Discover How Delaware Statutory Trusts (DSTs) Can Help You or Your Clients Unlock Passive Income

Learn how sophisticated investors and financial professionals are using Delaware Statutory Trusts (DSTs) to defer taxes, simplify real estate portfolios, and generate passive income — all without the ongoing responsibility of direct property management.

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Whether you’re a property owner preparing for retirement or a financial advisor guiding clients through a 1031 exchange, this guide offers clear, educational insights into using DSTs for strategic, tax-efficient investing. Explore how a hands-off, professionally managed real estate structure can enhance long-term planning and reduce the day-to-day burdens of traditional ownership.

Inside this free guidebook, you’ll learn:

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How DSTs qualify for 1031 exchanges under IRS rules

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How to generate monthly passive income with real estate

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The key benefits of DSTs over direct property ownership

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How to avoid the most common 1031 identification mistakes

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What to look for when evaluating DST investment options

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An accredited investor is typically an individual with an income of over $200,000 ($300,000 with a spouse) in each of the last two years, or a net worth over $1 million excluding primary residence.

This material is intended for both educational purposes and to promote interest in the subject matter only. It does not address any individual’s specific situation and is not to serve as the basis for any investment decision and should not be construed as a solicitation to invest. The material is based on the latest information available to the public and, while deemed accurate but is not guaranteed and may be subject to change by the IRS implemented Tax Codes. Numerical examples, if any, are only illustrative. For additional information, please contact Caitlin John Private Wealth Management, LLC. or your Investment Advisor directly.

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The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.

Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting www.caitlinjohn.com. There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching www.adviserinfo.sec.gov.

Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. The Advisor you received this from is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC. BFG Wealth Advisors and Caitlin John Private Wealth Management are separate entities and are not affiliated.