What types of assets can be sold using a DST?
DSTs can be used for virtually any appreciated asset, including Businesses or business interests, Investment real estate, Primary residences (beyond the standard exclusion), Stocks and other securities with significant appreciation, Artwork and collectibles, Cryptocurrency holdings.
How is the money in my DST protected?
Assets in your DST are held in separately managed accounts with institutional custodians. Our wealth management approach emphasizes capital preservation while seeking consistent returns. Additionally, the trust structure itself provides certain protections from creditors and legal claims.
How do I schedule a consultation?
You can schedule your confidential consultation by: Calling or texting (564) 239-9065, Emailing info@americantaxstrategy.com, Completing the contact form on our website. Our team will respond promptly to schedule your consultation with one of our tax strategy specialists.
How does a DST differ from a 1031 Exchange?
While both defer capital gains taxes, 1031 Exchanges have significant limitations: 1031s only work for like-kind real estate (not businesses or other assets), 1031s require identifying replacement properties within 45 days, 1031s require closing on the replacement property within 180 days, 1031s force you to remain in real estate. A DST offers greater flexibility: Works for businesses, real estate, and other appreciated assets, No strict timelines for reinvestment, Investment options beyond just real estate, Ability to take income from the trust as needed.
When do I need to set up a DST?
The DST must be established BEFORE you have a binding agreement to sell your asset. This timing is critical—once you've signed a binding sales contract, it's generally too late to implement this strategy. We recommend consulting with us as soon as you begin considering a sale.
What information should I prepare for my initial consultation?
To make the most of your initial consultation, please have: Basic information about the asset(s) you're considering selling, An estimate of your original purchase price (basis), The expected sale price, Your timeline for selling, General information about your financial goals.