DST Structure

The Delaware Statutory Trust (DST) was created to satisfy criteria for IRC §1031 tax deferred exchange. Some of the features of the DST are below. In addition, please review all risk factors before investing in any DST by reviewing the offering memorandum.

 

A turn-key real estate investment with a professional manager, The Sponsor, completing all due diligence, financing, management and disposition of properties

 

The ability to invest in institutional quality real estate at much lower thresholds than available through direct purchase

 

The capability to diversify real estate holdings by properties, tenants, type and geography

 

The creation of a new cost basis in real estate that can be carried forward through §1031 transactions while deferring taxes

 

Targeted monthly distributions with potential tax advantages such as depreciation allowance and the ability to offset passive activity losses

 

DST distributions paid entirely from operational cash flow at inception

 

Debt financing that is non-recourse to the investor

 

A completely passive investment with no management responsibilities

 

Properties in which an investor invests are already identified and owned by the DST

 

The potential to do a IRC §721 or UPREIT into a REIT

 

Possible co-investment with a Sponsor to ensure an alignment of interest

 

DST fractional ownership for estate planning purposes allows the allocation of shares to beneficiaries as opposed to indivisible property



This website does not offer to sell, or a solicitation of an offer to buy, securities. Offers can only be made through the Private Placement Memorandum which contains various and important risk disclosures. This brochure does not purport to be complete and should be viewed in conjunction with the Private Placement Memorandum. An investment of this sort is speculative and involves a high degree of risk. Projections of future performance contained herein are based on specific assumptions discussed more fully in the Private Placement Memorandum and do not constitute a guaranty of future performance.

DST Interests in any of the properties displayed on this website may be sold only to "accredited investors," as defined in Regulation D under the U.S. Securities Act of 1933, as amended (the "Securities Act"), which, for natural persons, refers to investors who meet certain minimum annual income or net worth thresholds. Offers and sales of DST interests have not and will not be registered under the Securities Act or the laws of any U.S. state or non-U.S. jurisdiction and may be offered only pursuant to an exemption from such registration. Neither the U.S. Securities and Exchange Commission nor any other regulatory authority has passed upon the merits of an investment in the DST Interests, has approved or disapproved of DST Interests or passed upon the accuracy or adequacy of this website and any supplementary materials describing the DST Interests. DST Interests are also not subject to the protections of the Investment Company Act of 1940, including the limitations on self-dealing, affiliated transactions and leverage contained therein. DST Interests are subject to legal restrictions on transfer and resale in accordance with the governing documents of the Trust and applicable securities laws, and investors may be unable to sell or transfer their DST interests. In addition, there is no public market for the DST interests and no such market is expected to develop in the future. Investing in the DST securities involves risk, and investors should be able to bear the loss of their investment.