Property type

DST Structures

Educational overview for 1031 exchange planning. Not investment advice.

Category: Ownership StructurepassiveAsset class: Variousdst

Overview

A Delaware Statutory Trust (DST) is a passive ownership structure recognized by the IRS as like-kind for 1031 exchange purposes (Rev. Rul. 2004-86).

General characteristics

DSTs are typically offered as Reg D 506(c) private placements available only to accredited investors through registered representatives.

Potential benefits

  • Passive ownership\n- Diversification across properties or sponsors\n- Pre-arranged debt; no personal guarantees

Potential risks

  • Illiquidity for the full hold period (often 5–10 years)\n- Limited investor control\n- Fees and sponsor risk

Management requirements

Sponsor and trustee handle all day-to-day management.

Liquidity considerations

Very low — investors generally cannot exit before sponsor-led disposition.

Tax considerations

Treated as like-kind for 1031 exchange purposes; consult your CPA.

Common investor profiles

Accredited investors who completed a 1031 exchange and want passive replacement property.

Educational information only. The content on this page is general education and is not tax, legal, accounting, or investment advice. Consult your own CPA, attorney, and licensed investment professionals before making any decision related to a 1031 exchange or Delaware Statutory Trust.