EP 042 - Mastering Delaware Statutory Trusts & UPREITS w/ Jason Pueschel

The Mark Perlberg CPA Podcast

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Join us with expert Jason Puschel to discussDelaware Statutory Trusts (DSTs) - as a way to own a small piece of big properties and earn money without the hassle of managing them! Imagine owning a tiny piece of a big building and getting some money from it without doing much. Jason, who knows a lot about making DST platforms, will help us understand how this works easily.
We'll also talk about the tricky parts of using a DST with something called a 1031 exchange, which lets you swap one property for another without paying extra taxes right away. Jason will share tips on managing debt, choosing new properties within a 45-day window, and examples of properties you can get with DST, like college housing or commercial buildings.
We'll explore different kinds of DSTs, their financial perks, and how to exit them smoothly. Jason will share a special trick called "upreads" to access cash in a unique way and how to swap DST shares for units in a real estate investment trust (REIT). Lastly, we'll talk about often-missed topics like tax effects, saving on capital gains, planning estates, and how cost segregation affects your tax forms related to DSTs and UPREIT investments. Let's learn together about these smart real estate tax strategies!
Want to hear more from Jason? Email him at: [email protected], and visit: alternativewm.com

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1. Delaware Statutory Trusts for Tax Deferral (00:00:00)

2. Understanding 1031 Exchanges and DST Investments (00:13:09)

3. DSTs and Upreads (00:18:46)

4. Benefits and Tax Implications of DSTs and UPREITs (00:24:48)

5. Exploring Real Estate Tax Strategies (00:32:29)