active involvement into a passive activity.
They are at a point in life where they are looking for what we call “mailbox money.” They simply want to go to the mailbox once a month and receive a check.
What a typical diversified investment portfolio looks like
So, what is a Delaware Statutory Trust or DST? If you search for DSTs you will come across a number of explanations. The following are the salient points and how we view them. • DST Investments are offered as replacement property for accredited investors seeking to defer their capital gains taxes through the use of a 1031 tax deferred exchange and as straight cash investments for those wishing to diversify their real estate holdings. • Guess what, we have yet to recommend a DST investment to anyone other than someone that is utilizing a 1031 exchange. Why? Because DST investments are designed as conservative real estate investments. When someone purchases a DST, they are more interested on the return of their money than the return on their money. If they 40
Powered by FlippingBook