DST 1031 Frequently Asked Questions
We Specialize in DST’s and 1031 Exchanges.
DST 1031 FAQs
What are the different ownership types of replacement properties that qualify in a 1031 like-kind exchange?
How does a delaware statutory trust (DST) work?
Are the benefits of investing in a DST in a 1031 like-kind exchange similar to buying active physical real estate?
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?
Do DST replacement properties have a minimum investment typically?
Is there a maximum investment amount per property replacement interest offering?
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.
Interested in the Delaware Statutory Trust 1031 Exchange Process?
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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.
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.
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