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Planning · 4 min read

Is a DST Right for Me?

A simple framework for deciding whether to explore DSTs further.

Often a good fit

Accredited investors who are selling investment property, want to defer gains, are tired of active management, want diversification, or are approaching retirement.

Often not a fit

Investors who need liquidity in the next several years, want control over decisions, aren't accredited, or enjoy actively managing property.

Next step

Run your numbers in our calculator, then talk through your situation on a complimentary call. You'll leave with clarity, whether or not a DST is the answer.

Have questions about your situation?

Book a complimentary strategy call with Creative Capital Wealth Management Group.

Schedule a Strategy Call

Educational information only; not tax, legal, or investment advice. DSTs involve risk, including loss of principal, and are available only to accredited investors. Consult your own advisors.