Utilizing DSTs as a wealth transfer strategy for clients RIAs may often recommend a Delaware statutory trust (DST) to clients who own investment property and are considering a 1031 exchange. As an inv[...] Read More

Discover how you can expand your services to clients who own investment property. Read More

What to know when evaluating a DST sponsor A Delaware statutory trust, or DST, is an investment vehicle that offers an accredited investor the opportunity to own a fractional interest in institutional[...] Read More

The current environment is disrupting many 1031 exchanges, but DSTs offer solutions Here’s the scenario. After receiving that fantastic offer that you hoped to get on your investment property, you hav[...] Read More

The Delaware Statutory Trust (DST) has become an increasingly important part of the financial planning discussions advisors have with their clients. While not every client owns income producing real e[...] Read More

Many advisors experience compliance anxiety at the mere mention of private placements or the increasingly popular Delaware statutory trusts (DSTs). Introduce the idea that they can reach prospects int[...] Read More

A 1031 exchange is a powerful tax code provision that can, when executed properly, allow a taxpayer to swap one business or investment property for another. An important topic to be familiar with when[...] Read More

How Advisors Are Helping Clients Interested in Selling a Business Property Financial advisors may miss opportunities to grow their practice within their own client base. One area that may be overlooke[...] Read More

Harvesting the Opportunities of a Strong COI Network Your role as a financial advisor licensed to conduct business using securitized investments is one of the most important relationships a business p[...] Read More