DST Educational Series

The DST Educational Series is designed to help real estate investors develop a deeper understanding of Delaware Statutory Trusts (DSTs) and their role in 1031 exchange planning. For investors considering an alternative to direct real estate ownership, DSTs can provide access to professionally managed real estate while eliminating many of the day-to-day responsibilities associated with owning and managing individual properties.

This educational series explores how DSTs work, their potential advantages and risks, fees and costs, debt and leverage, portfolio diversification, estate planning considerations, and the process of evaluating DST sponsors and offerings. The series also examines how DST ownership compares with direct real estate and 721 UPREIT structures, as well as situations in which a DST may or may not align with an investor’s objectives.

Each chapter is designed to provide a clear, practical framework for understanding DST investments and evaluating the factors that can influence investment and 1031 exchange decisions.

Whether you are approaching a 1031 exchange, considering a transition away from active property management, or simply researching Delaware Statutory Trust investments, this series is designed to help you better understand DSTs and make more informed real estate investment decisions.