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▸ EXPERT HELP

Welcome to Delaware Statutory Trusts (DSTs)

The federal government requires that all investors in DSTs have a certain level of financial strength. You or your client must have a net worth of at least $1,000,000 (exclusive of your primary residence) OR household income of at least $200,000 (or $300,000 for joint income) for the last two years with the expectation of earning the same or higher amount in the current year.

To continue please respond YES to at least one of the questions to the right.

Is your net worth in excess of $1,000,000 exclusive of your primary residence?

YES

OR

Is your household income at least $200,000 per year with the expectation of earning the same or higher amount in the current year ( if filing taxes by yourself)?

YES

OR

Is your household income at least $300,000 per year with the expectation of earning the same or higher amount in the current year ( if filing taxes jointly)?

YES