I WANT TO STOP MANAGING PROPERTY
Own Real Estate.
Stop Being a Landlord.
A Delaware Statutory Trust lets you swap appreciated rental property for institutional-grade real estate — monthly income, professional management, no tenants, no repairs, no calls. And if you're doing a 1031 Exchange, it closes fast.
THE BASICS
What Is a DST?
A Delaware Statutory Trust is a legal ownership structure — created under federal tax law — that lets individual investors own a fractional interest in large, professionally managed commercial real estate. The kind of apartment complex, medical office building, or industrial warehouse that typically requires tens of millions of dollars to acquire outright.
Instead of buying one rental property yourself, you buy a share of an institutional-grade asset alongside other investors. A professional sponsor finds the deal, manages the property, handles tenants, and eventually sells. You collect your share of the income while it's held — and your share of the proceeds when it sells.
For investors who own appreciated real estate and want to stop being landlords, a DST is often the cleanest path forward.
WHO THIS IS FOR
A DST May Be Worth a Conversation If...
→ You own rental property that has significantly appreciated and you don't want a large tax bill when you sell
→ You're completing a 1031 Exchange and need a qualifying replacement property fast — within the 45-day window
→ You're tired of managing tenants, repairs, and maintenance calls
→ You want predictable monthly income in retirement without active work
→ You're planning your estate and want to simplify what your heirs will inherit
→ You want access to institutional-quality real estate — commercial, industrial, medical — without buying it outright
WHAT YOU NEED TO KNOW
How a DST Actually Works
When you invest in a DST, you receive a beneficial interest in the trust — which the IRS recognizes as direct real property ownership. That distinction matters for two reasons: you're listed on the deed as a fractional owner, and the investment qualifies as replacement property in a 1031 Exchange.
The trust is the legal owner of the property. The sponsor — a licensed real estate company — handles all acquisition, management, and financing decisions. As a beneficial owner, you have no management authority and no personal liability. But you do receive your proportionate share of the cash flow, typically distributed monthly.
When the property sells, you receive your share of the proceeds. At that point, you can cash out, pay taxes, or roll the proceeds into another DST through a new 1031 Exchange — and potentially defer taxes again.
Fractional Ownership
You're listed on the deed as a partial owner of institutional-grade real estate. No debt obligation, no management responsibility.
Monthly Income
You receive regular income distributions from the property's cash flow — without a single tenant call.
1031-Eligible
DST interests qualify as replacement property in a 1031 Exchange. Most close within the 45-day identification window.
WHAT YOU GET
Institutional- Quality Real Estate - Without Managing It
Most individual investors don't have the capital or resources to own a large apartment complex or medical office building outright. DSTs change that. They pool capital from multiple investors to acquire institutional-quality properties that generate strong, consistent income.
As a DST investor, you own a fractional interest in the property. You're listed on the deed. You receive monthly income. And when the property eventually sells, you receive your share of the proceeds — with the option to do another 1031 Exchange at that time.
DST investments are available to accredited investors — generally, individuals with annual income of $200,000 or more ($300,000 combined with a spouse), or a net worth of at least $1 million excluding your primary residence. If you're not sure whether you qualify, that's one of the first things we'll clarify together.
Our role as Certified Real Estate Planners is to help you evaluate whether a DST fits your real estate and wealth planning goals. We connect you with licensed DST specialists — broker-dealers who present current offerings and walk you through all the details, risks, and disclosures required by law.
YOUR DST SPECIALISTS
Andy & Jodi Fisher
Certified Real Estate Planners · Austin, TX
DSTs aren't something most real estate agents can walk you through. We've invested time in understanding how they work, when they make sense, and — just as importantly — when they don't.
We've worked with burned-out landlords who were done with tenants, investors completing 1031 Exchanges with a ticking clock, and retirees who wanted monthly income without the responsibility of owning a property outright.
Our role isn't to sell you on a DST. It's to help you understand whether it fits — your tax picture, your income goals, your family's plan — before you commit to anything. We work with licensed broker-dealers who handle the securities side. Our job is to make sure you see the full picture before any decision is made.
If a DST makes sense, you'll know it by the end of your first conversation with us.
FREQUENTLY ASKED QUESTIONS
Questions We Hear All the Time
LET'S TALK
Tell Us About Your Property
A 20-minute call is usually enough to tell you whether a DST — or another strategy — is the right move. No commitment required. Just a clear conversation.
No pressure. No sales pitch. Just a clear conversation.