A Deeper Dive into Complex DST Strategies

The Crexi Commercial Real Estate Podcast: Conversations in All Things CRE

This episode explores advanced DST investing strategies in a round two conversation with Ehud Gersten, Managing Partner of Perch Wealth.

The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.

In this episode, host Yannis Papadakis and Ehud delve deep into the world of Delaware Statutory Trusts (DSTs). The conversation covers the fundamentals of DSTs, their benefits, and their unique appeal for passive investors, particularly those looking to defer taxes via 1031 exchanges. They also discuss the recent market changes, including the slowdown in transactions and the impact of rising interest rates.

Ehud shares insights on how DSTs serve as a valuable tool for investors seeking diversification and lower managerial responsibilities. Additionally, they explore the role of DSTs in the evolving real estate landscape, especially among baby boomers and institutional investors. Essential considerations for brokers and investors regarding DSTs are also covered, alongside the latest trends and economic challenges facing this investment vehicle.

• Introduction and Welcome
• Market Changes and Overview
• Understanding Delaware Statutory Trusts (DSTs)
• Benefits and Advantages of DSTs
• Advanced Insights into DSTs
• DSTs and Demographic Trends
• DSTs and Debt Management
• Exiting a DST
• Brokers and DSTs
• Economic Trends and DSTs
• Institutional Investors and DSTs
• Current Economic Challenges for DSTs
• Advice for Brokers and Investors
• Farewells and Further Resources

About Ehud Gersten:

Ehud Gersten is a managing partner at Perch Wealth. In addition to being a licensed securities professional, focusing on 1031 exchanges and Delaware Statutory Trusts (DSTs), Ehud is also a licensed California attorney and real estate broker.

For more than a decade, Ehud owned and operated a highly successful law firm in San Diego, focusing on real estate and consumer rights. He has advocated on behalf of many clients, including homeowners’ associations (HOAs), real estate developers, and investment property owners, in both California state and federal courts. He is also admitted to practice before the U.S. Supreme Court. Ehud has been repeatedly recognized by his legal peers as one of the top litigators in San Diego County, featured multiple times in both SuperLawyers magazine and San Diego’s “Best of the Bar.” He has been interviewed and featured for his national real estate work by Bloomberg, the L.A. Times, the New York Times, and HousingWire magazine.

Ehud holds two degrees from the University of Auckland in New Zealand – a Bachelor of Arts (BA) in political science and a law degree. He also holds a Master of Laws and Letters (LLM) degree, with a concentration in intellectual property, from Boston University. He holds Financial Industry Regulatory Authority (FINRA) series 7 (general securities representative), 66, and 63 registrations.

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