The CCIM Institute Upstate New York presents Investing in DST’s: What You Need to Know. Join us for our upcoming Lunch N’ Learn presented by Alan Geier of 1031 Financial and Sponsored by NYSCAR.
March 26 11:15 am – 12:30 pm
Are you looking to transition out of active property management without losing the benefits of real estate ownership? Join us for an introductory Lunch N’ Learn designed specifically for investors who are new to the world of Delaware Statutory Trusts (DSTs).
Whether you are approaching a 1031 Exchange or simply looking for a way to diversify your portfolio into institutional-grade assets, this session will provide a clear, jargon-free roadmap to how these structures work.
What We’ll Cover:
- DST Fundamentals: A high-level breakdown of what a Delaware Statutory Trust is and why it’s a popular vehicle for passive income.
- The 1031 Exchange Connection: How to use a DST to defer capital gains taxes when selling an investment property.
- Institutional Access: Learn how individual investors can own a “fractional” share of major assets like Class-A apartment complexes, distribution centers, and medical offices.
- Risk vs. Reward: A transparent look at the pros (passive income, diversification) and the cons (illiquidity, lack of control) of DST investing.
- The Closing Process: What to expect during the investment timeline, from due diligence to monthly distributions.
Who Should Attend?
- Burned-out Landlords: If you’re tired of “Tenants, Toilets, and Trash,” this is for you.
- Strategic Sellers: Investors planning to sell a property in the next 6–12 months.
- Wealth Seekers: Anyone interested in passive real estate who doesn’t want the headache of being a solo operator.
Note: This is a Beginner Level session. No prior experience with DSTs or complex tax law is required to follow along!
