Delaware Statutory Trusts (DSTs) can be a powerful tax deferral tool for investors who are facing a significant capital gain event and are looking to diversify and take a more passive rule.
Drew Reynolds of Realized joins Michael to walk through the DST process and explain the questions that investors should be asking about like kind exchanges.
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Episode Highlights
- Overview of the 1031 exchange, including the potential to defer taxes.
- Definition of key terms, including 1031, DST, and TIC.
- Use cases and typical investors for whom a DST may be appealing.
- Key distinctions between DST and TIC structures.
- Common mistakes made by investors interested in a DST investment.
- Discussion of the services Realized offers to both investors and financial advisors.
Episode Resources
Today’s Guest: Drew Reynolds, Realized
About The Tax Efficient Investor Podcast
On the Tax Efficient Investor podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.
