Delaware Statutory Trust
A powerful investment vehicle for real estate investors, private wealth, family offices and private equity.
Delaware Statutory Trust
BT REI Manager, LLC (BT REI), a wholly owned subsidiary of Baker Tilly, is a sponsor of Delaware Statutory Trust (DST) investments.
As one of the largest advisory, tax and assurance firms in the U.S., Baker Tilly has a coast-to-coast network of relationships with real estate-centered clients that enable us to source institutional quality assets off-market. BT REI also sources assets through Baker Tilly’s extensive network of strategic relationships and partnerships.
Our process
- We originate DST investments that achieve Section 1031 like-kind exchange results for investors to defer real estate capital gains.
- To drive operating income to provide distributions to investors, our DST programs target newer, stabilized assets that do not require significant capital for immediate upgrades or to address deferred maintenance.
- To avoid bidding wars, we source DST assets off-market primarily through Baker Tilly’s industry groups that specialize in multifamily housing, higher education, healthcare, and manufacturing and distribution.
- We strive to provide investors with superior after-tax risk-adjusted returns through institutional-quality real estate investment properties through cash flow, appreciation and tax benefits.
There can be no assurance these objectives will be achieved.
This is not an offer to sell securities. An offer to sell the interests in a DST of Baker Tilly may be made only pursuant to the Private Placement Memorandum of the applicable DST (the “Memorandum”). The information contained herein is qualified in its entirety by the applicable Memorandum. The offering of interests is being made by means of the applicable Memorandum only to accredited investors who meet minimum accreditation requirements, as well as suitability standards as determined by a qualified broker-dealer or investment advisor. All prospective investors must read the applicable Memorandum, including the “Risk Factors,” prior to investing.
All investments involve risk. An investment in interests in DSTs is speculative, illiquid and involves a high degree of risk and there is no guarantee that investors will receive any return. Risks include, but are not limited to, the impact of inflation; risks associated with investments in real estate including financing risks, environmental risks and industry-specific real estate risks including the student-house industry; reliance on the master tenant, the property manager and the DST manager to operate and manage the properties and the DSTs; the inflexibility of the DST structure; competition; conflicts of interest; and tax risks.
