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1031 & DST

1031 Tax Deferred Exchange

Our team can help you execute a successful 1031 Tax Deferred Exchange. The process requires that like-kind property be exchanged.  We have the ability to access a Delaware Statutory Trust (DST) to satisfy the like-kind property requirement by the IRS.  

Be sure to do advanced planning and have a Qualified Intermediary prior to the exchange.  Contact our office to see how we can help.

The Delaware Statutory Trust (DST)

A DST is a separate legal entity formed as a trust under Delaware law.  If properly structured, the DST will be classified as a grantor trust for federal income tax purposes and, as a result, the purchaser of a beneficial interest in the trust will acquire an undivided interest in the asset(s) held by the DST.  An investor can use a beneficial interest in a DST as replacement property in a 1031 tax deferred exchange.  Contact our office or either advisor below to see how we can facilitate your 1031 Tax Deferred Exchange.

Allie Enroughty

Director of Business Operations & Strategy


With a prominent background in the financial industry, Allie Enroughty began her career in 2011 as a Commercial Credit Analyst at RBC Bank, with the announcement of Pittsburgh based, PNC Bank, acquiring of RBC’s United States...

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Matt Archer

Founder & Managing Partner | Investment Advisor



With a solid background in the financial industry, Matt Archer founded Archer Investment Management in January of 2006. Matt's experience in the financial services industry began as an intern with Merrill Lynch in New York in 1997.

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Nina O'Neal

Partner | Investment Advisor



Nina O’Neal’s experience with affluent families as well as companies both large and small gives her clients a unique perspective in the management of their finances.

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