a ten-part series on the various asset types of DST offerings. Over the past few years there…
Estate Planning with DSTs: Exploring how Delaware statutory trusts can be incorporated into estate planning strategies. April 1, 2024 Investors who are seeking an alternative strategy to transferring real estate assets may investigate Delaware Statutory Trusts (DSTs). DST may provide a strategic role…
Regulatory Compliance for DSTs: Examining the Legal and Regulatory Requirements that DSTs must adhere to. March 25, 2024 Investors will use many structures when investing in Real Estate. Delaware Statutory Trusts (DSTs) have become an extremely popular legal structure in real estate…
DSTs and §1031 Exchanges: Understanding how DSTs can be part of a §1031 exchange for tax-deferred real estate transactions. March 20, 2024 The U.S. Tax code has maintained a provision in the code for over 100 years permitting taxpayers to defer capital gains. While the reference…
Distributions in DSTs: Explaining how Profits and Returns are Distributed among Beneficiaries in a Delaware Statutory Trust. March 10, 2024 Investors in a Delaware Statutory Trust (DST) are considered beneficial owners or beneficiaries. Under the DST structure there would be a distribution of income…
Formation and Structure of Delaware Statutory Trusts: Understanding how DSTs are established and their organizational structure. February 23, 2024 The state of Delaware is the governmental jurisdiction for the formation of the Delaware Statutory Trust or DST. Many will agree that state of…