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Delaware Statutory Trust Investment (DST): Real Estate Strategies

DELAWARE STATUTORY TRUST INVESTMENT (DST): REAL ESTATE STRATEGIES

This course was previously titled: “I'M A LANDLORD, CAN I EVER TRULY RETIRE?”
Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar is an in-depth overview of everything that you need to know about Delaware Statutory Trusts (DSTs) and §1031 Exchanges. Brian Evans, CPA, and owner of Madrona Financial and Bauer Evans CPA will cover topics including what they are, how they work, and potential tax advantages for accredited owners of highly appreciated real estate.

Learning Objectives:


  • Learn what constitutes a DST

  • Learn who qualifies for a DST

  • Discover the benefits of DSTs

  • Understand how fees work for DSTs

  • Discover what types of properties are available

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Brian is the owner of Madrona Financial Services, Madrona Funds, LLC, and Bauer Evans Inc. P.S. He serves as Chief Investment Officer, lead planner, CPA, and senior portfolio manager. Brian also hosts a weekly radio show on KTTH 770 AM and KVI 570 AM, is a nationally published author, and has been a regular guest on CNBC and Fox television. Brian was honored to ring the bell on the NYSE.

About Our Sponsor

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Purposeful, compliant, and tailor-made marketing is hard to come by as an independent financial advisor. Lone Beacon recognized the need, assembled a team of successful sales and marketing pros, and asked them to dedicate their skills to one unified purpose: help the independent financial advisor attract and close prospects.

Their team comes from the world of sales, broadcasting, management, digital marketing, design, and financial services. Beyond that they all share a curiosity for the consumer behavior of the baby boomer. The advice that they give you comes from a 360-degree standpoint. They built their successes designing and activating business infrastructures, so they won’t leave any stone unturned in regard to the sales distribution channel.