Own institutional real estate. Without being a landlord.
A DST gives you a fractional interest in large, professionally managed properties — and qualifies as 1031 replacement property. Passive income, potential appreciation, zero 2 a.m. phone calls.
What is a Delaware Statutory Trust?
A DST is a legal entity that holds title to income-producing real estate. When you invest, you receive a beneficial interest in the trust, a slice of ownership in institutional-grade property you could rarely access on your own. The IRS recognizes that interest as "like-kind" property, so it qualifies for a 1031 Exchange.
Truly passive
A professional sponsor handles acquisition, financing, leasing, management, and eventual sale. You collect potential distributions.
1031-eligible
DST interests satisfy the like-kind requirement, making them a clean landing spot for exchange proceeds, even partial amounts.
Diversification
Spread proceeds across multiple DSTs, asset classes, sponsors, and geographies, rather than betting on a single property.
The honest picture.
DSTs aren't for everyone, and as fiduciaries, we'll tell you plainly if they're not for you. Here's the balanced view we share with every client.
Potential benefits
- ✓ Capital gains tax deferral
- ✓ Potential monthly income
- ✓ No active management
- ✓ Low investment minimums
- ✓ Estate-planning step-up potential
Considerations
- – Illiquid; long hold periods
- – No day-to-day control
- – Accredited investors only
- – Market & tenant risk
- – Distributions not guaranteed
The asset classes our clients access.
Apartment Communities
Logistics & Warehouse
Medical & Retail
Storage Facilities
DSTs are available everywhere. This isn't.
We research each sponsor's offering and prepare a suitability and risk analysis for you, at no charge, before you ever commit a dollar.
Understand you
Goals, timeline, income needs, and risk tolerance.
Curate offerings
We screen sponsors and surface only suitable options.
Analyze risk
A clear suitability and risk write-up, prepared for you.
Execute on time
We coordinate the close within your 1031 deadlines.
DSTs, briefly explained.
What's the typical minimum investment?
Many DSTs accept investments starting around $100,000 for 1031 exchange proceeds, though minimums vary by offering. We'll match offerings to your exchange amount.
How long is the hold period?
DSTs are illiquid, long-term investments — typically 5 to 10 years until the sponsor sells the underlying property. They're designed for patient capital, not short-term needs.
Who can invest in a DST?
DST offerings are private placements available only to accredited investors — generally a net worth over $1M (excluding your primary residence) or income over $200K ($300K joint). Not sure? We'll help you determine eligibility.
Can I exchange out of a DST later?
Yes. When the DST sells its property, you can typically 1031-exchange into another DST, or pursue a 721 UPREIT into REIT units — continuing to defer taxes and adjust your strategy.
See if a DST fits your exchange.
Request the free guide and current property list, or book time directly with an advisor.