Overview
Join Bonaventure for a practical, educational discussion on how Delaware Statutory Trusts (DSTs) are used during real estate liquidity events and where they may fit within a 1031 exchange strategy.
This session provides a clear refresher on DST fundamentals, including zero-leverage structures, planning timelines, and how certain DSTs may contemplate a future transition through a potential 721 exchange, without providing tax or legal advice.
Designed for RIAs, broker-dealers, and centers of influence, the webinar focuses on identifying planning moments, understanding structure and coordination considerations, and helping clients transition from active ownership to more passive multifamily exposure.
What You’ll Hear:
- How DSTs Fit Into 1031 Planning During Liquidity Events: A plain-English overview of how Delaware Statutory Trusts are commonly used within 1031 exchanges, including passive ownership considerations, timing constraints, and structural nuances advisors should understand.
- When a Zero-Leverage DST and Potential 721 Exit May Be Appropriate: Discussion around why some investors prefer debt-free DST structures and how certain offerings may contemplate a future transition into a diversified REIT operating partnership through a potential 721 exchange.
- How Advisors Identify Planning Moments Without Giving Tax Advice: What to listen for in client conversations, how to frame structure and timing considerations compliantly, and how to coordinate effectively with CPAs, attorneys, and qualified intermediaries.
- How Clients Transition From Active to Passive Real Estate Ownership: Ways property owners may reduce single-asset concentration and operational burden while remaining invested in institutional-quality multifamily real estate.