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Diversifying Your Portfolio with Delaware Statutory Trusts

Strategic Insights

— 2 min read

Jeff Pori, founder of Kingsbarn Realty Capital, emphasizes the importance of diversifying one's financial portfolio, particularly in the real estate industry. Kingsbarn, with over $2 billion in assets under management, has created a platform for institutional and accredited investors to access alternative investments, including Delaware Statutory Trusts (DSTs). DSTs, which are 1031 exchange-eligible, offer a unique way to invest passively in commercial real estate, providing oversight and ensuring the success of the venture through Kingsbarn's asset management group.

Kingsbarn has acquired over 280 properties throughout the country and has a development pipeline of over $2 billion, consisting of multifamily, student housing, industrial, retail, and hospitality projects. By utilizing DSTs and 1031 exchanges, investors can diversify their portfolio and protect their wealth and financial well-being.

Key Takeaways:

  • Delaware Statutory Trusts (DSTs) provide a way for real estate investors to invest passively in commercial real estate, while receiving distributable income.
  • DSTs offer a unique benefit of being 1031 exchange-eligible, allowing investors to defer capital gains taxes.
  • Kingsbarn Realty Capital has spearheaded over 280 properties throughout the country and has a development pipeline of over $2 billion.
  • The company has completed several notable projects, including the renovation of Ducks Village, a 650-bed student community, and the ground-up development of The Marlette, a 140-unit multifamily property.
  • Kingsbarn has received full entitlement approval for a new Home2 Suites by Hilton hotel in Buena Park, CA, and has nearly 1,500 multifamily units in the entitlement phase of development in Orange County, CA.
  • DSTs can be advantageous for investors wanting to diversify into real estate without dealing with direct property management, providing access to larger, institutional-grade properties.
  • Kingsbarn's asset management group provides oversight and ensures the overall success of the venture, making DSTs an attractive option for investors.

Statistics:

  • Kingsbarn Realty Capital has over $2 billion in assets under management.
  • The company has acquired over 280 properties throughout the country.
  • Kingsbarn has a development pipeline of over $2 billion, consisting of multifamily, student housing, industrial, retail, and hospitality projects.
  • The company has completed a total of 39° North Lake Tahoe project, which includes a Marriott Autograph hotel and 48 townhomes and 62 workforce-housing apartments.
  • Kingsbarn has nearly 1,500 multifamily units in the entitlement phase of development in Orange County, CA.
  • The company has completed a TA Express travel center in Littlefield, Arizona, and is under construction on a TA TravelCenter of America in Ash Fork, Arizona.

Sources:

  • Vegas Inc
  • Las Vegas Sun (Las Vegas, Nev.)
  • Tribune Content Agency, LLC

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