1031 DST
Why pay high commissions for DST offerings?
With the WMS “Load-Up” Exchange, you skip the traditional commission—or “load”—entirely. Instead of paying high upfront fees, you pay a simple, low flat fee. That means the waived commission stays in your pocket, boosting your equity position and increasing your potential for income and ownership.
Ready to maximize value without compromising on quality or expertise?
Contact WMS to see how much more you can gain with a Load-Up exchange.
Delaware Statutory Trusts: Innovative Real Estate Investment Strategies
At WMS Wealth Management, we specialize in helping investors unlock sophisticated investment opportunities like Delaware Statutory Trusts (DSTs) - a powerful vehicle for real estate investment and tax planning.
Understanding Delaware Statutory Trusts
A Delaware Statutory Trust represents a cutting-edge investment structure that allows accredited investors to acquire beneficial interests in high-quality commercial real estate assets with unique advantages. Unlike traditional real estate investments, DSTs offer a streamlined, passive approach to property ownership.
Key Features of DST Investments
Passive Ownership
Professional real estate management firms, known as sponsors, handle all operational aspects, from property acquisition to ongoing management.
Diversified Asset Classes
Investors can access a wide range of institutional-grade properties, including:
- Multifamily residential complexes
- Medical office portfolios
- Industrial distribution centers
- Senior living communities
- Net-leased retail properties
1031 Exchange Opportunities
DSTs are particularly powerful within 1031 exchanges, providing investors with a strategic method to defer capital gains taxes while maintaining real estate investment exposure. Our wealth management experts can guide you through this complex process, ensuring compliance with IRS regulations.
Unique Investment Benefits
Tax EFFICIENCY
Potential deferral of capital gains and depreciation recapture taxes
Fractional Ownership
Access to premium real estate assets with lower individual investment requirements
Limited Liability
Investors' personal risk is restricted to their invested equity
Important Considerations
While DSTs offer compelling advantages, investors should be aware of specific characteristics:
- Investors relinquish direct voting rights to the trust manager
- Strict adherence to IRS guidelines is crucial
- No personal assumption of property-level debt
- Investments are typically illiquid
WMS Wealth Management: Your Trusted Partner
Our team provides comprehensive guidance, helping you navigate the intricacies of DST investments. We work closely with you to:
- Assess investment alignment with your financial goals
- Ensure regulatory compliance
- Develop a tailored investment strategy
Disclaimer: Investment decisions should be made in consultation with a qualified financial advisor. Past performance does not guarantee future results.
Ready to explore how DSTs can enhance your investment portfolio? Contact WMS Wealth Management today for a personalized consultation.
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