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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.