Dan L. Werry, JD, MBA - Investment Strategist

Invest Strategically With

Delaware Statutory Trust (DST)

A Delaware Statutory Trust (DST) is a powerful vehicle for real estate investors looking to build wealth while deferring capital gains taxes through a 1031 Exchange. By allowing multiple investors to co-own institutional grade properties, DSTs provide access to high-quality, diversified real estate assets that are typically out of reach for individual investors. At Legacy Private Wealth, we specialize in guiding clients through the DST investment process with clarity, confidence, and a commitment to long-term success.

Own with Legal Ease

Delaware Statutory Trusts (DSTs) provide a streamlined vehicle for real estate investment by consolidating property ownership within a single legal entity. This structure improves financing efficiency, reduces administrative burden, and removes the need for individual investor underwriting.

Navigate IRS Rules

Delaware Statutory Trusts (DSTs) comply with IRS Revenue Ruling 2004-86, making them eligible for 1031 Exchanges. DSTs feature fixed investment terms, prohibit future capital contributions, use non-recourse debt, and adhere to strict operational guidelines. This structure allows investors to defer taxes and efficiently transition to future 1031 exchanges.

Invest in Bigger Opportunities

A DST offers access to a diverse portfolio of high-quality real estate assets, including single-family and multi-family properties, self-storage, oil and gas, senior housing, retail, industrial, manufactured housing, and hospitality. These properties are managed by experienced professionals.

Current DST Offerings

Passco Prism DST

State: N/A
Equity Offered: $59,000,000
Property Type: Multifamily
LTV: 45.31%
View All Properties

Florida Growth 2 - Jubilee 1 DST

State: N/A
Equity Offered: $9,530,246
Property Type: Other
LTV: 0%
View All Properties

Madison Waterstar Orlando DST

State: N/A
Equity Offered: $106,751,437
Property Type: Multifamily
LTV: 0%
View All Properties

PG Phoenix West DST

State: N/A
Equity Offered: $35,469,380
Property Type: Hospitality
LTV: 0%
View All Properties

NexPoint Lodging I DST

State: N/A
Equity Offered: $27,934,800
Property Type: Hospitality
LTV: 0%
View All Properties

BR Churchill Downs DST

State: N/A
Equity Offered: $37,778,539
Property Type: Multifamily
LTV: 44.86%
View All Properties
View Additional Investment Properties

Start Exploring The Opportunities That DST Can Offer For Your Financial Future

Ready to learn more about how Delaware Statutory Trust investments can help you achieve your financial goals? Schedule a consultation with our experienced team today.

Get Started Today