A Delaware Statutory Trust (DST) has the potential to offer benefits to accredited investors. Purchasing a DST gives an investor the opportunity to add commercial real estate exposure to their portfolio without the hassles that come with direct property management. DSTs have the potential to generate monthly income, plus a capital gain when the underlying property(ies) are sold at the end of the holding period.
DST Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Jan 12, 2023Trusts are often involved in 1031 exchanges. For example, the relinquished property may be held in a revocable living trust formed for estate planning purposes. Or the replacement property may consist of an interest in a Delaware Statutory Trust (DST). Though serving different purposes, all of these trusts have certain common characteristics and follow specific rules. Understanding these characteristics and the regulations that govern these types of exchanges can help you overcome the challenges...
Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Nov 15, 2021Investing in property brings many advantages, including portfolio diversification and the ability to create a passive stream of potential income. However, when the time comes to sell your property, the taxes you’ll owe can significantly reduce your profits. This is the primary reason why so many property investors choose to take advantage of a 1031 exchange.
Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Oct 27, 2021Alternative investments1 have been a recognized asset class for a long time, but recent volatility in the global stock markets has increased the attention on alternatives as a way to diversify portfolios and to potentially increase returns during periods of stress for more traditional investments including equities, fixed-income and cash.
Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management Alternative Investments By Jeffrey Bangerter on Oct 14, 2021The transition into adulthood brings many exciting milestones. Whether you’re moving out on your own, starting a new career, or even starting a family, you’ll enjoy new freedoms and new responsibilities. As you step out on your own and start to accumulate assets, it’s important to have insurance in place to help protect them.
Financial Planning Financial Advisor Tax Planning Life Insurance 401k Tax Management By Jeffrey Bangerter on Sep 30, 2021No one goes into a marriage expecting it to end in divorce. Sadly, despite their best efforts, many couples face this reality. Not only is the end of a marriage emotionally devastating, but the after-effects can have a major impact on each partner’s financial life. As you navigate through your divorce, it’s important to gain a clear picture of your current financial situation. Then, you’ll be able to take steps to help minimize the negative effects of this major life change. Finding financial in...
Retirement Financial Planning Financial Advisor Diversification Tax Planning Retirement Planning 401k Tax Management By Jeffrey Bangerter on Sep 14, 2021If you’ve been wondering whether alternative investments are a good idea for your portfolio, you’re not alone. Many investors are frustrated with current market conditions, leading them to seek out other investment options. While alternative investments offer many potential benefits, they’re not suitable for every investor. Before adding them to your portfolio, it’s essential to understand precisely what you’re getting into. Here’s what you need to know.
Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Aug 31, 2021The 2021 tax season has arrived. If you haven’t already started preparing, now is the time to begin. Before you do, you’ll want to take a look at several of the changes that affect 2020 tax filings. Perhaps the most relevant change was the recent announcement on March 17th, 2021 by the Treasury Department that the federal tax filing due date for individuals filing 2020 returns was extended from April 15th, 2021 to May 17th, 2021, providing additional help to taxpayers dealing with the disruption...
Financial Planning Financial Advisor Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Mar 31, 2021Do you know the difference between taxable and nontaxable income? Financial professional, Jeff Bangerter informs on the difference between the two. He also gives examples of taxable income according to the IRS.
Financial Planning Financial Advisor Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Feb 26, 2021Do you dream of retiring so you can spend time with your grandchildren? Are you hoping to buy a vacation home, travel, or finally write that novel? No matter what your vision of retirement may be, learning how to accumulate wealth is an important first step.
Retirement Financial Planning Financial Advisor Tax Planning Tax Management By Jeffrey Bangerter on Jan 14, 2021
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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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