Introducing Delaware Statutory Trusts (DSTs): Exploring a Potentially Beneficial Approach to Real Estate Investment

In the ever-evolving landscape of real estate investment, Delaware Statutory Trusts (DSTs) have emerged as a game-changing vehicle that offers investors a unique blend of flexibility, diversification, tax advantages, and passive ownership. Created under Delaware law, DSTs provide an innovative way for individuals to invest in commercial properties, including multifamily housing, retail centers, office spaces, and more.

Key benefits of DSTs include:

  • Access to Institutional-Grade Properties

  • Diversification opportunities

  • 1031 exchanges and tax-deferred growth

  • Pass-through taxation and potential deductions

  • Passive income and reduced management responsibilities

  • Expertise and economies of scale

In our whitepaper, uncover the fundamental principles, benefits, and considerations that make DSTs a compelling option for diversifying your real-estate investment portfolio and deferring taxation while potentially mitigating some of the challenges associated with direct property ownership. Understanding DSTs could reshape the way you approach and harness the power of real estate investment.

William L. Mehserle, Jr.PFS Signature Wealth