Other Tax Elimination Strategies
Other Tax Elimination Strategies
October 9, 2024

Navigating Beyond the DST

Lamplighter Capital Advisors’ Scott Smith explains to Connect Money why sophisticated investors are expanding beyond traditional Delaware Statutory Trusts and embracing a more flexible, planning-first approach to §1031 exchanges.

Navigating Beyond the DST

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In today’s shifting tax and economic landscape, the traditional one-size-fits-all approach to §1031 exchanges are no longer sufficient for many high-net-worth investors. While Delaware Statutory Trusts (DSTs) have become a popular tool for tax deferral, they come with inherent limitations that don’t always align with a client’s long-term goals, liquidity needs, or estate planning strategies. That’s why investors, and their advisors, are seeking out more flexible, creative solutions.

In this conversation with Connect Money, Lamplighter Capital Advisors Principal, Scott Smith, dives into what it means to move beyond DSTs. He touches on how Lamplighter helps clients consider a broader set of tax-efficient investment strategies, including TIC structures, UPREITs, direct syndications, Opportunity Zones, and oil and gas interests. Scott breaks down the trade-offs, explains how we help model outcomes based on risk and estate priorities, and underscores the value of a planning-first approach.

Check out the full article here.

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