Delaware Statutory Trusts
Putting Freedom from Management First.
DST's offer an IRS approved vehicle for 1031 exchanges, which can potentially defer long term taxes, simplify ongoing tax reporting obligations and liberate investors from hands on property management. They have the potential to provide positive cash flow and long term capital appreciation.Tax deferral and minimization
Delaware Statutory Trusts’ offer an IRS-approved vehicle for 1031 exchange DST properties that allow for the deferral of long-term capital gains tax, state income tax, net investment income tax, and depreciation recapture on real estate investment sales.
Maximize tax benefits.Freedom from property management
Exchanging into DST's allow for direct investment without the burden of property management. Properties are institutional grade and professionally managed by vetted and experienced specialists.
Free up your time.Institutional quality at low minimums
DST's offer access to properties of a size and scale that is typically unavailable to individual investors. Unlike standard TIC (tenancy in common) arrangements, DST's lower the investment threshold to as little as $25,000.
Access larger investments.Wealth management
Delaware Statutory Trusts’ structures and 1031 exchange DST properties can retain benefits of real estate investment, including potential cash flow, tax-advantaged income, and passing through costs, depreciation, and other tax benefits.
Make the most of your wealth.
Why use Delaware Statutory Trusts?
Property management isn't always easy.
Terrible T's
You've built your wealth with investment property but the management can be time-consuming, difficult, and stressful. Either you're dealing with the 'Terrible T's' of tenants, taxes, trash, and termites or you're managing a property manager.
1031 Exchange DST Properties are complex
Transitioning from active to passive real estate investment through 1031 exchanges can be onerous, risky and complex. From the sale to qualified intermediaries to escrow. From time pressures to extensive documentation and reviews.
Accounting is rigorous
Keeping track of income, expenses, capital improvements, investment basis, new tax laws, etc. can be challenging when it comes to reporting and compliance. DST sponsors provide comprehensive asset management and accounting services to meet many of these needs.
Time is pressing
When seeking replacement property to defer tax by qualifying for a 1031 exchange, the 45-day identification period can create real pressure and lead to a risk of unnecessarily paying capital gains and other taxes.
DST's can be instrumental in your success
By reducing the complexity of 1031 exchanges, DST's provide a streamlinedreplacement property solution.
Tax mitigation
Defer long term capital gains and other sale-related tax, while leveraging depreciation and other expenses to reduce taxable income over time. Sponsors provide simple year end profit and loss statements for tax preparation.
Minimize your tax burden.Total return vehicle
Delaware Statutory Trusts have the potential to deliver passive cash flow with returns similar to institutional quality investments while giving you the potential to grow your wealth through capital appreciation.
Enjoy and grow your wealth.Eliminate management
Property management can be cumbersome, but exchanging into DST's allow you to retire from the termites, toilets and tenants. So no more management and no more untimely calls.
Protect your free time.Simplify reporting
Sponsors manage the accounting function, providing year-end profit and loss statements for tax preparation. With DST's you're less involved in the detail and more free to enjoy your time.
Make tax reporting easy.Pre-arranged financing
All financing for DST's are secured by the investment sponsor through existing lending relationships. Loans are typically fixed-rate and non-recourse to the investor with 7-10 year terms.
Delegate loan sourcing.Holding Period
Average DST holding periods usually fall between 7 and 10 years. Managers typically prepare for and execute property sales in line with favorable market conditions.
Use the professionals.Quickly identify property
We are typically able to provide investors with multiple Delaware Statutory Trusts’ options leading up to and through their 45-day identification period. DST’s can also be used for backup purposes or leftover exchange equity.
Assure your 1031 exchange DST properties.
Is a Delaware Statutory Trust right for you?
DST's can make financial and strategic sense for suitable investors.You're deferring capital gains
You've sold an appreciated property and now need to prioritize deferring capital gains and other related taxes to preserve your wealth.
You're retiring or stepping back
Real estate investment makes eminent sense in your portfolio and in terms of tax advantages, but you're ready to be free from management.
You may want to consolidate
You're looking to consolidate your holdings across multiple real estate investments into fewer, larger investments for ease of management and quality.
You may want to diversify
You see value in diversifying your investment portfolio and would like to include institutional quality real estate to offset traditional investment risks.
You're seeking replacement property
You've sold a property and in preparation for a 1031 exchange you're looking for a viable replacement property within the 45 day timeframe.
You have excess 1031 proceeds
You've purchased property on your own but have excess sale proceeds and rather than pay capital gains tax, you seek 100% tax deferral. DST's with minimums starting at $25,000 can help you avoid boot.
How Delaware Statutory Trusts work
We put your understanding first.
STAX Capital DST Exchange Guide
Our DST Exchange Guide provides a comprehensive overview of the 1031 exchange process and how Delaware Statutory Trust investments work and can be used to help investors gain access to institutional-grade properties.
DST Guide
DST's are no magic bullet
Although DST's offer many benefits, they carry the general risks of anyinvestment and some particular risks worth noting.
Can be difficult to sell.
Illiquid structure
DST investors can't access a secondary market and one is unlikely to develop, so it is very difficult to sell a DST interest.
Can be difficult to sell.Delegated control
Investors delegate control over their investment to managers and therefore have no opportunity to influence decison making.
No decision making.Fees and expenses
As with any other investment, investors should understand all fees and expenses prior to making an investment decision.
Always review fees and expenses.Sale decisions
DST sale decisions are made by sponsors, they are based on market conditions and other variables effecting the sale price.
Selling decisions are independent.Market risk
DST properties are subject to market risks, including general economic risks, property specific submarket and location risks.
Investing carries risk.
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available to our accredited clients
Completed Investments
| CF Texas Portfolio Multifamily DST
2 - Dallas-Fort Worth, TX 1 - Houston, TX |
|
| Total Capital Placement $94,811,000 |
|
| Loan to value 53.0% |
|
| 1031 Eligible Yes |
|
| Minimum Investment $250,000 |
|
|
Type 1031 DST |
Structure DST |
| Passco Vecina DST
San Antonio, TX |
|
| Total Capital Placement $35,875,000 |
|
| Loan to value 52.39% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco Braselton DST
Buford, GA |
|
| Total Capital Placement $37,675,000 |
|
| Loan to value 52.34% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CF Riverview Multifamily DST
Dayton, KY |
|
| Total Capital Placement $38,475,000 |
|
| Loan to value 50.0% |
|
| 1031 Eligible Yes |
|
| Minimum Investment $100,000 |
|
|
Type 1031 DST |
Structure DST |
| CPA Cue Luxury Apartments DST
Cypress, TX |
|
| Total Capital Placement $21,000,000 |
|
| Loan to value 57.4% |
|
| 1031 Eligible Yes |
|
| Minimum Investment $100,000 |
|
|
Type 1031 DST |
Structure DST |
| CF Valencia Life Sciences DST
Valencia, CA |
|
| Total Capital Placement $40,400,000 (90% of total DST interests) |
|
| Loan to value 55.15% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 250k Cash - 250k Exchange |
|
|
Type 1031 DST |
Structure DST |
| MCG Asheville DST
Arden, NC |
|
| Total Capital Placement $33,305,495 |
|
| Loan to value 48.93% |
|
| 1031 Eligible Yes |
|
| Minimum Investment $25,000 |
|
|
Type 1031 DST |
Structure DST |
| GSI Hilton Head II DST
Ridgeland, SC |
|
| Total Capital Placement $21,129,341 |
|
| Loan to value 0.00% |
|
| 1031 Eligible Yes |
|
| Minimum Investment $25,000 |
|
|
Type 1031 DST |
Structure DST |
| CX Multifamily Portfolio DST
Grovetown, GA | Fairhope, AL |
|
| Total Capital Placement $67,319,313 |
|
| Loan to value 47.67% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco Collins DST
Covington, LA |
|
| Total Capital Placement $32,800,000 |
|
| Loan to value 52.33% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CF Glenmuir Multifamily DST
Naperville, IL |
|
| Total Capital Placement $86,100,000 |
|
| Loan to value 27.73% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 250k Cash - 250k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco Altis Promenade DST
Lutz, FL |
|
| Total Capital Placement $54,300,000 |
|
| Loan to value 47.56% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Trilogy Park 205 DST
Park Ridge, IL |
|
| Total Capital Placement $25,653,786 |
|
| Loan to value 52.33% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco Little Rock DST
Little Rock, AR |
|
| Total Capital Placement $34,125,000 |
|
| Loan to value 53.10% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CF Summerfield Multifamily DST
Landover, MD |
|
| Total Capital Placement $38,100,000 (75% of total DST interests) |
|
| Loan to value 60.1% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 250k Cash - 250k Exchange |
|
|
Type 1031 DST |
Structure DST |
| NexPoint Storage I DST
Miami MSA, Atlanta MSA, Orlando MSA, Jacksonville MSA |
|
| Total Capital Placement $85,892,414 |
|
| Loan to value 43.08% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CF Wyatt Multifamily DST
Fort Collins, CO |
|
| Total Capital Placement $63,785,000 |
|
| Loan to value 47.1% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco Chesterfield DST
Chesterfield, MO |
|
| Total Capital Placement $57,425,000 |
|
| Loan to value 48.42% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CX Lullwater at Blair Stone DST
Tallahassee, FL |
|
| Total Capital Placement $27,236,208 |
|
| Loan to value 53.52% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco Mill at New Holland DST
Gainesville, GA |
|
| Total Capital Placement $38,775,000 |
|
| Loan to value 47.97% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Inland Wauwatosa DST
Wauwatosa, WI |
|
| Total Capital Placement $23,026,079 |
|
| Loan to value 53.13% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Passco San Antonio DST
San Antonio, TX |
|
| Total Capital Placement $36,250,000 |
|
| Loan to value 47.02% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CX Evergreens at Mahan DST
Tallahassee, FL |
|
| Total Capital Placement $33,792,545 |
|
| Loan to value 58.07% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CX Station at Savannah Quarters DST
Pooler, GA |
|
| Total Capital Placement $21,173,843 |
|
| Loan to value 57.14% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CF Station Multifamily DST
Las Colinas, TX |
|
| Total Capital Placement $57,354,000 |
|
| Loan to value 50.70% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| CX Station at Poplar Tent DST
Concord, NC |
|
| Total Capital Placement $27,631,804 |
|
| Loan to value 57.49% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Income & Opportunity Fund
United States and International |
|
| Total Capital Placement $100,000,000 |
|
| Loan to value 50%-70% LTV Target |
|
| 1031 Eligible no |
|
| Minimum Investment $50,000 |
|
|
Type Real Estate |
Structure LLC |
| Multi-family DST
Memphis, TN |
|
| Total Capital Placement $32,427,087 |
|
| Loan to value 56.26% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Zero Coupon DST
Tucson, AZ |
|
| Total Capital Placement $35,306,051 |
|
| Loan to value 82.13% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type 1031 DST |
Structure DST |
| Income & Opportunity Fund
Southern United States |
|
| Total Capital Placement $200,000,000 |
|
| Loan to value 65-75% LTV Target |
|
| 1031 Eligible no |
|
| Minimum Investment $50,000 |
|
|
Type Real Estate |
Structure LLC |
| Multi-family Fund
US |
|
| Total Capital Placement $200,000,000 |
|
| Loan to value 65-75% |
|
| 1031 Eligible no |
|
| Minimum Investment $50,000 |
|
|
Type Real Estate |
Structure LLC |
| Multi-family DST
Burlington, NC |
|
| Total Capital Placement $18,708,724 |
|
| Loan to value 57.49% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| Multi-Family DST
N/A |
|
| Total Capital Placement $10,000,000 |
|
| Loan to value $234234234 |
|
| 1031 Eligible Yes |
|
| Minimum Investment $25,000 |
|
|
Type MultiFamily |
Structure LLC |
| Multi-family DST
St. Louis, MO |
|
| Total Capital Placement $24,480,000 |
|
| Loan to value 49.71% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| SENIOR LIVING DST
Phoenix, AZ |
|
| Total Capital Placement $53,544,255 |
|
| Loan to value 0.00% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| MULTI-FAMILY DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
Las Vegas, NV |
|
| Total Capital Placement $58,277,704 |
|
| Loan to value 49.02% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| MULTI-FAMILY DST
Nashville, TN |
|
| Total Capital Placement 22 |
|
| Loan to value $234234234 |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25 |
|
|
Type MultiFamily |
Structure DST |
| Multi-family DST
Vernon Hills, IL |
|
| Total Capital Placement $41,425,000 |
|
| Loan to value 58.00% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| MULTI-FAMILY DST
Nashville, TN |
|
| Total Capital Placement $72,941,594 |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment $25,000 |
|
|
Type MultiFamily |
Structure DST |
| Multi-family DST
Ponte Vedra Beach, FL |
|
| Total Capital Placement $28,525,000 |
|
| Loan to value 55.58% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| Multi-family DST
Naperville, IL |
|
| Total Capital Placement $46,550,000 |
|
| Loan to value 56.75% |
|
| 1031 Eligible no |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| MULTI-FAMILY DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| MULTI-FAMILY DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| HOSPITALITY DST
Detroit, MI |
|
| Total Capital Placement $32,368,270 |
|
| Loan to value 43.58% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| MULTI-FAMILY DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
Aurora, IL |
|
| Total Capital Placement $37,630,000 |
|
| Loan to value 57.43% |
|
| 1031 Eligible Yes |
|
| Minimum Investment 25k Cash - 100k Exchange |
|
|
Type Real Estate |
Structure DST |
| Multi-family DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
|
|
| Total Capital Placement |
|
| Loan to value |
|
| 1031 Eligible Yes |
|
| Minimum Investment |
|
|
Type |
Structure |
| Multi-family DST
Nashville, TN |
|
| Total Capital Placement |
|
| Loan to value $75,945 |
|
| 1031 Eligible Yes |
|
| Minimum Investment $75,945,000 |
|
|
Type |
Structure Development |