Delaware Statutory Trusts

^{AN ALTERNATIVE SOLUTION TO REAL ESTATE INVESTING}

Agile Advisory LLC offers a diversified portfolio of investment opportunities. Our experience and expertise in DSTs allow us to match clients with investment solutions that target their long-term goals. We personalize every strategy based on our client’s investment preferences regarding location and property type. We have access to several typies investment properties across the United States. As a licensed representative, we have the resources to help diversify your portfolio and assist you in becoming a fractional owner in the DST of your choice.

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What is a Delaware Statutory Trust?

A Delaware Statutory Trust, or DST, is a legally recognized real estate investment trust in which investors can purchase ownership interest. Investors who own fractional ownership are known as beneficiaries of the trust – they are considered passive investors.

DSTs, unlike many other co-ownership real estate investment structures, are 1031-eligible. Properties held in DSTs that are considered “like-kind” include retail assets, multifamily properties, self-storage facilities, medical offices, and other types of commercial real estate.

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Why consider investing in DSTs?

1031 Exchange Qualifier

With a Delaware Statutory Trust as a 1031 replacement property, you select the exact undivided interest that meets the financial requirements of your exchange.

Deferred Capital Gains

As a 1031 qualifier, a DST can be used by investors to transfer their investment capital while deferring the payment of capital gains on their initial investment.

Institutional Quality Properties

Investing in a DST offers investors access to institutional quality assets, which often have the potential to deliver higher returns.

Diversification

The selection of property types and geographical locations opens a whole new level of portfolio diversification.

Passive Income Potential

Investors have the possibility of receiving monthly returns, offering a chance for stable cash flow through the life of their investment. Returns can fluctuate based on market conditions.

Management Free

All Delaware Statutory Trust properties are professionally managed for you. Investors take on no additional responsibility when they invest in a DST.

Limited Liability

A DST is structured so that investors are protected from personal liabilities beyond the amount of their investment.

Excellent Financing

DST sponsors are established investment real estate firms with strong lender relationships, allowing them to obtain very favorable terms for their clients.

Debt Obligation Management

When exchanging into a DST, you determine how much you want to invest and how much debt you want the DST sponsor to assign to you.

1031 In and Out

Since the IRS qualifies DSTs for 1031 exchange purposes, you can exchange out of it when it comes time to sell, and you’ll keep deferring taxes.

Estate Planning

DSTs offer investors unique strategies for estate planning. Upon the investor’s death, estate beneficiaries receive a stepped-up basis for tax purposes.