DST Strategy Overview • Addresses partnership misalignment without forcing a property-level sale• Applies to multi-owner real estate where some partners seek liquidity and others seek continuity• Utilizes §721 contributions and DST structuring to separate ownership outcomes• Primary objective is allowing selective partner exits while preserving operations, tax deferral, and asset integrity In this application, the…
DST Strategy Overview • Addresses the challenge of completing Internal Revenue Code §1031 exchanges when direct replacement property acquisition is impractical or undesirable• Applies to investors facing compressed exchange timelines, management fatigue, ownership complexity, or uncertainty around next-stage strategy• Utilizes the Delaware Statutory Trust as a qualifying real property interest rather than as a pooled…
Deferral, Continuity, and Structural Flexibility Without a Sale DST Strategy Overview • Addresses how real estate or ownership interests can be contributed into a DST rather than sold• Applies to owners seeking tax deferral, continuity of ownership, or non-sale restructuring• Utilizes contribution mechanics to avoid triggering a taxable disposition• Primary objective is preserving real estate…
DST Strategy Overview • Addresses how operating partners and developers access §1031 capital without becoming DST sponsors• Applies to GPs with stabilized assets seeking take-out or recapitalization capital• Utilizes NAI Legacy’s DST platform as a structuring and execution partner• Primary objective is enabling DST take-out transactions while allowing operating partners to remain focused on their…
DST Strategy Overview • Addresses the challenge of distributing real estate wealth equitably among multiple heirs• Applies to estates where heirs are not positioned or inclined to assume active real estate management• Utilizes DST beneficial interests as standardized, divisible ownership units• Primary objective is converting indivisible real estate (“bricks”) into administratively clean, fair, and transferable…
DST Strategy Overview • Addresses the need for highly tailored real estate ownership structures for HNWIs and family offices• Applies to investors seeking control over asset selection without direct ownership complexity• Utilizes a custom-built DST with one or a small number of investors• Primary objective is delivering institutional-grade structure with bespoke investment specifications In this…