Join Frederick E. Hubler, Jr., MBA, CWS®, CEO and Chief Wealth Strategist of Creative Capital Wealth Management Group, as he leads a dynamic discussion on Delaware Statutory Trusts (DSTs) and their role in modern portfolios.

Fred will be joined by a panel of experts, including:

        •  Brian Rivera, Managing Director and Principal, Veritas Group

        •  Josh Hoffman, Head of Product Management and Strategy – Direct Investments at Bluerock

        •  Geoff Flahardy, President of 1031 Solutions at ExchangeRight

These industry experts will share their perspectives on where DSTs fit in today’s market environment, how advisors can use them to address client tax and diversification needs, and what to consider when evaluating opportunities.

This session will give you practical insights you can apply directly to your practice.

You'll learn about:

•   How DSTs can provide clients with tax-efficient real estate exposure
•   Suitability considerations: balancing opportunity with client needs
•   Market trends shaping the future of DSTs
•   Which key questions to ask when evaluating asset managers and offerings

Whether you’re new to DSTs or looking to refine your approach, this webinar will equip you with actionable strategies to better serve your clients.

Register Now

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.