DST / 1031 Properties

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Invest in Delaware Statutory Trusts, Passive 1031 Exchange Investments

Whether you are actively in a 1031 exchange or simply looking to invest in the U.S. market, Agile Advisory can assist. We have partnered with the best investment sponsors across the nation to provide our clients with immediate access to the highest quality opportunities.

If you are executing a 1031 exchange, we know how difficult it can be to identify within the 45-day identification period. That’s why, for active 1031 exchangers, we always have net leased investment properties and Delaware Statutory Trust (DST) investments available to meet your investment needs.

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.

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.

Sample of the Offerings