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How to Select a Delaware Statutory Trust Representative

One of the most important considerations in evaluating 1031 Delaware Statutory Trust options is to first evaluate the experience and overall profile of the representative who will be assisting you to select the most suitable properties that meet your objectives.

I cover this important subject in greater detail in my well received book, Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST) and would like to summarize key highlights in this blog.

Why You Need a Representative to Invest in DSTs

DSTs are securities and the process of acquiring DST interests is closely regulated by governmental officials and industry associations such as the Financial Industry Regulatory Authority (FINRA). Individuals who offer DST investments must have appropriate securities licenses and are subject to ongoing educational and disclosure requirements. Real estate brokers and agents are not allowed to offer DSTs to their clients unless they possess appropriate securities licenses and conform to related regulations. 

Most DST sponsors market their offerings exclusivity though third-party securities broker-dealers and their licensed reps and do not directly sell DST offerings to investors. Therefore, in order to access the widest number of available DST offerings, interested investors will need to work with a licensed representative.

Investing in DSTs is a Complex Process and Requires Assistance

Evaluating and selecting suitable DSTs can be a complex process and require the assistance of a knowledgeable representative who can guide you through the voluminous due diligence materials and other related materials e.g., appraisal, environmental reports, local market studies, etc. that may be of interest to you. At any given time, there may be as many as 20 or more DST programs available with several thousands of pages of information to potentially review. Given the relatively short amount of time allowed in the 1031 exchange process, you will need a well-versed guide who is familiar with the pros and cons of current offerings, knows industry players, and has excellent real estate analytical skills. 

For more information, please contact us.

Help Save 1031 Exchanges
Write to your Member of Congress and Senators urging them to oppose restricting Section 1031 like-kind exchanges. As part of the American Families Plan, the Biden Administration has proposed eliminating the application of Section 1031 for gains greater than $500,000. Like-kind exchanges have been part of the U.S. tax code since 1921 and are one of the tax code’s most powerful economic tools. It is critical that we all vigorously and visibly oppose this proposal. Make your voice heard with a pre-filled letter, which you can customize to add personal anecdotes or powerful client stories to highlight the positive impact of Section 1031 like-kind exchanges. Take action today by clicking HERE.

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Paul Getty

Paul Getty is a licensed real estate broker in the state of California and Texas and has been directly involved in commercial transactions totaling over $3 billion on assets throughout the United States. His experience spans all major asset classes including retail, office, multifamily, and student, and senior housing. Paul’s transaction experience includes buy and sell side representation, sourcing and structuring of debt and equity, workouts, and asset and property management. He has worked closely with nationally prominent real estate brokerage and investment organizations including Marcus Millichap, CB Richard Ellis, JP Morgan, and Morgan Stanley among others on the firm’s numerous transactions. Paul also maintains a broad network of active buyers and sellers of commercial real estate including lenders, institutions, family office managers, and high net worth individuals. Prior to founding First Guardian Group/FGG1031, Paul was a founder and CEO of Venture Navigation, a boutique investment banking firm specializing in structuring equity investments made by institutions and high net worth individuals. He possesses over 35 years of comprehensive worldwide business management experience in environments ranging from early phase start-ups to multi-billion-dollar corporations. His track record includes participation in IPOs and successful M&A activity that has resulted in investor returns of over $700M. Paul holds an MBA in Finance from the University of Michigan, graduating with honors, and a Bachelor’s Degree in Chemistry from Wayne State University. Paul Getty holds Series 22, 62, and 63 securities licenses and is a registered financial representative with LightPath Capital Inc, member FINRA /SIPC. Paul is a noted speaker, author, and actively lectures on investments, sales, and management related topics. He is author of The 12 Magic Slides, Regulation A+: How the JOBS Act Creates Opportunities for Entrepreneurs and Investors, and Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST), available on Amazon and other retail outlets.

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