1031 DST

Delaware Statutory Trusts: Innovative Real Estate Investment Strategies

At WMS Wealth Management, we specialize in helping investors unlock sophisticated investment opportunities like Delaware Statutory Trusts (DSTs) - a powerful vehicle for real estate investment and tax planning.

Understanding Delaware Statutory Trusts

A Delaware Statutory Trust represents a cutting-edge investment structure that allows accredited investors to acquire beneficial interests in high-quality commercial real estate assets with unique advantages. Unlike traditional real estate investments, DSTs offer a streamlined, passive approach to property ownership.

Key Features of DST Investments

Passive Ownership

Professional real estate management firms, known as sponsors, handle all operational aspects, from property acquisition to ongoing management.

Diversified Asset Classes

Investors can access a wide range of institutional-grade properties, including:

Multifamily residential complexes
Medical office portfolios
Industrial distribution centers
Senior living communities
Net-leased retail properties

1031 Exchange Opportunities

DSTs are particularly powerful within 1031 exchanges, providing investors with a strategic method to defer capital gains taxes while maintaining real estate investment exposure. Our wealth management experts can guide you through this complex process, ensuring compliance with IRS regulations.

Unique Investment Benefits

Tax EFFICIENCY

Potential deferral of capital gains and depreciation recapture taxes

Fractional Ownership

Access to premium real estate assets with lower individual investment requirements

Limited Liability

Investors' personal risk is restricted to their invested equity

Important Considerations

While DSTs offer compelling advantages, investors should be aware of specific characteristics:

Investors relinquish direct voting rights to the trust manager
Strict adherence to IRS guidelines is crucial
No personal assumption of property-level debt
Investments are typically illiquid

WMS Wealth Management: Your Trusted Partner

Our team provides comprehensive guidance, helping you navigate the intricacies of DST investments. We work closely with you to:

Assess investment alignment with your financial goals
Ensure regulatory compliance
Develop a tailored investment strategy

Disclaimer: Investment decisions should be made in consultation with a qualified financial advisor. Past performance does not guarantee future results.

Ready to explore how DSTs can enhance your investment portfolio? Contact WMS Wealth Management today for a personalized consultation.

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WMS Wealth Management, LLC is a Washington State registered investment adviser authorized to provide services in Washington, Oregon, Idaho, California, Alaska, Hawaii, Arizona, Nevada and Montana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Advisory Services are offered through WMS Wealth Management, LLC, a Washington State Registered Investment Advisor. WMS Wealth Management, LLC and WMS Consultants, LLC are not affiliated entities.

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