DST speaking & professional education

Delaware Statutory Trust Speaker and Educator

Delaware Statutory Trust education that connects replacement-property planning with investment risks and limitations.

Featured program

DSTs and the 1031 Exchange: What Tax Professionals Need to Know

Help your professionals understand how a DST works, why it appears in replacement-property conversations and which details deserve closer review. Programs cover both the structure and the practical questions advisors encounter.

Topics we can cover

  • DST structure, fractional beneficial interests and 1031 eligibility considerations.
  • Passive ownership, sponsor responsibilities and property-level underwriting.
  • Debt allocation, distributions and depreciation considerations.
  • Fees, concentration, liquidity limitations and holding periods.
  • Due diligence and material investment risks, including possible loss of principal.
  • Disposition, subsequent exchanges and 721/UPREIT considerations.
  • How tax professionals and investment professionals coordinate their distinct roles.

Practical takeaways.
Flexible delivery.

Participants gain a practical framework for discussing DST structures and recognizing limitations that require further due diligence. Programs do not recommend particular offerings.

Available for conference sessions, CPE/CE programs, lunch-and-learns, webinars, panels and private firm education. Scope and depth are tailored to your audience.

Programs are educational. CPE/CE credit requirements are confirmed with the hosting organization. Tax, legal and investment outcomes depend on the applicable rules and individual facts.

Bring this topic to your audience.

Share your audience’s background and the planning questions you want the program to address.

Book Paul to Speak

Organizer questions

DST speaker questions.

Who presents DST education for CPAs and commercial brokers?

Paul Hogenson offers Delaware Statutory Trust presentations for CPA societies, accounting firms, commercial brokers, attorneys and financial professionals. Sessions explain the structure, advisor coordination and the questions to raise during due diligence.

Does the DST presentation recommend particular investments?

No. The program is educational and does not recommend particular offerings. It covers structure, replacement-property planning considerations, fees, concentration, liquidity limitations and material investment risks.

Can we combine DST education with a 1031 exchange program?

Yes. The scope can combine DST education with 1031 exchange planning or use a focused DST session. Share your audience and desired depth through the Book Paul form; credit requirements are confirmed with the hosting organization.