Education is very imperative to us – we focus on making sure that our clients are fully vetting a financial opportunity from every angle.  It’s important to us that our clients feel comfortable and confident with not only DSTs, but our process, due diligence, and the partners/sponsors that we work with.  We are deHave you heard of Delaware Statutory Trusts, but still have questions?  Last week we discussed the potential advantages of a DST[KB1] . In this week’s blog we’re answering the top 6 DST questions we get asked regularly.  dicated to helping you navigate this opportunity with ease and knowledge.

Education is very imperative to us – we focus on making sure that our clients are fully vetting a financial opportunity from every angle.  It’s important to us that our clients feel comfortable and confident with not only DSTs, but our process, due diligence, and the partners/sponsors that we work with.  We are dedicated to helping you navigate this opportunity with ease and knowledge.

You have decided to do a 1031 exchange and sell your property, invest that money into another property in order to defer the federal capital gains tax, state capital gains tax, and depreciation recapture tax, but are you aware of some of the very important points when considering a DST exchange?

Are you losing sleep about having the chase down tenants for rent, fixing the broken disposal, maintain the value of your property and wonder if it will provide a return down the road?  If so, then you may want to explore the potential benefits of exchanging into a Delaware Statutory Trust.

Investing in rental properties is a time-tested strategy, but when you're ready to get out of the grind, you could face a big tax bill. Here's one escape route. There is a major dilemma facing many Baby Boomer investors today. Their successes in real estate have produced a failure in quality of life. What is the problem, and is there a solution?

Diversifying your funds among different types of investments is an important way to minimize your investment risks. It can also play a large role in the return you can expect. In fact, how you allocate your investments among asset classes (stocks, bonds, mutual funds, etc.) may be the most important factor, by a significant margin, in determining portfolio performance. That means making asset allocation choices should be one of your first steps in the investment process.

Life insurance can play an important role in your estate plan. It is often necessary to support your family after your death or to provide liquidity. Not only do you need to determine the type and amount of coverage you need, but also who should own insurance on your life to best meet your estate planning goals.