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…
March 2026 DST Landscape Review ~ In Like a LION! March 10, 2026 We continue our quick overview of the equity raised primarily in the Delaware Statutory Trust (DST) market. As previously reported, there was equity raised…
DSTs as a Replacement for Actively Managed Rental Properties March 6, 2026 MARCH – DSTs FOR RETIREMENT + INCOME SERIES For many investors, rental property ownership begins as a smart wealth-building strategy. Over time, however, the…
Using DSTs to Create Passive Income in Retirement March 1, 2026 DSTs FOR RETIREMENT + INCOME SERIES Introduction Retirement planning often requires shifting from active income to reliable, passive income streams. Active income typically comes…
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…
The Past, Present, and Future of the Delaware Statutory Trust ~ A Christmas Carol of Real Estate December 12, 2025 In many parts of the country there is the dim glow of a winter evening, (except here is Naples, Florida). With snow swirling outside…
Is there an End of the Year Rush to Close on a DST? November 22, 2025 If you were interested in beating the end of the year rush in closing on a Section 1031 using a Delaware statutory Trust (DST)…
How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust (DST) Offering ‑Part 3 October 12, 2025 This is Part 3 of the series on the review of the PPM. There are many experts who feel the Use of Proceeds is…
“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” Part 3 ~ Returns, Minimums & Estate Planning September 20, 2025 We continue with our educational series on most searched topics by investors regarding DST & 1031 exchange. In Part One we briefly reviewed the…
DST Equity Raise $1.38B Higher Year Over Year ~ August 2025 Landscape Review September 5, 2025 There is a consistent steady absorption of Equity through August 2025. 2025 continues at a very smooth pace and producing sustained results 40% higher…
