Professional DST Planning Services in Lake Mary

Maximize Your 1031 Exchange with Institutional-Quality Real Estate

When you're ready to transition from active property management to passive real estate income, Delaware Statutory Trust planning offers a sophisticated solution that preserves your investment gains while simplifying your portfolio. Our DST investment advisory services in Lake Mary help high-net-worth investors and retiring property owners access institutional-quality real estate through 1031 exchange strategies. Breen Financial Management supports 1031 exchange clients and investors seeking passive real estate income, with particular expertise serving high-net-worth and retiring property owners. We provide comprehensive advisory services for investors using DSTs in 1031 exchange strategies, enabling passive ownership of institutional-quality real estate while deferring capital gains taxes. Call (407) 712-6780 today to explore DST planning opportunities in Lake Mary.

How Does DST Planning Work in Lake Mary?

Our DST planning process begins with a thorough analysis of your current real estate holdings and investment objectives, then structures a Delaware Statutory Trust strategy that aligns with your 1031 exchange timeline and income requirements. We collaborate with qualified intermediaries and legal partners to ensure full IRS compliance throughout the exchange process. You can expect detailed guidance on property selection, due diligence review, and ongoing portfolio management as we help transition your active real estate investments into passive income streams. Breen Financial Management brings deep expertise in institutional-quality real estate selection and tax-efficient structuring to every client relationship. We provide comprehensive education on liquidity considerations, income distribution schedules, and potential estate planning impacts, ensuring you understand every aspect of your DST investment before moving forward. Schedule your DST consultation today to begin planning your passive real estate strategy in Lake Mary.

Our approach integrates DST investments into your overall wealth and retirement planning strategy, creating a cohesive financial plan that serves your long-term objectives.

What Makes Our DST Advisory Different

We conduct rigorous due diligence on institutional-quality properties and sponsor track records before presenting opportunities.
How do we ensure quality investments?

We understand Lake Mary's real estate market dynamics and help clients transition from local property ownership to diversified DST portfolios.

What makes our local expertise valuable?
We seamlessly incorporate DST outcomes into your broader wealth management and retirement income strategies.
Why choose integrated planning?
We work exclusively with qualified intermediaries and legal partners to ensure every transaction meets IRS 1031 exchange requirements.
How do we maintain compliance?
We offer comprehensive guidance on liquidity timelines, income distributions, and estate planning implications of DST ownership.
What education do we provide?

Experience the confidence that comes from working with DST specialists who understand both the technical requirements and your personal financial goals. Contact us today to schedule your Delaware Statutory Trust planning consultation in Lake Mary.