When considering any investment allocation – whether it involves a DST or direct asset – Silver Portal’s primary goal is to meet your client’s specific objectives: both qualitative and quantitative.
What is a Delaware Statutory Trust (DST)?
A DST is a separate legal entity created as a trust in which each owner receives an undivided fractional interest, or “beneficial interest,” in a property or portfolio of properties. The trustee, typically an institutional-quality real estate sponsor, makes the initial purchase of the property and manages/operates the trust on behalf of the investors once the fractionalized interests are sold.
Benefits of a DST
Own Institutional-Quality Real Estate
Access real estate typically only available to institutions and other large, sophisticated investors.
Opportunity for diversification by asset type and/or geography.
Offered under a legal document (Private Placement Memorandum) which provides clear, detailed information about the sponsor, asset(s) and markets.
A legal opinion states that the investment qualifies for a 1031 Exchange.
Eliminate Property Management Burden
Completely passive investment – no operating or managerial responsibilities.