We frequently encounter older investors who have built up a substantial portfolio of rental properties and discovered that their kids or other beneficiaries have no interest in managing real estate. They are then often faced with tough estate planning decisions including 1) whether to cash out their portfolio and pay taxes to avoid passing on […]
Real Estate Investment Trusts or REITs are one of the most popular forms of real estate investment. REITs have some similarities to DSTs since both are structured as a trust and have in-place management and other features that can cause investors to confuse the differences. REITs, DSTs and triple net properties can be suitable options for […]
The Delaware Statutory Trust or DST is an ownership structure that allows investors to acquire fractional interests in larger properties with full 1031 Exchange tax benefits including flow through of depreciation and expense write-offs to increase after-tax income. The DST is managed by a Trustee who is responsible for all major decision making and who […]