by Bryan Hakola | Jun 5, 2025 | DST
Investing in real estate through a Delaware Statutory Trust (DST) offers a compelling opportunity for investors seeking portfolio diversification and potential tax advantages. Central to evaluating DST investments is understanding how property-purchase loans, or debt,...
by Bryan Hakola | Jul 15, 2024 | DST
Vetting and conducting due diligence on our Delaware Statutory Trust (DST) sponsors is critical to safeguarding your investments and ensuring alignment with your financial goals. This strict question/answer process allows us to assess the sponsor’s track record,...
by Bryan Hakola | Dec 11, 2023 | DST, Landlords, Real Estate Investors
Are you considering investing in a DST but having a hard time giving up control? In this two-part series I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to consider, how it benefits your heirs, and...
by Bryan Hakola | Nov 20, 2023 | DST, Landlords, Real Estate Investors
Are you considering investing in a DST or an UPREIT via a 1031 exchange but are having a hard time giving up control? In this two-part series, I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to...
by administrator | Oct 6, 2023 | DST
Seven steps for investing in DST through a 1031 exchange Investing in a Delaware Statutory Trust (DST) via a 1031 exchange can be an attractive option for real estate investors looking to defer capital gains taxes, diversify their portfolio and generate passive...
by Bryan Hakola | Sep 19, 2023 | DST
Another term for ‘embracing a passive investment’ could also be ‘giving up control of an investment.’ Both mean the same thing, but they conjure vast psychological differences for some investors. Does the concept of giving up control feel foreign or even scary? But is...