top of page

Exploring the Benefits of Delaware Statutory Trusts for Real Estate Investors

A Delaware Statutory Trust is a legal entity that allows multiple investors to pool their resources and invest in real estate properties. This investment vehicle has gained popularity among real estate investors due to its unique advantages and flexibility.

One of the key benefits of DSTs is their ability to facilitate 1031 exchanges. As you may know, a 1031 exchange allows investors to defer capital gains taxes when selling a property and reinvesting the proceeds into a like-kind property. By utilizing a DST, investors can diversify their real estate holdings without the burden of managing properties individually.

Here are some specific ways in which DSTs can help real estate investors:

  • Access to Institutional-Grade Properties: DSTs provide investors with access to high-quality, institutional-grade properties that may otherwise be out of reach for individual investors.

  • Passive Investment: Investors can enjoy the benefits of real estate ownership without the day-to-day responsibilities of property management. The DST sponsor handles all property-related tasks, allowing investors to focus on other aspects of their investment strategy.

  • Diversification: By investing in a DST, investors can diversify their real estate portfolio across different property types, locations, and markets, reducing risk and potentially increasing returns.

  • Tax Advantages: DSTs enable investors to defer capital gains taxes through a 1031 exchange, providing significant tax advantages and potential long-term wealth accumulation.

It is important to note that DSTs have their own unique considerations and risks, and it is advisable to consult with a qualified tax advisor or financial professional before making any investment decisions.

If you are interested in learning more about Delaware Statutory Trusts and how they can align with your investment goals, Apollo Advising would be happy to provide further information or connect you with a trusted expert in this field.

8 views0 comments

Recent Posts

See All

2024 Mortgage Analysis & Outlook

2023 was certainly an interesting year in the mortgage space amid higher interest rates and a challenging lending environment. With that in mind, I thought it might be helpful to offer an overview of

Leveraging Life Insurance for Real Estate

Life insurance, a cornerstone of financial planning, often serves as a protective measure for families, providing financial security in the event of the policyholder's passing. While its primary purpo

bottom of page