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What We Do

Most real estate owners spend decades building value in their properties, only to face difficult decisions when it comes time to retire. Selling investment property often triggers significant capital gains and depreciation recapture taxes, while reinvesting the proceeds can introduce new risk and management responsibilities.

Glenn Fredrickson specializes exclusively in Delaware Statutory Trusts (DSTs), helping real estate owners in Oklahoma, Texas, Kansas, and Arkansas transition from active property management to passive retirement income while addressing tax efficiency and long-term planning concerns.
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WHAT IS A DELAWARE STATUTORY TRUST (DST)?

A Delaware Statutory Trust (DST) is a legally recognized ownership structure that allows multiple investors to hold fractional interests in institutional-quality real estate. DSTs are commonly used as replacement property in a 1031 exchange and are designed for investors seeking passive ownership.

Key characteristics of DSTs include:

  • Professionally managed real estate
  • No active management responsibilities for investors
  • Potential eligibility for 1031 tax deferral
  • Potential for Monthly or quarterly income distributions
  • Diversification across property types and geographies

For many real estate owners, DSTs provide a way to exit active ownership without immediately triggering taxes or taking on new operational risk.
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WHY REAL ESTATE OWNERS WORK WITH A DST SPECIALIST

Delaware Statutory Trusts are not traditional investments,and they are not appropriate for every investor. Evaluating DST offerings requires specialized knowledge, experience, and due diligence.

Many financial advisors offer limited exposure to DSTs or rely on a small number of sponsors. Glenn’s practice is dedicated exclusively to DST planning, allowing for a broader and more objective review of available options.

Glenn helps clients:

  • Understand how DSTs fit within a 1031 exchange
  • Evaluate multiple DST sponsors and offerings
  • Construct diversified DST portfolios
  • Align income expectations with retirement needs
  • Coordinate with CPAs and attorneys

This specialization allows for informed planning rather than one-size-fits-all recommendations.
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GLENN FREDRICKSON’S EXPERIENCE WITH DST PLANNING

Glenn Fredrickson brings both real estate experience and retirement planning expertise to DST strategy. He spent 13 years at Transamerica, working with more than one billion dollars in retirement assets and serving as Regional Vice President for Oklahoma, Arkansas, and Kansas. He obtained his securities license in December 2017.

In December 2020, Glenn founded GDF Financial to focus exclusively on helping real estate owners retire using Delaware Statutory Trusts. For the past five years, his practice has centered on DST education, portfolio construction, and long-term planning for property owners transitioning out of active management.
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INDEPENDENT DST PORTFOLIO CONSTRUCTION

GDF Financial operates independently and is not limited to a single DST sponsor. This independence allows Glenn to review a wide range of DST offerings and build portfolios based on client objectives rather than product availability.

DST portfolios may be structured to address:

  • Income stability
  • Property type diversification
  • Geographic diversification
  • Risk tolerance
  • Timing of 1031 exchange deadlines

For many clients, this approach provides clarity and confidence during a complex transition.
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WHO THIS IS FOR

DST planning may be appropriate for:

  • Owners of commercial or investment real estate
  • Individuals approaching retirement
  • Property owners seeking passive income
  • Investors completing a 1031 exchange
  • Owners looking to reduce management responsibilities

DSTs are not suitable for every investor. Glenn works with clients and their advisors to determine whether a DST strategy aligns with their financial objectives.

Glenn D. Fredrickson

Specializing in Delaware Statutory Trust (DST) for Real Estate Owners

Glenn Fredrickson works exclusively with real estate owners in Oklahoma,Texas, Kansas, and Arkansas with Delaware Statutory Trust’s (DSTs). His practice is dedicated to helping property owners transition from active real estate management into passive retirement income using DST strategies.

Glenn began his career in real estate, advising property owners across the central United States. Over time, he repeatedly encountered the same issue: business owners would sell their operating companies, but buyers often declined to acquire the real estate. This left sellers holding unwanted property tied to a business they no longer owned—often without a defined retirement or tax strategy.

To deepen his retirement planning expertise, Glenn spent 13 years at Transamerica, where he was responsable for more than one billion dollars in retirement assets. He served as Regional Vice President for Oklahoma, Arkansas, and Kansas and earned his securities license in December 2007. During this time, he gained extensive experience evaluating retirement strategies across multiple market environments.

While working with real estate owners, Glenn consistently saw traditional financial advice fall short. Many property owners were advised to sell real estate, pay capital gains and depreciation recapture taxes, and reinvest the remaining proceeds—often without considering the long-term income impact. For real estate investors, this approach frequently reduced retirement capital rather than preserving it.

In December 2020, Glenn left Transamerica to establish GDF Financial. For the past five years, his practice has focused exclusively on Delaware Statutory Trust (DST) planning for real estate owners. DSTs allow qualifying property owners to exit active management, potentially defer taxes, and generate passive retirement income through professionally managed real estate.

Glenn works with various DST sponsors and remains independent in his selection process. This independence allows him to build diversified DST portfolios tailored to each client rather than limiting recommendations to one or two offerings. Glenn works closely with CPAs and attorneys to help ensure DST strategies align with broader tax and estate planning goals.

Today, Glenn Fredrickson specializes in creating Delaware Statutory Trust(DST) portfolios for property owners in Oklahoma, Texas, Kansas, and Arkansas. GDF Financial was founded on a simple principle: real estate owners deserve dedicated DST expertise and proactive planning before they sell—not after.

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Portrait of Glenn Fredrickson wearing a dark suit, light blue shirt, and striped tie, with a blurred green background.
Glenn and his wife live in Edmond, OK  They have two kids, one dog, and two cats. He loves to read, fish, golf, and he also competes on a competitive BBQ team.
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Any information provided on this site is for informational purposes only. Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA.org SIPC.org GDF Financial and Colorado Financial Service Corporation are separate entities. This site is not an offer to sell, or a solicitation of an offer to buy securities. All investments involves risk. Past performance is not indicative of future results. Any information provided on this site has been prepared from sources believed to be reliable but is not guaranteed by GDF Financial or Colorado Financial Service Corporation and is not a complete summary or statement of all available data necessary for making an investment decision. Investment in Delaware statutory Trusts (DST) are speculative and involves substantial investment, real-estate and tax risks. There are no guarantees of cash flow, distributions or real estate appreciation. Investors could lose some or all of their investment in the DST. Investors are encouraged to review the Confidential Private Placement Memorandum in its entirety and consult with their own legal, tax, financial and business professionals prior to investing. Offers can only be made through the Private Placement Memorandum. Investments in DST’s are for accredited investors only. OSJ branch located at 188 Inverness Drive West, Ste. 100 Centennial Colorado 80112. Securities only available in states where registered representatives are registered. Check the background/registrations of the investment professional on https://brokercheck.finra.org.

GDF Financial, LLC 2021