Main Goals of DST Investing

1. Similar to Physical Real Estate

- Primary goal is monthly income with future appreciation.

 

2. Eliminate Boot

- Excess cash from relinquished property sale can be invested in a DST to avoid incurring "boot."

 

3. Swap Until You Drop

- Continue exchanging real properties repeatedly until death, deferring capital gains indefinitely.

 

4. Estate Planning

- Step-up in cost basis means heirs won't inherit capital gain liabilities.