All Forum Posts by: Lee Singleton

@Natalie Bender great explanation of DSTs. 

Mike,

If you want to move from actively investing in real estate and defer the tax consequences, looking at DSTs is an excellent option. Your accountant might be interested in learning more about DSTs, too.  

Hi Jason,

Wondering what to do with equity is always a good problem to discuss. The biggest question is, what kind of real estate investor do you want to be moving forward: an active investor or a passive investor? 

If active, selling and using a 1031 to leverage into higher income-producing properties would be a great option. 

If passive, selling and using a 1031 to invest in DSTs would make sense. You should be able to more than replace the income you are currently receiving on your 4 properties. 

Of course this all comes down to where you as an investor and your overall goals. 

I also sent you a private message.

Hi David,

Congratulations on your upcoming empty nest and all the financial options you have set up. 

I would suggest reviewing DSTs as an option for passive real estate ownership. You can use a 1031 and receive the tax deferral advantages to invest in individual DSTs. I would gladly send you a list of our current DST inventory and discuss your situation, goals, and what might make sense.

I also sent you a direct message.

Thank you

Hi Brynn,

Congratulations on your easing into retirement. 

I would suggest reviewing DSTs as an option for passive real estate ownership. You can use a 1031 and receive the tax deferral advantages to invest in individual DSTs. I would gladly send you a list of our current DST inventory and discuss your situation, goals, and what might make sense.

I also sent you a direct message. 

Thank you, 

Lee

@Kyle Winther Thank you

I am working on getting the word out more about DSTs 

Hi David and Joanna, welcome to Bigger Pockets. Looks like we are both in Jacksonville. I would be happy to answer any questions you may have. 

@Eric Andrekopoulos

I agree with what @Natalie Bender said about DSTs. This might be a good fit for your client and something worth exploring. I sent you a direct message if you want to discuss this in more detail. 

Hi Venus, I am also in Jacksonville, welcome to BP!

@Dave Foster

Thank you for contributing additional information regarding DSTs and 1031s. I especially appreciate your mention in the last paragraph that DSTs are a good option when you want less management headaches (passive investing). 

Also, as you mentioned, DSTs do have a shelf life. That's why it's important to understand each investor's goals and current investing strategies to determine what direction is the best overall fit. 

@Sean Ross

Thank you for the positive words about the Perch newsletter!

Also, I appreciate you clarifying for readers your thoughts about 1031s and DSTs not being competing products or strategies.