A R E Y O U A C P A ?
Looking for a resource for clients with capital gains exposure?
We help CPAs deliver tax-aware solutions with confidence, pre-vetted 1031-elegible DST options, clean documentation, DST education, and responsive support.
WE CAN HELP YOU
Does this sound familiar?
Clients facing capital gains after a sale
They need tax-deferral solutions that preserve wealth and keep plans on track
Pressure to identify 1031-eligible options quickly
Tight timelines and limited inventory make replacement searches challenging?
Need for passive replacement property options
Clients may want real estate exposure without the burden of management
SOLUTIONS & SUPPORT
How 1031 DST Group helps you
Pre-vetted DST Solutions
Institutional-quality DSTs and 1031-eligible replacement options with thorough due diligence.
Tax-aware Strategies
We help evaluate the right fit for your client with alternative and available strategies
Client-ready Resources
Educational materials, webinars and guides to help you and your clients make informed decisions
A Reliable Resource for CPAs
Thorough Due Diligence
Rigorous vetting of sponsors, properties, and structure so you can move forward with confidence
Process Clarity
Clear communication, timelines, and paperwork, so exchanges move forward smoothly and on track
Investor Suitability Focus
We focus on aligning solutions with your clients' goals, risk tolerance, and need for passive ownership
Responsive Support
We're here when your need us, with practical guidance and fast follow up
Have a Client Situation You’d Like to Discuss?
Choose a time on the calendar and schedule a complimentary 30-minute conversation with our team to discuss a client’s upcoming sale, capital gains exposure, or need for tax-aware reinvestment options.
Nationwide guidance
Educational conversation
Focused on your goals and questions
Available by phone or Zoom
SCHEDULE A COMPLIMENTARY CONSULTATION
PREFER TO TALK?
Call or Text:
(801) 815-6619
Email:
ray@1031dstgroup.com
NOT READY TO SCHEDULE?
REGISTER HERE
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*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.
A FOUNDATION OF TRUST
Experience. Integrity. Commitment.
$1 Billion+
Assets Under Management
(AUM)
300+
Past and Current
Combined Offerings
50 +
Years of Combined Experience
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.
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FEATURED ON C-SUITE NETWORK
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