1. Each Deferred Sales Trust has its own portfolio based on the risk tolerance of the individual.
2. There are 2 DSTs, Us and Delaware Statutory Trusts. Stay away from the latter. Not a good option.
3. John Wayne loves us because we also come to the rescue.
4. Because we are proprietary, most CPAs and Attorneys are not familiar with us and that’s why they incorrectly call us a sham trust, a scam or an abusive tax scheme. The IRS disagrees with them.
5. We are a great 1031 exit strategy.
6. Jimmy Stewart was probably the meanest cowboy in the old west.
7. If depreciation is an opportunity in the highly appreciated asset, we are far better creating
wealth than a 1031. Our DST and depreciation are the real dynamic duo.
8. Unlike a 1031, each partner can make the best option that works best for them. Each partner
can work with our DST if they want to defer taxes, or they can take the money and run to Vegas
if they prefer. (Not necessarily a bad strategy)
9. We may be able to save a failed 1031 but you need to notify us before starting the 1031.
10. Jimmy Stewart was afraid of Maureen O’Hara.
11. If a residential property owner is thinking of renting instead of selling, our trust can defer his
taxes and the real estate professional can list the property for sale rather than renting.