1031 Real Estate Exchange & DSTs

The 1031 Exchange is thought by many to be one of the more powerful tax deferral tools currently available. Internal Revenue Code Section 1031 allows real estate investors to defer costly capital gains and recapture taxes by reinvesting in like-kind real estate. Though while many investors are familiar with the 1031 Exchange strategy, very few understand or are even aware of Delaware Statutory Trusts (DST's). We have the experience required for advisors to properly guide our clients when using a DST to protect or potentially benefit a 1031 Exchange.

In addition to allowing the owner to defer taxes, a 1031 Exchange might offer the following:

  • Wealth Preservation By Maximizing Re-investment Potential
  • Moving From Active To Passive Investment Benefits
  • Maximize Re-investment Potential
  • Diversify Or Consolidate
  • Preserve Estate Step-Up In Cost Basis