In this episode of Commercial Connections, host René Nelson joined by Karen Templeton of Forest Wealth Strategies, the conversation delves deep into the intricacies of 1031 exchanges and Delaware Statutory Trusts (DSTs). Karen explains the benefits and potential pitfalls of DSTs, illustrating how these structures can help property owners transition from active management to passive investments, all while managing tax liabilities. The episode is packed with valuable insights on estate planning, cash flow strategies, and the importance of due diligence in identifying reliable DST sponsors.

EPISODE THEMES 📝
00:00 Introduction and Today's Topic

00:22 Meet Karen Templeton: Real Estate Expert

01:14 Understanding Delaware Statutory Trusts (DSTs)

03:24 The Mechanics of 1031 Exchanges

08:22 Strategies for Transitioning to Passive Real Estate

09:57 Navigating the Challenges of Being a Landlord

11:43 Coaching Property Owners on Selling

13:53 Legacy Planning and DSTs

17:47 Risks and Considerations with DSTs

21:11 Case Study: Diversifying with DSTs

22:35 Breaking Up Large Investments

23:35 Hands-Off Management and Client Involvement

25:31 Understanding DST Returns

28:58 Evaluating Sponsors and Asset Classes

29:48 Geographical Preferences for DSTs

32:31 Investment Timelines and Strategies

34:39 Navigating the DST Market

39:19 The Origins and Evolution of DSTs

41:04 Final Thoughts and Advice⁠⁠

FREE GIVEAWAYS 💰

➡️ Due Diligence Giveaway:https://docs.google.com/document/d/1WVvYPiwASy76exh2tludjyeZ9Sfuvpl4QqD20V_HHRw/edit?usp=drive_link

➡️ Free Pro Forma Template: https://drive.google.com/file/d/12x1eUtdEUySKsrbQ0ELpCw3X79TPFh3Z/view?usp=sharing

CONNECT WITH KAREN 🔗

LinkedIn: https://www.linkedin.com/in/karentempleton/

Website: https://forrestwealthstrategies.com/

Email: karen@forrestwealthstrategies.com

CONNECT WITH RENÉ NELSON 🎙️

Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.eugene-commercial.com/

Youtube: https://www.youtube.com/@renenelsonccim1031/videos

LinkedIn: https://www.linkedin.com/in/renenelsonpacwestcommercialrealestate/

Instagram: https://www.instagram.com/renenelsonrealestate

Apple: https://podcasts.apple.com/us/podcast/commercial-connections-investing-with-confidence/id1828000587

Facebook: https://www.facebook.com/profile.php?id=61574316732608

Book a 15 min Complimentary Discovery Call with René: https://calendly.com/renenelsonccim/cashflow-autopsy