How to Help Clients Defer Taxes, Earn Passive Income, and Sell With Confidence
Download our free, 10-page guide to discover how a DST can streamline your next exchange and deliver passive, professionally managed real-estate ownership.
Participants in this session will be able to:
What Is a DST?
A Delaware Statutory Trust (DST) is an IRS-approved vehicle that lets you complete a Section 1031 exchange into a fractional interest in an institutional-quality real-estate portfolio. By moving from active property management to passive DST ownership, you can defer capital gains, avoid boot, and simplify the identification process.
A Delaware Statutory Trust (DST) is an IRS-approved vehicle that lets you complete a Section 1031 exchange into a fractional interest in an institutional-quality real-estate portfolio. By moving from active property management to passive DST ownership, you can defer capital gains, avoid boot, and simplify the identification process.
Why Realtors Should Understand DSTsUnlock More Listings
Retiring landlords often hesitate to sell due to capital gains taxes. Educating them on the DST option can turn “I’m holding for tax reasons” into a new listing.
Position Yourself Early
Introducing clients to tax-deferral strategies like DSTs positions you as a knowledgeable, value-added advisor. Even if you’re not involved in every future reinvestment, your early guidance builds strong client relationships, opens doors to estate-related sales, and earns referrals from grateful families and investors.
Stand Out as a Strategic Partner
You’re not just a realtor—you’re a retirement solution provider. DST knowledge positions you as a trusted advisor in high-net-worth conversations.
Peter has more than 20 years of experience working with investors on securitized real estate investment opportunities, including DSTs, TICs, REITs, Opportunity Zones, Opportunity Funds, and other private placements. Prior to co‑founding Sequent, Peter spent 15 years with a national real estate sponsor on the distribution team, gaining deep expertise in the formation, operation, and disposition of private placement real estate offerings. Drawing on his extensive background in the DST industry and his knowledge across real estate, tax‑advantaged investment strategies, and estate planning, Peter constructs individually tailored client portfolios designed to reduce market volatility and maximize the potential for stable, long‑term income.
Peter's credentials include a Series 7 (General Securities Representatives) License, a Series 63 (Uniform Securities Agent State Law) License, and a Series 65 (Uniform Investment Adviser Law) License.
Schedule a Private CPE Course in Person or Virtually
Contact: Peter Fisher
415.918.2225 (Text or Call)
Pfisher@sequent-rewm.com
Reach our team for tailored wealth solutions and investment expertise.
To receive full CPE credit, participants must:
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Because investor situations and objectives vary this information is not intended to indicate suitability or a recommendation for any individual investor. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potentially adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM al of whom are independent of NASBA.
Important Disclosures
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A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. Redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM. Check the background of this firm on FINRA's BrokerCheck. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. All information provided is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor's memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns.
Sequent Real Estate + Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Eric Scaff at escaff@sequent-rewm.com.
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