Delaware Statutory Trust (DST): Advanced 1031 Exchange Strategies for Real Estate Investors
Designed for expereienced real estate investors, this session explores how Delaware Statutory Trusts (DSTs) can be used as a strategic option within a 1031 tax-deferred exchange Kay Mukaigawa and Jonathan Skedeleski will explain how DSTs work, when they may be appropriate, and the potential benefits and considerations for investors seeking passive ownership, porfolio diversification, estate planning flexibility, or relief from active property management. The presentatin will also include real-world examples and practical scenarios illustrating how DSTs have been used as part of long-term wealth preservation strategies.
Key Discussion Topics
- Understanding the fundamentals of Delware Statutory Trusts
- How DSTs integrate with 1031 tax-deferred exchanges
- Passive investment opportunities for real estate owners
- Diversification and portfolio planning strategies
- Estate planning and succession considerations
- Real-world investor case studies and common questions