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1031 Exchanges and Delaware Statutory Trusts (DSTs)
A 1031 exchange is a vehicle often used when an individual is looking to sell investment real estate in a tax efficient manner enabling the indefinite deferral of capital gains tax.
One way to conduct a 1031 exchange is with a DST, recognized by the IRS as qualified replacement property for the transaction. DSTs provide turnkey solutions to complete exchanges for investors who may not have the time, energy or the real estate expertise to find and/or manage a replacement property.
The successful completion of a 1031 Exchange can be an efficient tax strategy to defer capital gains taxes on your real estate investments, but navigating an exchange can be difficult without the proper resources. We have spent decades building relationships with trusted partners that can provide you with the tools and knowledge to understand the process.
If you are preparing to sell a real estate investment property and are interested in knowing more about how a 1031 might work for you we can assist you at each step along the way, including:
For investors, a 1031 Exchange may provide an effective tax strategy for tax deferral as part of succession and estate planning.
A Delaware Statutory Trust (DST) is a distinct legal entity created under Delaware law that permits fractional ownership of real estate assets that may be used in a 1031 Exchange.