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…
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…
How DST Cash Flow Works: Monthly vs Quarterly Distributions March 20, 2026 MARCH – DSTs FOR RETIREMENT + INCOME SERIES Introduction We continue with the series on DSTs for retirement. The timing of cash flow matters…
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…