1031 Exchanges & Delaware Statutory Trusts (DSTs)

Move from active management to professionally managed real estate. Defer taxes. Diversify with confidence.

DSTs are a potential 1031 exchange solution tool for 1031 exchanges, allowing you to invest in institutional-quality real estate without the management responsibilities.

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WHAT IS A DST?

Delaware Statutory Trusts (DSTs)

A Delaware Statutory Trust (DST) allows eligible investors to acquire fractional ownership in large, professionally managed commercial real estate. DSTs may qualify as replacement property in a 1031 exchange, helping investors defer eligible capital gains taxes while remaining invested in real estate.

Investors may receive a proportional share of cash flow, potential appreciation, and depreciation benefits when leverage is present, without the day-to-day responsibilities of property management.

$A house outlined with four puzzle pieces inside, representing a fractional ownership or a delaware statutory trust$

Fractional Ownership

A document revised by the irs checking that it is an available approved trust as a 1031 exchange replacement property

IRS-Approved

As 1031 Exchange Replacement Property

Outline of a hand holding a high quality sign with a checkmark inside representing an investment opportunity

Institutional-Quality
Real Estate

Person relaxing in peace knowing their investments are high quality and safe, coffee mug nearby, and clouds, no management

Management-Free

Line drawing of a hand holding an opened folder with representing high quality packaged investments

“Pre-Packaged”
Investments

Silent alarm icon with a bell crossed out representing a quiet stress free no management passive investment

No Capital Calls or
Out of Pocket Expenses

HOW DOES A 1031 EXCHANGE WITH A DST WORK?

A Structured Approach to 1031 Exchange Planning

Simple illustration showing a building with a person and a $100,000 purchase labeled, then an arrow pointing to another building labeled with a $300,000 sale, representing 1031 exchange what is, real estate dst

Jim set up his
exchange and sold
the building for
$300,000

Jim bought a
commercial
office space for
$100,000

An icon representing a return of investment in a 1031 exchange properties

An illustration comparing two buildings, each labeled with a $150,000 purchase cost, and a person standing between happy receiving a passive income from a high quality investment

Jim re-invested all of his profit into
new, no-management investments
providing him competitive monthly income, while deferring his capital gains tax liability

Eligible Property Types

Diversify Your Portfolio with Real Estate Assets Qualified for Like-Kind Exchanges

MULTIFAMILY

Any residential property that contains more than one housing unit, such as a duplex, a townhome or an apartment complex

MEDICAL/HEALTH CARE

Buy or develop, and/or manage, properties/buildings and lease them to members of the medical community looking for spaces to offer medical services to the public

STUDENT HOUSING

Student housing is a subset of the multi-family asset class and is characterized as housing principally serving undergraduate or graduate college students

INDUSTRIAL / DISTRIBUTION

Any structure(s) used or intended for use as a business enterprise for manufacturing, processing, or assembling any product, commodity or article

RETAIL

Establishments that build and develop shopping and entertainment properties such as shopping malls, clothing shops, floral shops, and many more

COMMERCIAL OFFICE SPACE

Property that is used exclusively for business-related purposes or to provide a workspace rather than as a living space, which would instead constitute residential real estate