Modern Real Estate Investing introduces the nation to a new concept in real estate investment known as the Delaware Statutory Trust (DST). The DST is a synthesis of one hundred years of real estate, securities, and tax laws that provide an investment entity that allows the modern real estate investor to build a diversified portfolio of institutional grade real estate under protective securities regulations and enjoy the tax advantages of gain nonrecognition using IRC section 1031 like-kind exchanges. The book not only introduces the DST but also guides the reader through the investment process by providing perspective in the choosing of brokers, sponsors, and properties as well as a more in-depth analysis of the DST offering (John Harvey, CPA, MBT, author). The book provides a clear explanation of DST’s and how they provide opportunities for smaller investors access to institutional properties otherwise not available to them, because of the large equity requirements and access to reasonable financing. The 1031 exchange is linked very nicely, explaining the DST opportunity for diversification in more than one investment that helps balance overall risk in the 1031 exchange. Trump tax plan is expertly explained and its impact on the DST structure. Book describes clear example of the tax savings of a 1031 exchange and the benefit of compounding on deferred taxes avoided at time sale. Good examples of dos and don’ts in the 1031 exchange (Kosmas G. Toskos, DST investor).

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3 Responses to “Modern Real Estate Investing: The Delaware Statutory Trust”

  1. Anonymous July 15, 2019 at 2:11 am #

    “Modern Real Estate Investing: The Delaware Statutory Trust” by John Harvey is a serious book aimed squarely at serious investors with real estate gains to shelter. Spoiler alert – this book is not light reading!Harvey’s book lays the structure for implementing the Delaware Statutory Trust, or DST, an investment concept that allows an individual to join with other accredited investors to own investment-grade real estate that would be otherwise out of reach. In other words, with an…

  2. Anonymous July 15, 2019 at 2:34 am #

    John Harvey’s new book, Modern Real Estate Investing explains a little known tactic to sheltering gains on real estate sales.Harvey uses a great, and perfectly legal method, of cutting the tax man out, it’s called the Delaware Statutory Trust.Let’s say you’ve had a family farm for the past 50 years and nobody wants to continue on with it or you have a 100 unit apartment complex and you want to get out. You probably have a huge gain that you’d have to pay taxes on.But,…

  3. Anonymous July 15, 2019 at 2:44 am #

    Experienced Realtors often talk about the various “tools they have in their toolbox” to help buyers and sellers in their real estate investing. Acquiring property using your IRA, using the 1031 tax-deferred exchange method or taking title in the various forms of corporations, LLC’s or trusts are just a few of the tools that are frequently used. John Harvey’s book on the Delaware Statutory Trust certainly adds a another level of expertise for the Realtor in addition to providing some terrific…

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