JIM TOLLENSEMERSON EQUITY Speak with Jim

WHAT MAY CHANGE

Less to manage.
More scale.
Still real estate.

A Delaware Statutory Trust (DST) changes both the owner’s day-to-day role and the scale of the real estate involved. Instead of directly acquiring and operating another property, a client may own an indirect interest in larger-scale, professionally managed, institutional-grade real estate. That shift comes with materially less control and illiquidity during the sponsor’s anticipated holding period.

Explore the ownership role
You
Direct oversight
Specific property
TenantsLeasing · communication · turnover
RepairsMaintenance · vendors · capital items
OperationsBudgeting · oversight · execution
One property. One set of day-to-day responsibilities.

You oversee a specific property.

With direct ownership, the leasing relationships, repair decisions and day-to-day operations stay with you, whether you manage the property yourself or oversee the people you hire.

A property manager can reduce the workload, but operating decisions and ownership responsibility remain yours.

WHAT DOES NOT CHANGE

Real estate investment risk. Property performance and market conditions can still affect income and value. DST interests also involve limited investor control and illiquidity, and investors can lose some or all of their investment. Distributions and tax treatment are not guaranteed.

Simplified illustration, not a complete comparison or a recommendation. Actual rights and responsibilities depend on the arrangement and offering documents.

Jim Tollens

THE NEXT CONVERSATION

Let’s start with
your situation.

The property. Your plans. What you would like to change.