Help Your Clients Transition from Active Real Estate Ownership to Passive, Tax-Efficient Income
Discover how DSTs can align with client portfolios and unlock new assets for your advisory practice.
A Strategic Solution for Aging Real Estate Investors
As aging property owners seek relief from active management, Delaware Statutory Trusts (DSTs) offer a timely solution and a strategic opportunity for RIAs. This guide explains how to integrate DSTs into your planning process, potentially increasing AUM and delivering income, diversification, and estate planning advantages to clients transitioning out of real estate ownership.
Download now to turn client real estate transitions into planning conversations that build value.
