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Modern Real Estate Investing

Modern Real Estate Investing: The Delaware Statutory Trust 

by Mbt John Harvey Cpa, Trawnegan Gall, and David Kangas

A comprehensive guide to utilizing DST in modern real estate investing, written by experts, especially for you.

The authors of this book have over a decades experience in the real estate private placement industry, and they have also asked several trusted colleagues from real estate sponsors and attorneys to qualified intermediaries to contribute in various ways. In doing this they hope to achieve their goal of not only introducing the DST concept for real estate investing to all, but also to provide for the reader a balanced view from the whole industry.

So what is DST?

DST (Delaware Statutory Trust) is a trust formed under Delaware statutory law which allows a person to own a fraction of a piece of real estate as an investment. This is made possible through a securities private placement offering, and it gives the individual the opportunity to join with other accredited investors in owning a real estate that they would not individually have been able to afford.

This book provides an extensive guide for everyone, from the beginner to the more experienced investor, and the information is divided into four section. The first gives a comprehensive introduction to alternative real estate investing using DST, with the aim of encouraging private investors to consider private placement investing.

Then in the second section, DST is looked at in more detail for those who are unfamiliar with the concept, and this section also provides the reader with insider information on how to choose trusted business partners, whether they be qualified intermediaries, sponsors or brokerages. The authors hope that this information will give private real estate investors the confidence to utilize the effectiveness of § 1031 exchange tax deferral and expand their personal portfolio of institutional grade real estate.

For the experienced investor DST is analysed and greater insight is given as the book progresses. This should aid the more seasoned investor in their selection of properties with a view to minimising risk and meeting their investment aims. Examples are given of real investment portfolios, and explanations of each provided to enable the reader to see the real potential of this type of investing.

At the end of the book in order to provide a balanced viewpoint, the authors have provided information on the alternatives to DST, and discuss their individual pros and cons. Because this is a high risk industry, throughout, the authors have tried to provide fair and balanced information and there is a separate chapter committed to potential risks.

This book is essential reading for anyone who is considering DST. The wealth of experience provided by the authors and contributors, provides invaluable information, presented in a way which is easy to read and understand. A very useful guide which enables the reader to make informed decisions on whether or not this type of real estate investing is for them.

About the Book:

Modern Real Estate Investing introduces the nation to a new concept in real estate investment known as the Delaware Statutory Trust (DST). The DST is a synthesis of one hundred years of real estate, securities, and tax laws that provide an investment entity that allows the modern real estate investor to build a diversified portfolio of institutional grade real estate under protective securities regulations and enjoy the tax advantages of gain nonrecognition using IRC section 1031 like-kind exchanges. The book not only introduces the DST but also guides the reader through the investment process by providing perspective in the choosing of brokers, sponsors, and properties as well as a more in-depth analysis of the DST offering (John Harvey, CPA, MBT, author). The book provides a clear explanation of DST’s and how they provide opportunities for smaller investors access to institutional properties otherwise not available to them, because of the large equity requirements and access to reasonable financing. The 1031 exchange is linked very nicely, explaining the DST opportunity for diversification in more than one investment that helps balance overall risk in the 1031 exchange. Trump tax plan is expertly explained and its impact on the DST structure. Book describes clear example of the tax savings of a 1031 exchange and the benefit of compounding on deferred taxes avoided at time sale. Good examples of dos and don’ts in the 1031 exchange (Kosmas G. Toskos, DST investor).

Modern Real Estate Investing is available from Amazon in Paperback

and Barnes and Noble in Paperback


This book was reviewed by Susan Keefe

Click here to discuss having your book reviewed by Susan.

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