DST 1031

Delaware Statutory Trust (DST) Investments

A passive 1031 replacement property structure commonly used by investors stepping out of active property management.

What is a DST?

A Delaware Statutory Trust (DST) is a legal entity formed under Delaware law that holds title to real estate on behalf of multiple investors. Investors purchase beneficial interests in the trust and, under IRS Revenue Ruling 2004-86, those interests are treated as direct ownership of real estate for 1031 exchange purposes.

Why investors consider DSTs

  • Fully passive — a trustee or sponsor manages the property.
  • Access to institutional-quality assets at lower minimums than direct ownership.
  • Diversification across property types, geographies, or sponsors.
  • Defined investment amounts that can help "absorb" exact equity needs in a 1031.
  • Debt may be pre-arranged at the trust level, helping replace mortgage debt.

Important considerations

  • DSTs are illiquid — there is no public market for interests.
  • Investors have no operational control; the trustee makes decisions.
  • Distributions are not guaranteed and depend on property performance.
  • DST offerings are typically private placements limited to accredited investors.
  • Fees, loads, and sponsor compensation affect net returns.

Curious if a DST fits your situation?

Complete the qualification tool to share your exchange timeline, investor profile, and accreditation status.

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Important disclaimer: The information on this page is for educational purposes only and does not constitute tax, legal, or investment advice. 1031 exchanges and DST investments involve significant risks, including illiquidity and potential loss of principal. DSTs are typically offered only to accredited investors through registered representatives. Always consult qualified tax, legal, and financial professionals before making any investment decision.