top of page
_edited.png)
BROWSE OUR E-BOOKS
Explore Our Library
What you need to know about real estate investment strategies — from 1031 exchanges to DSTs — in one place.
.png)
OTHER RESOURCES
Your Guide to 1031 Exchanges, DST and Real Estate Investing
1031 Exchange | DST
Real Estate Investing
Articles
News
Understanding Trust-Based Real Estate Investment Structures: Ownership, Benefits, and Tax Advantages
When investors pursue tax-deferred exchanges under Section 1031 of the Internal Revenue Code, they may consider allocating proceeds from their sold properties into specialized statutory trusts established in Delaware. These investment vehicles offer a distinctive approach to commercial real estate ownership that merits closer examination.
Investing in Credit Tenants Helps You Diversify and Mitigate Risk
Investing in credit tenants can be a smart way to diversify your portfolio and mitigate risk while earning stable returns.
How To Earn Passive Income While Owning A Piece Of A Global Brand
Credit tenants are companies or organizations with strong financial stability and high credit ratings
Location, Location, Location - How Strategic Locations For Investment Opportunities Help Maximize Your Return
Location plays a major role in potentially maximizing your return, which is why Keystone selects some of the most attractive markets in the
Why Passively Investing in a Property with Credit Tenants is a Strong Move
When it comes to commercial real estate investments, choosing the right tenant can make all the difference in the success of your investment
A Wild Ride: Interest Rate Impact on Real Estate and 1031 Exchanges
Explore Mike Packman's insights on real estate investing amid rising interest rates and 1031 exchange strategies in 2022.
What is the 2026 outlook for DSTs?
The outlook for Delaware Statutory Trusts (DSTs) in 2026 appears promising, driven by several key trends and market dynamics.
The Role of a Qualified Intermediary in a 1031 Exchange
Learn how a Qualified Intermediary ensures a smooth 1031 exchange, managing funds and compliance to defer capital gains taxes successfully.
The Waiting Game
Current Market Challenges for Real Estate Investors As real estate investors watch and wait for the Federal Reserve to ease interest rates, the market is witnessing a notable slowdown. Recent data highlights that most commercial real estate transactions are driven by distress sales due to loan maturities, tenant non-renewals, and liquidity needs. According to Altus Group, transaction volume in Q1 2024 fell over 20% compared to Q1 2023, marking the slowest pace since 2013. Rea
2023 is Behind Us
The year 2023 brought significant uncertainty for commercial real estate investors, marked by rising interest rates, recession concerns, and proposed changes to 1031 exchanges. Transaction volume saw a sharp decline, with a 45% drop from 2022. Despite steep price reductions in office spaces, overall price declines across various sectors were moderate, with self-storage and certain industrial properties maintaining value. Read the full article by Michael Packman in the New Yor
A Pause in Interest Rate Hikes Impact 1031 Exchanges
Explore the impact of interest rate changes on real estate, including Net Lease strategies and 1031 exchange options for stability.
What Biden’s Proposed Change to 1031 Exchanges may mean for Commercial Real Estate
Discover how Biden's proposed changes to 1031 Exchanges could impact real estate investments, the economy, and small property owners.
The Value of Single Tenant Net Lease in an Inflationary Environment
Learn how single-tenant net lease assets provide stability and growth potential for investors in today's inflationary, high-interest market.
Real Estate Sponsor Growth Fostered by Technology and Innovation
Discover how technology is helping real estate sponsors streamline operations, reduce errors, and scale for growth.
A Wild Ride: Interest Rate Impact on Real Estate and 1031 Exchanges
Explore Mike Packman's insights on real estate investing amid rising interest rates and 1031 exchange strategies in 2022.
Concerning 1031 Exchanges: What Should Owners Expect in 2022?
As 2022 begins, 1031 exchanges remain intact, and the commercial real estate market continues to thrive. Mike Packman discusses what property owners can expect, following the exclusion of the 1031 exchange limitation from President Biden’s “Build Back Better” agenda. Stay informed on the latest trends and tax policies affecting real estate investment strategies. Read the full article by Mike Packman in the New York Real Estate Journal. 1031 Exchanges and the Economic Outlook
2021 Ones to Watch: Mike Packman, Keystone National Properties
Meet Mike Packman, CEO of KNPRE, driving impact-focused real estate investments and launching the firm’s first 1031 DST offering.
Will You Owe Capital Gains Tax? Consider These Strategies
Discover tax-saving strategies like 1031 exchanges, DSTs, and Opportunity Zones to reduce or defer capital gains taxes on property sales.
A Delaware Statutory Trust is an Option to Invest in Alternative Structures while still Deferring Gains
Discover how a Delaware Statutory Trust (DST) can help real estate investors defer taxes while enjoying hands-off property management.
What Does A Qualified Intermediary Do During A 1031 Exchange? What To Look For When Hiring One?
Learn the key roles of a qualified intermediary in a 1031 exchange and tips for hiring the right professional to maximize tax benefits.
Understanding Delaware Statutory Trusts (DSTs): Key Roles and Investment Considerations
A Delaware Statutory Trust (DST) is a unique, passive investment vehicle that provides investors with fractional ownership in real estate. Through this structure, investors gain exposure to commercial properties, enjoy potential diversification, and, in some cases, may benefit from cash flow.
Master Lease Agreements in Delaware Statutory Trusts (DSTs): A Strategic Approach for Property Management
Delaware Statutory Trusts (DSTs) have become increasingly popular investment vehicles for those seeking passive real estate ownership.
Delaware Statutory Trust Structure: Understanding Ownership and Control
In recent years, Delaware Statutory Trusts (DSTs) have emerged as an increasingly attractive option for real estate investors seeking tax advantages and passive income opportunities. According to a recent industry report by Investment Property Exchange Services, DST investments have grown by over 30% annually as more investors discover their unique benefits.
Strengthening Asset Protection with Delaware Statutory Trusts (DSTs)
For passive real estate investors, the dual objectives of wealth preservation and investment growth remain central to a successful financial strategy. The ability to safeguard assets while maintaining access to high-quality real estate opportunities is a challenge that many seek to overcome.
Navigating Tax Season as a DST Investor: A Comprehensive Guide
Tax season often brings numerous challenges for investors, particularly those venturing into specialized investment vehicles for the first time. Delaware Statutory Trust (DST) investments add unique considerations to your tax preparation process. This guide aims to clarify what DST investors should anticipate during tax season and how to effectively prepare.
Tax-Deferred Real Estate Investing: Understanding Section 1031 Property Exchanges
Real estate investment offers numerous wealth-building opportunities, and one powerful strategy that might benefit property investors is the Section 1031 exchange. This tax provision could potentially allow investors to defer capital gains taxes when transitioning from one investment property to another. Let's explore how this strategy works and what investment property owners should consider before pursuing this option.
Critical Pitfalls to Avoid in Your 1031 Exchange
For investors utilizing investment or business property, a properly executed 1031 exchange presents a powerful opportunity to defer capital gains taxes and depreciation recapture. However, this tax strategy requires meticulous adherence to IRS guidelines. Even minor missteps may invalidate your exchange, potentially resulting in significant, unexpected tax liabilities.
Exploring International Property Investments: Understanding 1031 Exchange Limitations
For investors seeking to optimize their real estate portfolios, understanding the geographical constraints of 1031 exchanges might save significant tax liability. While these exchanges offer attractive tax deferral opportunities, specific rules govern their application to properties located outside the United States. This comprehensive guide explores the possibilities and limitations investors face when considering international property transactions within the 1031 exchange
Navigating 1031 Exchanges: Essential Strategies for Real Estate Investors
Real estate investment offers numerous paths to building wealth, and one of the most powerful yet often misunderstood tools in an investor's arsenal is the 1031 exchange. Named after Section 1031 of the Internal Revenue Code, this provision potentially allows investors to defer capital gains taxes when selling investment properties and reinvesting the proceeds.
Navigating the Various 1031 Exchange Strategies: A Comprehensive Guide
When considering the sale of investment real estate, savvy investors often explore strategies that may help them preserve capital and potentially build wealth more efficiently. The 1031 exchange represents one such strategy that could allow investors to defer certain tax liabilities while repositioning their real estate portfolio.
Essential Due Diligence Strategies for Delaware Statutory Trust Investments
Delaware Statutory Trusts (DSTs) have emerged as attractive vehicles for investors seeking passive real estate opportunities, particularly those utilizing 1031 exchanges. However, the complexity of these investment structures necessitates comprehensive evaluation before commitment. This guide explores critical evaluation strategies that may help investors make informed decisions when considering DST opportunities.
REITs vs. DSTs: Key Differences and Considerations for Investors
When it comes to real estate investing, two of the most common structures to consider are Real Estate Investment Trusts (REITs) and Delaware Statutory Trusts (DSTs). Each offers unique benefits, but there are important distinctions between the two that potential investors should understand before deciding which is best for their needs.
Understanding Delaware Statutory Trusts: Key Considerations Before Investing
When exploring investment opportunities in Delaware Statutory Trusts (DSTs), investors have access to a wealth of information regarding their structure, operations, benefits, and potential risks. However, what often goes underappreciated are the laws and regulations that govern these entities. Before committing to any DST, it’s critical to conduct thorough due diligence, ensuring that both the trust and its trustees or sponsors are in full compliance with Delaware’s legal req
Debunking 5 Common Misconceptions About Delaware Statutory Trust Investments
Delaware Statutory Trust (DST) investments have grown in popularity among real estate investors seeking passive income opportunities and tax advantages. However, several misconceptions persist about these investment vehicles that may prevent investors from making fully informed decisions. Let's examine five common myths about DST investments and provide clarity on what investors should actually consider.
Direct Investment Opportunities in Delaware Statutory Trusts: Beyond 1031 Exchanges
Delaware Statutory Trusts (DSTs) have established themselves as valuable vehicles for investors completing 1031 exchanges who seek to defer capital gains tax obligations from investment property sales. However, a lesser-discussed strategy involves making direct cash investments in these same investment structures without utilizing the 1031 exchange process.
Delaware Statutory Trusts: A Financing Alternative for 1031 Exchange Investors
Picture this scenario: you own an investment property—perhaps a rental home, small apartment complex, or commercial building—and you're eager to sell. Your goal is to execute a 1031 Exchange to defer capital gains taxes by reinvesting in another property. However, after consulting with your financial team, you discover something potentially concerning: you might not qualify for financing on your replacement property.
How DST Investments Can Enhance Your Real Estate Portfolio Diversification Strategy
Diversification remains a cornerstone principle of prudent investment strategy. By distributing capital across different investment vehicles, investors may potentially reduce exposure to market volatility while working toward steady returns. For many sophisticated investors, real estate represents an essential asset class within a diversified portfolio.
Understanding the Master Tenant Structure in Delaware Statutory Trust Investments
Delaware Statutory Trusts (DSTs) represent a specialized investment framework established under Delaware state law that enables multiple investors to hold fractional ownership interests in commercial real estate assets. Each beneficiary receives proportional distribution from the property's income stream and potential appreciation, creating a passive investment structure that may provide regular cash flow without direct management responsibilities.
Understanding Delaware Statutory Trusts: A Comprehensive Analysis of Benefits and Limitations
Real estate investments require careful consideration of various factors, including tax implications, management responsibilities, and potential returns. Among the available investment vehicles, Delaware Statutory Trusts (DSTs) have emerged as a noteworthy option for investors seeking to leverage 1031 exchanges.
The Strategic Investor's Guide to Delaware Statutory Trust Selection
Navigating the world of tax-deferred real estate investments requires careful consideration and thorough analysis. For property investors exploring alternatives to direct ownership while seeking to defer capital gains taxes, Delaware Statutory Trusts (DSTs) may present a compelling option worth exploring, depending on individual financial circumstances and objectives.
Critical Pitfalls That May Invalidate Your 1031 Exchange
For savvy real estate investors, a 1031 exchange represents a powerful strategy that potentially allows for tax deferral when transitioning between investment properties. This IRS-sanctioned approach might enable investors to postpone capital gains taxes, potentially facilitating portfolio growth and wealth preservation. However, the process demands meticulous attention to regulatory requirements, as even minor missteps could potentially invalidate the entire exchange.
The Power of Delaware Statutory Trusts (DSTs) in Real Estate Investment
As investors look for efficient ways to diversify and grow their portfolios, Delaware Statutory Trusts (DSTs) offer an intriguing option for those seeking real estate exposure. These structures, enabled by Section 1031 of the Internal Revenue Code, allow for deferring capital gains taxes on property sales without the stress of quickly identifying a replacement property within the standard 45-day window.
Delaware Statutory Trusts (DSTs): A Key Player in Real Estate Investment
A Delaware Statutory Trust (DST) is a legal entity formed under Delaware law to hold income-producing properties, such as multi-family apartments, retail centers, office buildings, and industrial properties. These trusts enable investors to own fractional shares in these assets, allowing access to institutional-grade real estate with a relatively low capital requirement.
Understanding Delaware Statutory Trusts (DSTs) and 1031 Exchanges
A Delaware Statutory Trust (DST) is a legal entity formed under Delaware state law, which allows multiple investors to collectively own shares in a single property. Despite the name, neither the property nor the investors need to be located in Delaware for the DST to be valid. Investors, referred to as “beneficiaries,” hold ownership interests in the trust, which in turn owns the underlying real estate.
Exploring Delaware Statutory Trusts (DSTs): A Strategic Path for Passive Real Estate Investment
Delaware Statutory Trusts (DSTs) are a popular investment structure that allows multiple investors to collectively own fractional shares in commercial real estate properties. Through this model, investors can access high-value assets that might otherwise be beyond their individual financial capacity. However, there’s much more to DSTs than just ownership; they offer a structured path to passive income, tax benefits, and potential diversification.
What is the 2026 outlook for DSTs?
The outlook for Delaware Statutory Trusts (DSTs) in 2026 appears promising, driven by several key trends and market dynamics.
How To Mitigate Your Tax Burden With DSTs
DSTs can be a powerful tool to help mitigate your tax burden, especially for real estate investors seeking to defer capital gains taxes.
How DST Helps To Diversify Your Investment Portfolio
DSTs offer a way to balance your portfolio by diversifying beyond traditional stocks and bonds.
How to Leverage DSTs for your 1031 Exchange
DSTs are particularly useful for completing a 1031 exchange due to their flexibility, accessibility, and ability to simplify the process.
What Are The Key Benefits Of Investing In DSTs?
Investing in DSTs offers a range of benefits, especially for investors seeking passive real estate investment opportunities.
The Role of a Qualified Intermediary in a 1031 Exchange
Learn how a Qualified Intermediary ensures a smooth 1031 exchange, managing funds and compliance to defer capital gains taxes successfully.
Navigating 1031 Exchanges in a Rising Interest Rate Environment
Learn how rising interest rates impact 1031 exchanges and explore strategies like DSTs to defer taxes and navigate market challenges.
Deferring Capital Gains from the Sale of Appreciated Investment Properties
Learn how to defer capital gains with 1031 exchanges and DSTs, and explore their benefits for real estate investors.
A Wild Ride: Interest Rate Impact on Real Estate and 1031 Exchanges
Explore Mike Packman's insights on real estate investing amid rising interest rates and 1031 exchange strategies in 2022.
A Delaware Statutory Trust is an Option to Invest in Alternative Structures while still Deferring Gains
Discover how a Delaware Statutory Trust (DST) can help real estate investors defer taxes while enjoying hands-off property management.
KNPRE Acquires FedEx Ground Distribution Center in Lansing, Michigan
KNPRE acquires a $24M FedEx Ground facility for DST offering, offering a tax-advantaged investment with long-term lease stability.
KNPRE Acquires Walgreens Pharmacy Operations Support Center in Orlando
Keystone National Properties (KNPRE), a prominent sponsor of non-traded alternative investments, has acquired a Walgreens Call Center in Orlando, Florida, for $32.5 million. For the full article, follow the link below. 12/29/2022
Keystone 1031 Fully Subscribes Latest Net-Leased DST Offering
Keystone 1031 has fully subscribed to its latest Delaware Statutory Trust (DST) offering, Keystone 1031 Net Leased Portfolio II, raising $17.7 million from accredited investors. This offering, launched in January 2022, focuses on single-tenant, net-leased properties in prime markets. For the full article, follow the link below. 08/07/2022
Keystone 1031 Fully Subscribes Net-Leased DST Offering
Keystone 1031 fully subscribes to the $15.4 net-leased retail DST offering, acquiring a $28M portfolio of six properties across four states.
Keystone 1031 Acquires Eight Net Leased Retail Properties
Keystone 1031 acquires $35M in net leased retail properties, offering capital preservation and steady cash flow for investors.
2021 Ones to Watch: Mike Packman, Keystone National Properties
Meet Mike Packman, CEO of KNPRE, driving impact-focused real estate investments and launching the firm’s first 1031 DST offering.
Keystone National Properties Joins ADISA
Keystone National Properties joins ADISA, strengthening its commitment to advocacy and education in the alternative investment sector.
Schedule a Consultation
Have a question about our process, our properties, or how a 1031 exchange or DST could fit your portfolio? Our team is here to help.
Schedule a Consultation
Have a question about our process, our properties, or how a 1031 exchange or DST could fit your portfolio? Our team is here to help.
bottom of page