• Mon - Fri: 8AM - 5PM

  • 1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661

Client Login


Important Risks to Consider When Using a DST

While there are many potential advantages of investing in a Delaware Statutory Trust (DST), no investment is completely risk-free. Whether you’re considering a DST for portfolio diversification or you’re looking for a passive replacement property for your 1031 exchange, it’s important to fully understand what you’re getting into. Here’s a look at some of the potential challenges you’ll need to consider before purchasing a DST.

DST 1031 Exchange By on Aug 10, 2022

Understanding the Tax Benefits of Oil and Gas Investing

Some of the most appealing aspects of oil and gas investments are the tax advantages embedded in several different types of investment programs. The oil and gas programs with the most significant tax benefits are direct participation programs (DPP), and they include: Exploratory drilling programs (commonly known as wildcatting) These programs involve searching for oil or gas in new unproven areas or non-producing formations. Exploratory programs are generally considered the riskiest type of oil ...

Oil & Gas By on Jul 27, 2022

A Brief History of Oil and Gas Investing

In 1859, Edwin Drake drilled what many believe was the first oil well in the U.S. near Titusville, Pennsylvania. Drake could not have imagined how his discovery would create an industry that changed the world. Investment in oil and gas exploration increased over the next forty years, with activity expanding beyond the Appalachian mountains into other areas of the country. Early drillers sought oil to refine into kerosene for lamps, a new lighting technology at the time.

Oil & Gas By on Jul 13, 2022

What is a DST?

If you’ve been exploring commercial real estate opportunities or looking for a passive real estate investment, you’ve likely come across the term "DST". This acronym stands for Delaware Statutory Trust, which is a legal entity created under Delaware state law. While a DST can be used for diversification in a wide range of portfolios, its structure of makes it popular among investors seeking a replacement property for their 1031 like-kind exchange. Although DSTs are not incredibly complex, it’s i...

DST By on Jun 29, 2022

How to use a DST for your 1031 Exchange

Selecting an appropriate replacement property is one of the most important, and sometimes one of the most difficult, parts of successfully completing a 1031 exchange. Many investors who no longer want to deal with the hassle of direct property management choose to purchase a Delaware Statutory Trust (DST) as their replacement property. This is known as a DST 1031 exchange.  The following guide will provide further information on the basics of how a DST 1031 exchange works and how it differs from...

DST 1031 Exchange By on Jun 15, 2022

Benefits of Using a DST for Your 1031 Exchange

When searching for a replacement property for your 1031 exchange, a Delaware Statutory Trust (DST) may be a viable option. These investment vehicles provide accredited investors with exposure to professionally managed, institutional-grade investment properties while also eliminating the hassle of direct property management.  If you currently own an investment property and want to defer your capital gains, but you’re tired of being a landlord, then a DST might be right for you. As you weigh your ...

DST 1031 Exchange By on May 31, 2022

Popular Types of 1031 DST Properties

If you’re looking for a passive real estate investment, if suitable, you may want to consider a Delaware Statutory Trust (DST). These investment vehicles create opportunities for the right investor. A DST allows accredited investors to purchase a “beneficial interest” in real estate properties that are owned by the trust. Since many of the properties held within a DST typically may fall in the range of $25 million to $125 million, they provide exposure to professionally managed, institutional-qu...

DST 1031 Exchange Alternative Investments By on May 18, 2022

Different Approaches to Oil & Gas Investing

Our previous post discussed the potential advantages of Oil & Gas investing to help address today’s investment challenges. We focused that discussion on the most common private investment strategies, which included: Drilling Partnerships Direct Investments in Working Interests Direct Investments in Royalties

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 27, 2022

Oil & Gas Investing Advantages for Today’s Challenges

The Oil & Gas industry may have a “boom and bust” reputation among many, where fortunes have been won and lost over decades due to an array of factors often out of the investor’s control. Yet, the industry remains a compelling option for many investors, as it has the potential to provide certain advantages that other investments may not.

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 10, 2022

Investing in Oil & Gas with a 1031 Exchange

Many real estate investors are familiar with the 1031 exchange and how it can be used to defer capital gains taxes on the sale of investment property when reinvesting in “like-kind” replacement property. The like-kind definition under IRC Section 1031 is relatively broad, stating that properties must be held for business or investment purposes but do not need to be of the same grade or quality. For example, an apartment complex can be exchanged for farmland or an office building for a self-stora...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Alternative Investments Oil & Gas By on Nov 30, 2021