White Papers

Some Advi­sors and Spon­sors of DST Offer­ings have pro­vid­ed var­i­ous White Papers for Accred­it­ed Investor edu­ca­tion­al pur­pos­es only. All White Papers are nei­ther an offer to sell nor a solic­i­ta­tion of an offer to buy secu­ri­ties. An offer­ing may only be made only by means of a Con­fi­den­tial Pri­vate Place­ment Mem­o­ran­dum (the “Mem­o­ran­dum”). See Terms of Use for more infor­ma­tion.

Understanding
Tax-Deferred Exchanges

Sev­en page overview to bet­ter under­stand DSTs, 1031 and 1033 Exchanges.

Reasons for Real Estate Agents to Consider DSTs

Real estate pro­fes­sion­als reg­u­lar­ly work with clients to exe­cute 1031 like-kind exchanges. These are 10 rea­sons for real estate pro­fes­sion­al to con­sid­er DSTs.

Overview of DST 2025

The Inter­nal Rev­enue Code offers an impor­tant tax plan­ning strat­e­gy. Through a trans­ac­tion called a 1031 Tax Deferred Exchange, you can defer the cap­i­tal gains tax­es that arise from the sale of real estate.

History Lesson on 1031 Tax Deferred Exchange

This is a his­tor­i­cal look at the 1031 Tax Deferred Exchange changes and updates

Vacation Homes and 1031s

Can a sec­ond home or vaca­tion form qual­i­fy for a 1031 tax-deferred exchange? The good new is …

Delaware Statutory Trusts

1031 Road-map

High­ly detailed 1031 process, laid out in descrip­tive road map of each step.

Leave the Cash, take the Cannoli!

Short arti­cle on the impor­tance of always using a Qual­i­fied Inter­me­di­ary (“QI”)

Energy vs Real Estate 1031s

Arti­cle intend­ed for Accred­it­ed Investors, to bet­ter under­stand the con­trast­ing fea­tures of §1031 prod­uct offer­ings in con­ven­tion­al real estate and in oil and gas assets.

Why DSTs Should be Considered for Cash Investors

Adding real estate to a port­fo­lio can pro­vide the poten­tial for cap­i­tal appre­ci­a­tion and cur­rent income that is non-cor­re­lat­ed with oth­er assets . 


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