Wealth Management...Tangible wealth pg 2,3.indd 1 4/28/17 7:57 AM Tangible Wealth Solutions · 7555...
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1216 Shinn Street Manhattan, New York 10016 Delaware Statutory Trust (”DST”) Wealth Management Delaware Statuatory Trust “DST” “A 1031 Exchange Replacement Property Alternative” A Delaware Statutory Trust “DST” is a potential solution to individuals looking to complete an IRS § 1031 exchange who may not have the time, energy, desire or real estate experience to find and or manage replacement property. A “DST” is a professionally managed real estate portfolio in the form of a business trust that qualifies as a “Like Kind Exchange” which allows someone selling investment real estate to complete an IRS § 1031 Exchange into an existing real estate portfolio. Investors in a DST own an undivided interest in the assets held by the trust. e trustee holds title to the assets for the benefit of the trust interest owners. Investors in DST’s must qualify as Accredited Investors. What is a “DST”? • An exchanger wants to sell property and no longer actively manage their real estate. An exchanger can exchange into a DST and receive distributions from the portfolio of real estate without the burden of actively managing the assets. • An exchanger is nearing the end of their 45-day identification period and has not identified a replacement property or properties in the amount needed. e Exchanger can identify 1 or several DST’s and exchange into them in a relatively short period of time aſter identification to complete the 1031 exchange within the time constraints. An exchanger also can exchange a portion of proceeds into another property and a portion of proceeds into a DST or DST’s. • When a client has sold a property, and would like to diversify geographically and or by property type. DST’s can hold assets that are geographically diverse. Buying different DST’s with different property types allows for additional diversification. Situations where “DST’s” can be an optimal solution: Tangible Wealth Solutions · 7555 E Hampden Ave Suite 103 Denver, CO 80231 720-996-1794 · [email protected] Wealth Management Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA/SIPC
Transcript of Wealth Management...Tangible wealth pg 2,3.indd 1 4/28/17 7:57 AM Tangible Wealth Solutions · 7555...
1216 Shinn Street Manhattan, New York 10016 212-779-6656 | 212-779-6656 | [email protected]
Delaware Statutory Trust (”DST”)
Wealth Management
Delaware Statuatory Trust “DST”“A 1031 Exchange Replacement Property Alternative”
A Delaware Statutory Trust “DST” is a potential solution to individuals looking to complete an IRS § 1031 exchangewho may not have the time, energy, desire or real estate experience to find and or manage replacement property.
A “DST” is a professionally managed real estate portfolio in the form of a business trust that qualifies as a “Like KindExchange” which allows someone selling investment real estate to complete an IRS § 1031 Exchange into an existingreal estate portfolio.
Investors in a DST own an undivided interest in the assets held by the trust. The trustee holds title to the assets forthe benefit of the trust interest owners. Investors in DST’s must qualify as Accredited Investors.
What is a “DST”?
• An exchanger wants to sell property and no longer actively manage their real estate. An exchanger can exchange into a DST and receive distributions from the portfolio of real estate without the burden of actively managing the assets.
• An exchanger is nearing the end of their 45-day identification period and has not identified a replacement property or properties in the amount needed. The Exchanger can identify 1 or several DST’s and exchange into them in a relatively short period of time after identification to complete the 1031 exchange within the time constraints. An exchanger also can exchange a portion of proceeds into another property and a portion of proceeds into a DST or DST’s.
• When a client has sold a property, and would like to diversify geographically and or by property type. DST’s can hold assets that are geographically diverse. Buying different DST’s with different property types allows for additional diversification.
Situations where “DST’s” can be an optimal solution:
By teaming up with our preferred partner Re/Max Southeast Inc., we ensure that your investment plan is coordinated with expert
real estate brokers, ensuring that the property type fits within your tailored wealth management plan and financial objectives.
While typical real estate agents look at factors such as your price range, schools and cost of yard upkeep, our brokers look at
properties from a more curated perspective, and seek to understand the current and projected value as investment asset.
We also offer consulting services, project analysis and financial modeling
Real Estate Brokerage
Questions Realtors Ask
• What are the commonalities among your favorite neighborhoods?• Would you anticipate this home being a rental in the future or would you plan to sell and roll your equity into your next home?• How long do you expect to live in this home?• How are the schools changing and how do the schools affect you and or your potential renters? • What is the value added to the home with choice improvements you might make?• How will the improvements affect what the house could rent for when you move out?• What is the current zoning, are there additional zoning uses allowed?• What are possible changes happening in the area that may modify the zoning or uses?• What are the planned developments or redevelopments in the area that will increase or decrease the amenities near the home over time? • How profitable could the property be as a rental considering net cash flow and equity in the home?
• What neighborhoods do you like?• What is your price range or budget?• How are the schools in the neighborhood?• What are the costs to improve this home to what you want it to be?
• How big is the yard?• How much will it take to upkeep the home?• How close is the property to restaurants, grocery store and other amenities?
• How much mortgage can you afford?
Our RealtorsTypical Realtors
Tangible Wealth Solutions and Re/Max Southeast Inc. will represent your long-term goals in real estate investing and ensure a better fit.
My wife and I really enjoyed working with Ryan. He was extremely knowledgeable, did a lot of research for us on our behalf, took the time to walk us through all the nuances, and made the process very easy and enjoyable. We’d absolutely work with him again.”“ – George Strompolos
Tangible wealth pg 2,3.indd 1 4/28/17 7:57 AM
Tangible Wealth Solutions · 7555 E Hampden Ave Suite 103 Denver, CO 80231720-996-1794 · [email protected]
1216 Shinn Street Manhattan, New York 10016 212-779-6656 | 212-779-6656 | [email protected]
Delaware Statutory Trust (”DST”)
Wealth Management
Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA/SIPC
1216 Shinn Street Manhattan, New York 10016 212-779-6656 | 212-779-6656 | [email protected]
Delaware Statutory Trust (”DST”)
Wealth Management
• A portfolio of geographically diverse NNN single tenant retail buildings with 10 to 20-year lease with a credit tenant. Tenants may include Walgreens, Advanced Auto Parts, Family Dollar
• A large Class A apartment community in a strategic city
• A portfolio of regionally diversified self-storage facilities
• A portfolio of medical office buildings
• A portfolio of large industrial warehouses
By teaming up with our preferred partner Re/Max Southeast Inc., we ensure that your investment plan is coordinated with expert
real estate brokers, ensuring that the property type fits within your tailored wealth management plan and financial objectives.
While typical real estate agents look at factors such as your price range, schools and cost of yard upkeep, our brokers look at
properties from a more curated perspective, and seek to understand the current and projected value as investment asset.
We also offer consulting services, project analysis and financial modeling
Real Estate Brokerage
Questions Realtors Ask
• What are the commonalities among your favorite neighborhoods?• Would you anticipate this home being a rental in the future or would you plan to sell and roll your equity into your next home?• How long do you expect to live in this home?• How are the schools changing and how do the schools affect you and or your potential renters? • What is the value added to the home with choice improvements you might make?• How will the improvements affect what the house could rent for when you move out?• What is the current zoning, are there additional zoning uses allowed?• What are possible changes happening in the area that may modify the zoning or uses?• What are the planned developments or redevelopments in the area that will increase or decrease the amenities near the home over time? • How profitable could the property be as a rental considering net cash flow and equity in the home?
• What neighborhoods do you like?• What is your price range or budget?• How are the schools in the neighborhood?• What are the costs to improve this home to what you want it to be?
• How big is the yard?• How much will it take to upkeep the home?• How close is the property to restaurants, grocery store and other amenities?
• How much mortgage can you afford?
Our RealtorsTypical Realtors
Tangible Wealth Solutions and Re/Max Southeast Inc. will represent your long-term goals in real estate investing and ensure a better fit.
My wife and I really enjoyed working with Ryan. He was extremely knowledgeable, did a lot of research for us on our behalf, took the time to walk us through all the nuances, and made the process very easy and enjoyable. We’d absolutely work with him again.”“ – George Strompolos
Tangible wealth pg 2,3.indd 1 4/28/17 7:57 AM
Tangible Wealth Solutions · 7555 E Hampden Ave Suite 103 Denver, CO 80231720-996-1794 · [email protected]
1216 Shinn Street Manhattan, New York 10016 212-779-6656 | 212-779-6656 | [email protected]
Delaware Statutory Trust (”DST”)
Wealth Management
DST Advantages• Access to institutional quality real estate• Institutional management• Passive ownership• Institutional financing• Tax reporting (Grantor letter)• Lower minimum investment• Non-recourse financing to investor
DST Disadvantages• Loss of control• Long-term holding periods• Higher fees• No control or involvement in property management• No public market exists for the DST interest, and it’s highly unlikely that such market will develop
DISCLAIMER:Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA/SIPC. Tangible Wealth Solutions and Colorado Financial Service Corporation are separate entities. OSJ Address: 304 Inverness Way S, Ste. 355, Centennial, Colorado. All information provided is for educational purposes only. This material does not constitute an offer to sell and is not an offer to buy DST properties or securities. Such offers are made only by a Private Placement Memorandum (PPM). There are material risks associated with the ownership of DST properties, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that lower than expected cash flows can happen, returns, and appreciation are not guaranteed. We recommend that you consult with your lawyer or tax accountant before investing.
Examples of DST’s
