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1031 Exchanges and Delaware Statutory Trusts (DSTs)

A tax-advantaged vehicle used to sell existing real estate holdings

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.

1031 Exchange Management

1031 Exchange Management

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:

  • Assistance working with the Qualified Intermediary
  • Identification of qualifying replacement property investments
  • Obtaining Tax Planning and 1031 analysis 

What is a 1031 Exchange?

For investors, a 1031 Exchange may provide an effective tax strategy for tax deferral as part of succession and estate planning.

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What is a Delaware Statutory Trust?

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.

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