Turn Real Estate Into Impact — How DSTs Unlock Smarter Charitable Giving
If you own appreciated real estate and want to give back, simplify your estate, or reduce your taxes, there’s a smarter path forward.
It’s called a Delaware Statutory Trust (DST)—and it’s quickly becoming the go-to solution for charitably minded property owners who want to:
Avoid capital gains tax
Create passive income
Leave a lasting legacy
Support their church or cause—without complication
At Medalist Diversified REIT (NASDAQ: MDRR), we help real estate owners convert appreciated property into peace of mind—while balancing family wealth planning with charitable impact.
The Problem: Real Estate Is Valuable… But Complicated to Give
Appreciated property is often your most valuable asset—and also your least liquid. When you want to sell or donate it, here’s what gets in the way:
Big capital gains taxes
No simple way to give part of it to charity
Complex estate headaches for your heirs
No liquidity for ministries or nonprofits that receive it
The Solution: DSTs for Giving and Legacy Planning
Whether you’re selling, giving, or doing both, DSTs make it possible to unlock value, reduce taxes, and support causes you care about while still providing for your family.
Here’s how it works:
Step 1: You authorize us to sell the property
We handle the sale, clear the debt, and place proceeds into two DSTs:
Debt-Free DST (for charity): You donate this portion to your favorite charity ➤ Charity receives income-producing REIT shares ➤ You receive a full charitable tax deduction now.
Leveraged DST (for family): You retain this portion for yourself or heirs ➤ You receive passive monthly income ➤ No capital gains tax triggered ➤ Optional step-up in basis at death.
Real Results: A $2M Property Example
A donor owns a $2 million building and wants to give back without losing value.
$1M goes into a debt-free DST, donated to their church → Charity receives ~$50,000/year in income → No property to manage, no debt, no delays.
$1M stays in a leveraged DST for the donor → Donor receives ~$50,000/year in passive income → No tax due on the sale → Retained wealth stays in the family.
Result: $100,000/year in income working for both faith and family.
Why This Works — And Why It’s Different
Most charities can’t accept real estate easily. And most investors don’t know there’s a way to give and keep income at the same time.
That’s where DSTs provide a unique solution:
Defer Capital Gains Tax — Sell appreciated property without immediate tax burden.
Create Lifetime Passive Income — Retain a portion via a leveraged DST.
Make a High-Impact Charitable Gift — Donate a debt-free DST interest.
Receive Immediate Tax Deduction — Based on fair market value of the donated DST.
Simplify Your Estate — DSTs are easy to divide, transfer, and manage across generations.
Control Your Legacy — Blend family wealth planning and charitable impact.
Enjoy Liquidity Options — Charities receive REIT shares (liquid and flexible).
Peace of Mind — Fully managed by Medalist, with IRS-compliant structures.
You’ve Built the Wealth — Now Build the Legacy
Most donors wait too long—and lose control. By acting now, you can take advantage of favorable tax laws, strong market conditions, and the power to make a lasting difference.
This is your opportunity to:
Turn property into a perpetual gift
Gain income now, impact forever
Leave your family a simple, clean estate
Do it all without selling yourself short
Our Promise: We Handle Everything
You don’t need to form a trust, find buyers, or explain complex gifts to a nonprofit. We do it all for you—from property sale to DST setup to delivering shares to the charity.
You stay in control. You decide how much to give. You benefit now—and forever.
Ready to Talk?
Let’s walk through how your real estate can support the causes you love—and provide lifetime income and peace of mind for your family.
📧 Ron Nielsen | rnielsen@medalistreit.com
