DST Education ~ Market Intelligence

DST Education ~ Market Intelligence

Section 1031 Strategy

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Category: DST 1031

Preparing your CPA for the DST Investment

September 10, 2024

We con­grat­u­late all the CPAs we meet in con­tin­u­ing edu­ca­tion set­tings and meet­ings. We are encour­aged to see CPAs engag­ing with new infor­ma­tion to…

June 2024 DST Landscape Review – Seven Offerings Fully Subscribed

June 15, 2024

Sev­en Delaware Statu­to­ry Trust (DST) equi­ty offer­ings have been ful­ly sub­scribed to in the past month.  Two of the offer­ings were on the mar­ket…

May 2024 DST Landscape Review – Equity Absorption over $400M

May 17, 2024

Delaware Statu­to­ry Trust (DST) equi­ty acquired by investors con­tin­ues to move along pre­dictable asset class acqui­si­tion. Mov­ing into the sec­ond quar­ter there has been…

The Use of Cash and DSTs — Part 1

May 1, 2024

This is part 1 of a two-part series.  (This is tak­en from an upcom­ing book DST Wealth Build­ing DiNi­co­la & McIn­tyre) DST WEALTH BUILDING…

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…

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…

Risk Management in DSTs: Analyzing the Risks involved and Strategies for Mitigating them in DST Investments.

March 15, 2024

All invest­ments, includ­ing alter­na­tive invest­ments such as real estate and Delaware statu­to­ry Trust (DST) come with risk.  Risk man­age­ment is crit­i­cal no mat­ter which…

February 2024 DST Landscape Review Shows Consistent Investor Interest

March 15, 2024

Equi­ty raised for Delaware Statu­to­ry Trusts (DSTs) in the first few months of 2024 has been viewed by many as a very good start…

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…

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Email: adinicola@fiduciarycm.com

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By sub­mit­ting a request, you are con­firm­ing that you are an “Accred­it­ed Investor”.  

Recent Posts

  • Al DiNicola Joins Realized Financial, Expanding Resources for 1031 Exchange Investors November 4, 2026
  • Tracking Tax Basis From DST Purchase Through Sale, §1031 Exchange or Inheritance November 2, 2026
  • From the DST Tax Package to Schedule E: What the Investor Gives the CPA October 30, 2026
  • Sample Forms 1099-INT and 1099-MISC: When They May Appear in DST Reporting October 27, 2026
  • Understanding Mortgage Interest Reporting in a DST: Sample Form 1098 October 24, 2026
  • Cost Segregation in a DST: Understanding 5, 7, 15, 27.5 and 39-Year Property October 21, 2026
  • Mortgage Interest, Real Estate Taxes and Property Expenses: How Investor Allocations Work October 18, 2026
  • DST Rental Income: Why Cash Distributions and Taxable Income Are Not the Same Thing October 15, 2026
  • Reading Your DST Federal Tax Information Statement October 12, 2026
  • Grantor Trust Tax Information Statement vs. Schedule K‑1: Understanding the Difference October 9, 2026
  • Organizing Your Digital DST Tax Records October 6, 2026
  • What Tax Documents Does a DST Investor Actually Receive? October 1, 2026
  • Conclusion~ The Strategic 1031 Exchange-Executive Reference Guide September 18, 2026
  • Chapter 15-The Future of Tax-Efficient Real Estate Investing ~ The Strategic 1031 Exchange-Executive Reference Guide September 15, 2026
  • Chapter 14-Decision Matrix and Investor Checklists ~ The Strategic 1031 Exchange-Executive Reference Guide September 12, 2026
  • Chapter 13- Five Hypothetical Case Studies ~ The Strategic 1031 Exchange-Executive Reference Guide September 9, 2026
  • Chapter 12-The Estate Planning Attorney Perspective ~ The Strategic 1031 Exchange-Executive Reference Guide September 6, 2026
  • Chapter 11-The Registered Investment Advisor Perspective ~ The Strategic 1031 Exchange-Executive Reference Guide September 3, 2026
  • Chapter 10- The CPA’s New Role ~ The Strategic 1031 Exchange-Executive Reference Guide August 31, 2026
  • Chapter 9- The Commercial Broker’s New Value Proposition ~ The Strategic 1031 Exchange-Executive Reference Guide August 28, 2026
  • Chapter 8- Qualified Opportunity Zones Within Comprehensive Planning ~ The Strategic 1031 Exchange-Executive Reference Guide August 25, 2026
  • Chapter 7 The Strategic 1031 Exchange-Executive Reference Guide ~ The Modern Capital Allocation Model August 22, 2026
  • Chapter 6 The Strategic 1031 Exchange-Executive Reference Guide After Tax Wealth Optimization August 19, 2026
  • The Strategic 1031 Exchange-Executive Reference Guide Chapter 5 Why Investors Lose Negotiating Leverage August 16, 2026
  • Industrial and Multifamily Continue to Dominate Equity Raise ~ July 2026 DST Landscape August 15, 2026

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This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with the appropriate state and federal regulatory agencies, and offered only by broker dealers and registered investment advisors authorized to do so. The information found on this website is a summary of general information intended for training and education of accredited investors, only, who are conducting research on DST type investments and or a 1031 Exchange. Any offer of securities is qualified in its entirety by its own offering documents. A prospectus or offering memorandum must be preceded or accompanied by any offer of sale and read in conjunction with the offering documents in order to understand fully all the implications and risks of an offering to which it relates. Terminology such as "we", "us" and "our" is used as defined in the offering documents and does not imply DST News viewpoint. On a non-subscription fee basis, DST News provides informational resources and training to accredited investors regarding DST type investment products and offerings. DST News is not affiliated with any sponsor of such investments but may be associated with the offer or sale of such investments. This website’s information above does not constitute any offer to sell any securities or represent an express or implied opinion on or endorsement of any specific investment opportunity, offering, issuer or sponsor. Copyright DST News © 2026. All Rights Reserved.
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