Category

DST Investing

How Delaware Statutory Trusts are structured for 1031 investors: the IRS revenue ruling that makes them eligible, sponsor diligence, property types, and what ownership of a beneficial interest means.

• Accredited Investor: What the Status Actually Unlocks in Private Real Estate

  Accredited investor status is the key that opens institutional-grade private placements. Here is what qualifies someone and what becomes accessible once they do.

• TIC vs DST: Which Structure Fits Your 1031 Exchange?

  Both TICs and DSTs qualify for 1031 exchange treatment, but their mechanics diverge sharply on control, scale, and cash-out flexibility. Here's how to read the difference.

• DST Basics: What a Delaware Statutory Trust Actually Is and How It Works

  A DST lets investors hold institutional real estate passively through a 1031 exchange. Here is the structure, the rules, and who qualifies.

• TIC vs DST: Which Structure Fits the 1031 Investor?

  Both TICs and DSTs qualify as like-kind replacement property, but their mechanics diverge sharply. Here is how to read the tradeoffs before you commit.

• What Does DST Accreditation Verification Actually Involve?

  Under Rule 506(c), verification typically means a letter from a CPA, attorney, or RIA, repeated at each new subscription before offering documents arrive.

• Why Are DSTs Available Only to Accredited Investors?

  DST interests are Regulation D Rule 506(c) private placements, securities whose subscription is restricted by law to accredited investors.

• Who Qualifies as an Accredited Investor for a DST?

  The accredited investor tests behind DST subscription: net worth above $1 million excluding the primary residence, plus two entity qualification routes.

• How Do Limited Partnerships and QOF Rules Add Risk?

  LP structures inside REIT vehicles add oversight complexity. Qualified Opportunity Funds add dual-agency compliance. Both raise the diligence bar.

• Net Lease or Gross Lease: Who Absorbs Operating-Cost Inflation?

  In net-lease DSTs the tenant absorbs rising taxes, insurance, and maintenance. In multifamily and self-storage, the landlord bears those increases.

• What Happens When a Leveraged DST Loan Comes Due?

  Commercial mortgages do not amortize to zero. Balloon maturities expose leveraged DST investors to refinancing risk when credit conditions tighten.

• Risk Disclosure in DST and Alternative Real Estate Investing: What Every Accredited Investor Should Understand

  DST and alternative real estate investments carry layered, structure-specific risks. Understanding where those risks live determines how well a portfolio survives a downturn.

• Accredited Investor Status and the DST: What the Threshold Actually Means

  Delaware Statutory Trust offerings are private placements available exclusively to accredited investors. Who qualifies, why the threshold exists, and what verification involves.

• DST vs. direct property ownership: what you trade

  You trade control and operational responsibility for diversification, debt-relief, and easier 1031 identification. Comparison table inside.

• What is a Delaware Statutory Trust (DST)?

  The legal structure behind DSTs, the IRS revenue ruling that makes them 1031-eligible, and why investors use them for replacement property.