Wealth Breakdown

WB6 DSTs vs. Traditional 1031 Exchanges


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Ever wanted to own a piece of a skyscraper or a massive shopping mall? With Delaware Statutory Trusts (DSTs), you can invest in institutional-grade real estate without the hassle of direct ownership. In this episode, we take a deep dive into DSTs—what they are, how they work, and why they’re becoming a popular choice for passive real estate investors.

🔑 Key Takeaways:
  • What is a DST? – How it allows fractional ownership of commercial properties.
  • How DSTs Work – Understanding the legal structure, sponsors, and investor roles.
  • Tax Benefits – 1031 exchange advantages, depreciation deductions, and tax efficiency.
  • Who Should Invest? – Ideal for retirees, real estate investors, and portfolio diversification.
  • Potential Risks – Liquidity concerns, lack of control, and due diligence on sponsors.
  • Real-World Examples – Case studies of investors using DSTs for passive income.

📊 Resources Mentioned:

  • Navigating Delaware Statutory Trusts in Real Estate Investments
  • How a Delaware Statutory Trust Works | DST Investment - Real Estate Transition 
  • The Delaware Statutory Trust (DST) Guide - 1031Gateway
🎧 Why Listen?
  • Learn how DSTs provide access to large-scale real estate investments.
  • Discover ways to reduce taxes while growing your wealth.
  • Understand the pros and cons before investing.
  • Get expert insights into passive income strategies.

Blog Post and Transcription: https://www.bloomwoodcapital.com/post/delaware-statutory-trusts-dsts-a-deep-dive-into-real-estate-investing-for-passive-income-and-tax

Contact Us: https://www.bloomwoodcapital.com/contact

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Disclosures: https://www.bloomwoodcapital.com/smdisclosures

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Wealth BreakdownBy John William "Billy" Amberg, II