Delaware Statutory Trusts

Many affluent individuals and families hold substantial exposure to investment and business-owned real estate, introducing planning considerations that extend beyond traditional wealth management frameworks. 

For advisors, the real risk is not whether clients and prospects will eventually face decisions around highly appreciated real estate—it's whether those decisions are made proactively, with a clear plan, or reactively, under pressure from taxes, health, family dynamics, or market conditions.

Understanding variables that shape DST quality, structure, and investor outcomes. Delaware Statutory Trusts have become a preferred vehicle for investors seeking passive real estate ownership through 1031 exchanges. Yet no two DSTs are truly alike. Property type, business plan, leverage, and sponsor discipline can vary widely, influencing both performance potential and risk profile. Investors are often presented with only a narrow selection, with limited visibility into the f

For Gen X, parent's investment real estate can become a family problem long before it becomes an inheritance. What can you do instead?

The Delaware Statutory Trust (DST) market has eclipsed the entire DST total for 2024. Advisors need to know why addressing this niche can be very important for the clients, their reputations, and potential business growth.

Despite a summer dip, the DST market is demonstrating the deep client need for passive 1031 solutions.

Here’s a little fictional tale of caution put together rooted in experience   Meet Tom. In his prime, Tom was unstoppable -- A sharp,...