Delaware Statutory Trusts | Trust Point | La Crosse, Eau Claire, Minneapolis
General Inquiry 800-658-9474 401(k) Employee Inquiry 800-716-3742
General Inquiry 800-658-9474 401(k) Employee Inquiry 800-716-3742
Delaware Statutory Trusts (DSTs)

Simplify Your Real Estate Wealth Transfer

Owning investment property can be rewarding, but it also brings maintenance, tenant challenges, and significant tax considerations when selling. For accredited investors, a Delaware Statutory Trust (DST) offers an alternative—allowing you to defer taxes, simplify management, and align your real estate holdings with your long-term goals.

What is a Delaware Statutory Trust (DST)?

A Delaware Statutory Trust (DST) is a real estate investment structure where multiple investors share ownership in professionally managed, institutional-quality properties. Despite the name, neither the properties nor the investors must be in Delaware. DSTs offer access to diversified property types, potential passive income, eligibility for 1031 Exchange benefits, and help eliminate tenant troubles.

Poised For Exit Dst Episode With Nolan And Yan

How do DSTs Work?

A Delaware Statutory Trust (DST) allows accredited investors to pool funds into a trust that owns real estate, with each holding a proportionate share. DSTs qualify for 1031 Exchanges, provide liability protection, and are managed by a sponsor who oversees property selection and operations—offering a streamlined path to institutional-quality real estate and potential income.

Learn more from our podcast feature: Podcast: How to Pass Down Real Estate Wealth Without the Tax Burden

Why to Consider DSTs

  • Professionally Managed
  • Access to High-Quality Real Estate
  • Closing with Confidence
  • Diversification
  • Relief from Underperforming Real Estate
  • Create a Tax-Deferred Real Estate Strategy
Dst Stock Imagery 1200x800 (1)
Dst Stock Imagery 1200x800 (2)

Tax Benefits of DSTs

If you are considering selling your investment property, you have one of two options:

  • Sell your property, pay taxes on the capital gains, and have the proceeds available as cash to invest as you wish.
  • Sell your property, perform a 1031 Exchange, and reinvest your funds into another like-kind property of equal or greater value.

While having immediate access to cash might sound appealing to investors who are uncertain about the future of the market, there are costs to doing so. We can help you learn more about the cost differences between the two options.

Upcoming DST Educational Events

Join us for an exclusive educational session on tax-efficient real estate exit strategies, designed specifically for our partner network. This session will highlight how DSTs (Delaware Statutory Trusts) and other structures can help your clients exit their actively managed real estate on their terms by deferring capital gains, eliminating landlord burdens, and simplifying their estate plans.

Event will be hosted in 2 locations:

  • Minneapolis, MN | October 28, 2026 | 7:30 am – 8:30 am | Golden Valley Country Club | RSVP
  • La Crosse, WI | October 28, 2026 | 3:30 pm – 5:30 pm | The La Crosse Club | RSVP
House
Dst Stock Imagery 1200x800 (3)

DST Education Hub

Looking for additional educational resources on DSTs? View our additional resources below.

News & Insights

Weekly Market Update Cover Photo

Weekly Market Update

Each week we will offer a very brief market update to help keep you informed on the latest. Want the latest delivered...
Read More
Woman calculating taxes

2026 Federal Tax Provisions and Monitoring Your Taxable Income

Understanding federal tax provisions is essential for making informed financial decisions. Changes in tax law can directly impact your taxable income, investment...
Read More
Pros And Cons Of Retiring At Different Ages

When to Retire: Pros & Cons of Retiring at Different Ages

Are you wondering when to retire? Compare the pros and cons of retiring at different ages in this guide. Retirement is often...
Read More

Focused on the Future

We have over a century of experience guiding our clients to build and live their legacy. Our past can build your future. Our industry-leading experts will always give you research-based, impartial advice to achieve your goals.

Nolan Trust Point Triangle Image
I’m Interested in Your Services Question about my 401(k)