Multifamily real estate, structured around investor solutions.
Access to multifamily real estate investment opportunities through Delaware Statutory Trust structures designed for eligible investors, including those exploring qualifying 1031 exchange strategies.
The Structure
Understanding Delaware Statutory Trusts
A Delaware Statutory Trust (DST) is a legal ownership structure that can allow multiple investors to hold beneficial interests in a trust that owns real estate.
DSTs are commonly used in connection with qualifying Section 1031 exchanges, allowing eligible investors to potentially defer capital gains taxes when exchanging qualifying investment real estate.
Rather than managing an entire property, investors acquire beneficial interests in a professionally managed real estate investment.
Tax treatment depends on individual circumstances. Consult your independent tax and legal advisors.
How a DST Works
↓ Beneficial interests ↓
↓ Holds title ↓
Why Investors Consider DSTs
An alternative approach to real estate ownership
1031 Exchange Considerations
Eligible investors selling qualifying investment real estate may explore DST interests as potential replacement property in a qualifying Section 1031 exchange.
Passive Real Estate Ownership
DST investors generally do not participate in day-to-day property management. Operations are handled by the sponsor and its designated management professionals.
Multifamily Exposure
Obtain beneficial ownership interests in multifamily properties without purchasing and managing an entire apartment community individually.
Portfolio Transition
For owners transitioning away from direct ownership, DSTs may provide another way to maintain qualifying real estate exposure.
Our Approach
Focused on multifamily real estate
We emphasize properties supported by durable residential demand, thoughtful underwriting, and disciplined asset management.
Property Selection
Multifamily properties in markets supported by employment, population trends, housing demand, and long-term fundamentals.
Investment Underwriting
Property-level cash flow, occupancy, rental performance, operating expenses, debt structure, capital requirements, and downside scenarios.
Asset Management
Disciplined property oversight, operating performance, expense management, and the preservation of real estate value.
Who May Benefit
Is a DST worth exploring?
DST investments may be worth evaluating for certain owners and investors depending on financial objectives, tax circumstances, and investment preferences.
Discuss Your Objectives- 01Property owners considering the sale of investment real estate.
- 02Investors evaluating a qualifying 1031 exchange.
- 03Individuals seeking a more passive approach to real estate ownership.
- 04Wealth managers and financial professionals evaluating alternatives for eligible clients.
Investor Process
From property sale to real estate investment
- Step 1
Evaluate Your Objectives
Understand your real estate holdings, investment goals, and potential exchange requirements.
- Step 2
Explore Opportunities
Review multifamily DST opportunities and their offering documents, structures, risks, and terms.
- Step 3
Coordinate With Advisors
Work with your qualified intermediary, tax advisor, legal counsel, and financial professionals.
- Step 4
Complete Documentation
Eligible investors complete subscription documents and investment verification requirements.
- Step 5
Ongoing Management
After closing, the property is operated in accordance with the trust documents and offering materials.
FAQ
Frequently asked questions
A DST is a legal trust structure that allows investors to own beneficial interests in real estate held by the trust. DST interests may qualify as replacement property in certain Section 1031 exchanges when applicable requirements are met.
Investor Inquiry
Let's discuss your real estate investment objectives.
Whether you are evaluating a 1031 exchange, transitioning from direct ownership, or exploring multifamily investments, our team welcomes the opportunity to learn more.