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Are You Tired of Property Management?

CREATE A TURNKEY PASSIVE INVESTMENT

CREATE A TURNKEY PASSIVE INVESTMENT

For individuals not interested in the day-to-day management of an investment property, consider a Delaware Statutory Trust (DST) as a solution.  DST investments are offered as replacement property for accredited investors seeking to defer their capital gains taxes through the use of 1031 tax deferred exchange as straight cash investments for those wishing to diversify their real estate holdings.

Investor Benefits

A DST investor may benefit from a professionally managed, potentially institutional quality property, with property management and asset management teams that make all decisions regarding the property.  An active asset management team consists of real estate professionals that analyze market trends from acquisition to disposition of an asset.  This active approach adds value not only to the real estate, but also increases potential earnings for the investor.

Client Centered

Active Asset Management

-Property Accounting and Reporting

-Capital Markets/Debt Management

-Risk Management/Insurance

-Real Estate Tax Reduction Services

-Revenue/Expense Management

-Leasing and Marketing

-Market, Pricing and Disposition Analytics

-Investor Communication

Real Estate Diversification with a Delaware Statutory Trust

When executing a 1031 tax deferred exchange, an investment property owner may find it challenging in today's market to locate suitable replacement property or, may be in their investment life-cycle where they no longer want the day-to-day responsibilities of property management.  A Delaware Statutory Trust (DST) property ownership structure permits individuals to own a fractional interest in large, institutional quality, and professionally managed commercial property along with other investors, and places it into the hands of an experienced sponsor-affiliated trustee.

When to Consider a DST:

-When a taxpayer is interested in passive ownership of high-grade commercial property, but the tax payer lacks the financial wherewithal to purchase the property entirely on their own.

-When the taxpayer wants a pre-packaged replacement property where the financing is in place and the sponsor has already performed due diligence.

-As a reliable backup property on the list of identified properties in the event the primary identified property falls through, or the taxpayer has not used all of the proceeds from the sale of the relinquished property and wishes to reinvest the remaining funds to achieve full tax deferral.

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