During the session, we’ll discuss:
- Delaware Statutory Trust (DST) Structure and Benefits: Define DSTs and highlight their benefits, including passive ownership, professional management, diversification, and 1031 eligibility.
- Comparison of Direct Real Estate vs. DSTs: Discuss the differences in responsibilities, liquidity, risk, and returns between managing real estate directly versus investing in a DST.
- Who is a Good Candidate for DSTs: Identify investor profiles best suited for DSTs, such as aging landlords, investors looking to retire, or those seeking income without management duties.
- Timeline and Rules for a Successful 1031 Exchange: Review key deadlines (45-day identification window, 180-day close), requirements, and common mistakes to avoid.
- Tax, Estate Planning, and Income Implications: Highlight how DSTs can provide ongoing income, continued depreciation benefits, and simplified estate transfer strategies.
Contact for Current 1031/DST Inventory
Contact for Current 1031/DST Inventory
Contact for Current 1031/DST Inventory
Contact for Current 1031/DST Inventory
Contact for Current 1031/DST Inventory
Contact for Current 1031/DST Inventory
What is a 1031 Exchange?
A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferral strategy used by real estate investors to defer capital gains taxes when selling one investment property and reinvesting the proceeds into another similar property. Under Section 1031 of the Internal Revenue Code, investors can defer paying capital gains taxes on the sale of qualified properties as long as they reinvest the proceeds into another property of equal or greater value.
What is a DST?
A Delaware Statutory Trust, or DST, is a legally recognized real estate investment trust in which investors can purchase ownership interest. Investors who own fractional ownership are known as beneficiaries of the trust – they are considered passive investors.
DSTs, unlike many other co-ownership real estate investment structures, are 1031-eligible. Properties held in DSTs that are considered “like-kind” include retail assets, multifamily properties, self-storage facilities, medical offices, and other types of commercial real estate.
What is an Accredited Investor?
An accredited investor meets one of the following financial requirements:
- Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Who should attend?
Accredited Investors, CPAs & EAs, Residential & Commercial Agents/Brokers, Real Estate Attorneys, Estate Planners, Other Real Estate Professionals
29122 Rancho Viejo Rd. Suite #111 San Juan Capistrano, CA 92675 (949) 235-5606
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Ashley Romiti is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Perch Wealth. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; • Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.
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