What Heirs Need to Know About Inherited DST Interests July 21, 2026 Receiving an inheritance can be both a financial opportunity and a significant responsibility. For heirs who inherit Delaware Statutory Trust (DST) interests, the experience…
DST.EDU Part 9: Medical Office Buildings (MOB) Asset Classification July 19, 2026 July 19, 2026 By Al DiNicola, AIF®Private Fund AdvisorDST 1031 SpecialistFiduciary Capital Management, LLCSecurities offered through MSC-BD, LLC, Member of FINRA/SIPC Editor’s Note: This…
DSTs and Trust Ownership Structures: A Powerful Estate Planning Strategy July 15, 2026 As real estate investors accumulate wealth, preserving and transferring that wealth efficiently becomes increasingly important. While Delaware Statutory Trusts (DSTs) have gained widespread recognition…
Passing Real Estate Wealth to Heirs Using DSTs July 8, 2026 For many real estate investors, building wealth is only part of the long-term objective. Equally important is ensuring that those assets can be transferred…
DSTs in Estate Planning: Understanding the Step-Up in Basis Advantage July 2, 2026 Estate planning is about more than simply transferring assets to the next generation. For many investors, it is also about preserving wealth, minimizing taxes,…
DST.EDU Part 3: Student Housing Asset Classification June 30, 2026 June 29, 2026 By Al DiNicola, AIF®Private Fund AdvisorDST 1031 SpecialistFiduciary Capital Management, LLCSecurities offered through MSC-BD, LLC, Member of FINRA/SIPC Editor’s Note: This…
Using DSTs to Solve the “Too Much Equity, Not Enough Time” Problem June 12, 2026 One of the most common challenges facing real estate investors today is what can be described as the “Too Much Equity, Not Enough Time”…
Exchanging Highly Appreciated Property into Delaware Statutory Trusts (DSTs): A Strategic Solution for Deferring Capital Gains Taxes June 8, 2026 Many real estate investors find themselves in a fortunate but challenging position. They own highly appreciated investment property that has generated significant equity and…
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…
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…
