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DST 1031 Headquarters

We Specialize in DST’s and 1031 Exchanges.

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Asset Strategy

Interested in the Delaware Statutory Trust 1031 Exchange Process?
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DST 1031 FAQs

What are the different ownership types of replacement properties that qualify in a 1031 like-kind exchange?
There are a few different paths an exchanger can go down. They first need to decide if they want to be a passive owner or an active owner. If they want to be an active owner, they can look for property locally or nationally and buy that property and continue being an active landlord. If you are looking to become a more passive owner of RE while still completing a 1031 Like-Kind Exchange there are two fractional ownership structures that the IRS has approved. Tennant-in-Common (TICs) and Delaware Statutory Trusts (DSTs) are two passive, fractional ownership structures that the IRS has approved for 1031 exchanges. Please call 855-676-1031 to hear more.
How does a delaware statutory trust (DST) work?
A Delaware Statutory Trust (DST) is a type of ownership structure that is under Delaware law. When a DST is properly structured, it will be deemed a grantor trust for federal income tax purposes and the purchaser of the fractional ownership interest in the trust will acquire an undivided share of the asset(s) held by the DST. If all the rules are followed, DSTs are approved to use in a 1031 Like-Kind Exchange.
Are the benefits of investing in a DST in a 1031 like-kind exchange similar to buying active physical real estate?
A DST may offer potential benefits that maybe similar to owning physical property when conducting a 1031 Like-Kind Exchange. As always, it’s always best to reach out to our firm to explain your personal situation to see if a DST is right for you.

Some of the potential benefits are potential for monthly income, step up in basis at death, diversification of properties (property types and geography), institutional quality property, and hands-off management to name a few.

As in any investment there are risks and the need to be an Accredited Investor (SEC Accredited Investor Definition) so please reach out to 855-676-1031 or our firm to learn more and see if a DST could be a fit.

Are there potential risks associated with DSTs?
Yes, as in any investment there are risks associated with it. First off, you need to be an Accredited Investor (SEC Accredited Investor Definition) because of the complex structure of DSTs. These are usually Reg D, illiquid, long term investments. Like any investment there is possibility of the investment losing money, income stream to stop or decrease, etc. As always, reach out to 855-676-1031 or our firm to see if a DST is the right fit for you. Investors should review all risks before making an investment.
Do DST replacement properties have a minimum investment typically?
Yes, investment minimums vary for each offering, but typically they are $100,000 for 1031 investors and $25,000 for cash non-1031 investors. Minimum investment amounts are clearly disclosed on our Marketplace and the respective Offering Materials. Investment minimums are set by the offering sponsor. Please contact 855-676-1031 or our firm if you have specific questions on minimum investment amounts.
Is there a maximum investment amount per property replacement interest offering?
Maximum investments vary depending on the size of the investment and are the discretion of the offering sponsor.

For investors with more than $1 million to invest, our firm offers customized 1031 options. Please contact us at 855-676-1031 to discuss your needs.

Asset Strategy

Interested in the Delaware Statutory Trust 1031 Exchange Process?
View our assortment of available properties.

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To view a copy of our Customer Relationship Summary (CRS), please Click Here

DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.

There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, lack of liquidity with restrictions on ownership and transfer. Potential cash flow, returns and appreciation are not guaranteed and could be substantially lower than anticipated. Diversification does not guarantee profits or protection against losses.

There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potential adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal.

Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

Advisory services offered through Asset Strategy Advisors, LLC (ASA). Securities offered through representatives licensed with either Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and other disclosures, please click here.

Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

There is no guarantee investment plans will meet its objectives.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Asset Strategy at info@assetstrategy.com. 




























































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