Phoenix American publishes 1031 / DST Trends White Paper with insights from key industry experts and sponsors

SAN RAFAEL, CALIFORNIA, March 29, 2021 / PRNewswire / – Phoenix American, a full-service fund management provider for alternative mutual funds, including DSTs, celebrated the 100th anniversary of the tax rule that made such an exchange possible. 1031 turns 100: Industry insights into the DST market analyze the development of the Delaware Statutory Trust, the investors and sponsors involved in these investment programs and offer perspectives from key participants in the industry.

With insights from Mountain Dell Consulting, the Institute for Portfolio Alternatives, Inland Private Capital Corporation, Capital Square, Passco Companies and RA Stanger

The paper draws on observations from Phoenix American as fund manager, market data from Mountain Dell Consulting, and input from Capital Square Realty Advisors, Domestic Private Real Estate, Passco Companies, and the Institute for Portfolio Alternatives (IPA).

Key takeaways from the report include an analysis of the performance of summer time during the Covid-19 pandemic, how it compares to that of tenancy-in-common (TIC) investments during the Great Recession and what they say about the persistence of summer time during the great recession predicts economic downturns.

• The typical DST investor profiles the average participant currently transitioning to a DST and how that profile differs from the general perception.
• The evolution of exchange investment deals with the origin of the like exchanges, the advent of TICs and the development of summer time based on the lessons of the great recession.
• Federal considerations discuss the prospects of the new Biden government on rule 1031 and the likelihood of a material change in the similar exchange provisions.
• Market trends underline the recovery of the 1031 investment market since the Great Recession, the new dominance of summer time and its practical differences from the TIC structure.
• Sponsor Landscape examines the large and small sponsors in the DST investment market.
• Perspective Spotlights offer analyzes and perspectives from one of the leading trade associations in the industry and two of the leading DST sponsors that provide information about the opportunities and risks in the industry.

“Our customers are very successful with DSTs,” he said Ned Montenecourt, Chief Compliance and Risk Officer for Phoenix American. “We’re excited to share some of the perspective we’ve gained in this dynamic corner of the investment landscape.”

About Phoenix American

Phoenix American Financial Services provides fund sponsors in the alternative investment industry with full service fund administration, fund accounting, transfer agent and investor services, and sales and marketing reporting. The American aircraft group Phoenix offers managing agent and accounting services for securitisations specializing in the commercial aviation leasing industry. The company is a subsidiary of Phoenix American Incorporated and Phoenix American SalesFocus Solutions, providers of cloud-based MARS CRM, sales and marketing reporting and compliance management solutions for banks, insurance companies, asset management companies and other financial services companies. Phoenix American was founded in 1972 and is headquartered in San Rafael, CA.

For more information, contact Phoenix American at 1-866-895-5050 or www.phxa.com.

Media contact
David Fisher
director
310-621-7822
[email protected]

SOURCE Phoenix American Financial Services