TAX-EFFICIENT INVESTMENT STRATEGIES
Planning to Sell Investment Real Estate?
Helping investors explore potential 1031 exchange replacement properties, Delaware Statutory Trusts (DSTs), Qualified Opportunity Zone investments, bonus depreciation strategies, and alternative investment opportunities across multiple industries, with consideration for your financial objectives and individual tax circumstances.
COMPLIMENTARY
CONSULTATION
INVESTMENT
GUIDANCE
NATIONWIDE
SERVICE
HELPING INVESTORS NAVIGATE
1031 x DSTs
(Delaware Statutory Trusts)
Opportunity Zones
Alternative Investments
Tax Planning Strategies
Learning Resources
START WITH YOUR SITUATION
Explore Tax-Efficient Solutions
Selling Investment Property?
Explore 1031 Exchanges, DSTs, and Opportunity Zones that may help defer eligible capital gains taxes.
Looking for Passive Real Estate?
Discover institutional-quality real estate investment offerings through Delaware Statutory Trusts (DSTs).
Exploring Alternative Investments?
Learn about precious metals, oil, gas, energy rights, wildlife conservation investments, and other alternative offerings.
Looking Beyond Traditional Tax Planning?
Explore advanced tax planning strategies and complementary investment solutions.
TAX-ADVANCED
Investment Opportunities
1031 Exchanges & Delaware Statutory Trusts (DSTs)
Real estate solutions designed to help investors defer eligible capital gains taxes.
Bonus Depreciation Strategies
Explore real estate investments that may offer accelerated depreciation opportunities.
Energy Investments
Investment offerings that may provide tax advantages and portfolio diversification.
Precious Metals
Physical precious metals and vaulting opportunities for investors seeking tangible assets.
Conservation
Investments
Alternative investment opportunities focused on wildlife conservation.
WHAT MATTERS MOST
Your Goals. Your Legacy. Your Future.
Investment decisions often involve more than returns alone.
Our team is here to help you explore opportunities that consider your financial goals, property management preferences, tax circumstances, and the future you envision for your family.
Reduce Active Management
Legacy and Family Planning
Professional Management
Tax-Aware Planning
Diversification Across Assets
Ongoing Guidance and Education
SOLUTIONS FOR INVESTORS AND PROFESSIONALS
Who We Serve
Financial Advisors
A FOUNDATION OF TRUST
Experience. Integrity. Commitment.
FINRA-Regulated Brokerage
Through Our Affiliated Broker-Dealer
300+
Past and Current
Combined Offerings
50 +
Years of Combined Experience
OUR PROCESS
A Simple Process Focused on You
Tell Us About Your Situation
Review Available Options
We provide information on investments offerings that may align with your objectives.
Share your questions and goals in a complimentary consultation.
Discuss Possible Strategies
We explore approaches that may be appropriate for your unique situation.
Determine your next steps.
We're here to guide you through the process, answer your questions, and help you make informed decisions at every step.
SCHEDULE A COMPLIMENTARY CONSULTATION
Let's get in touch !
Schedule a complimentary 30 minute conversation with our team to discuss your situation and explore investment strategies that may be appropriate for you.
Nationwide guidance
Educational conversation
Available by phone or Zoom
WHAT YOU CAN EXPECT
Understand Your Situation
We take the time to learn about your goals, and your unique circumstances.
Explore Available Strategies
We'll discuss investment solutions that may align with your objectives.
Explore Your Investment Options
Learn about the process, timing, and important considerations associated with tax-aware investment strategies to help you make informed decisions.
No Commitment. We're here to help.
NOT READY TO SCHEDULE?
REGISTER HERE
Fill out the form below, download our educational resources, guides and eBooks. We will connect with you shortly:
*Accredited investors are defined under SEC Rule 506 of Regulation D. Generally, an investor is deemed accredited if their net worth is greater than $1,000,000 exclusive of their primary residence and/or their annual income exceeds $200,000 for the current and past two years. Click here to learn more.
Prefer to talk?
Call or text at (801)-815-6619
ray@1031dstgroup.com
WHAT OUR CLIENTS SAY
“I wanted to defer taxes and simplify my investments, and 1031 DST Group did just that. The tax savings have been a big help. I'm very pleased with how it all worked out.“
— Carol S.
“They helped me reinvest all my real estate gains in a way that made sense for my retirement. They took care of the details, and I'm now enjoying stable income. I'd recommend them to anyone in my shoes.“
— Robert M., Retired Investor
“Ray has proven to be a creative and savvy manager of my portfolio. He actively reviews opportunities and we have frequent discussions about the appropriation of my funds. I strongly recommend Ray's services.“
— Mark O., Business Owner & investor
*Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
STAY INFORMED. STAY AHEAD.
Resources & Insights
Explore upcoming events, expert insights, and educational resources designed to help informed, tax-aware investment decisions.
EDUCATIONAL RESOURCES
eBooks & Guides
Access our library of eBooks, guides, and investor resources covering 1031 exchanges, DSTs, tax-aware planning, and investment fundamentals
FEATURED ON C-SUITE NETWORK
INSIGHTS FROM OUR CEO
Explore educational articles by our CEO & Co-Founder Ray DeWitt, published on the C-Suite Network, covering 1031 exchanges, Delaware Statutory Trusts (DSTs), tax-aware planning, and investment strategies
UPCOMING EVENTS
Join our monthly webinars featuring tax professionals and industry experts. Live sessions, Q&A, and valuable insights.
STAY CONNECTED
Find Us on Your Favorite Apps. Follow us for educational content, webinar invitations, and real-world investment insights. Always in your feed. Always in your pocket.