Defer the tax. Keep the equity working.
A 1031 exchange lets you sell an investment property and roll the proceeds into a like-kind property, deferring capital gains taxes. A Delaware Statutory Trust qualifies as replacement property - giving you the tax deferral without taking on a new landlord role.
A 1031 exchange lets you sell an investment property and roll the proceeds into a like-kind replacement property, deferring federal capital gains taxes on the sale. The IRS requires you to identify a replacement property within 45 days and close within 180 days. A Qualified Intermediary must hold the funds during the exchange - you cannot touch the money yourself.
A DST is a legal ownership structure that qualifies as like-kind replacement property under IRS rules. Instead of buying a new property outright, you invest into a DST that owns institutional-grade real estate - think apartment communities, medical office buildings, or net-lease retail. You get the 1031 tax deferral without taking on any landlord responsibilities.
Yes. That is exactly what a DST is designed for. You exit your active property, complete the 1031 exchange into a DST, and step out of the management role entirely. The DST sponsor handles operations. You receive your share of income distributions and still defer the capital gains tax.
Minimums vary by offering and sponsor. Many DST investments start in the range of $25,000 to $100,000. Most require accredited investor status. Contact us to discuss specific offerings currently available and whether they fit your situation.
DST investments are illiquid and not publicly traded. You cannot easily sell your interest if your needs change. They carry the full risk profile of commercial real estate - vacancy, changing market values, and potential loss of principal. These are long-term positions suited for accredited investors who understand and can absorb those risks. We will not recommend one if it is not the right fit.
Most require accredited investor status - individual income over $200,000 (or $300,000 joint) for two consecutive years, or a net worth over $1 million excluding your primary residence. A 15-minute call is usually enough to determine whether any of this applies to your situation.
Reinvest capital gains. Invest in long-term growth.
QOZ funds allow investors to defer - and potentially reduce - taxes on capital gains by investing in designated communities. Investors who hold for ten or more years may exclude gains on the fund itself from federal taxes entirely.
A QOZ fund is an investment vehicle that deploys capital into federally designated Opportunity Zones - communities targeted for economic development. Investors who roll capital gains into a QOZ fund within 180 days of a sale can defer those gains, and investors who hold for at least 10 years may exclude appreciation on the fund itself from federal taxes entirely.
Almost any capital gain qualifies - from the sale of stock, real estate, a business, or other appreciated assets. The gain must be invested into a QOZ fund within 180 days of the triggering sale.
To receive the full tax benefit - exclusion of gains on the fund investment itself - you must hold your QOZ fund interest for at least 10 years. This is not a short-term strategy. If you may need liquidity within that window, a QOZ fund is likely not the right tool for your situation.
A 1031 exchange defers gains from real estate and requires reinvestment into like-kind real estate. A QOZ fund can receive gains from almost any asset class and invests into designated zones - which may or may not involve real estate. The 10-year hold in a QOZ fund also offers the potential to eliminate gains on the investment itself, which a 1031 exchange does not.
QOZ funds are illiquid, long-term investments in developing areas. Returns are not guaranteed, and the underlying projects carry development and market risk. The tax benefits are real, but they do not make a bad investment a good one. We evaluate QOZ funds carefully before recommending them.
Institutional access. Individual investor scale.
Private placements offer access to institutional-grade real estate - senior housing, industrial facilities, non-traded REITs, grocery-anchored retail - not available through traditional brokerage accounts. Available to accredited investors only.
Private placements are investment offerings not registered with the SEC for public sale. In real estate, they typically involve pooled capital invested into institutional-grade properties - senior housing, industrial facilities, non-traded REITs, grocery-anchored retail - that individual investors cannot easily access through traditional brokerage accounts.
Private placements are available to accredited investors only. That generally means individual income over $200,000 (or $300,000 joint) for two consecutive years, or a net worth over $1 million excluding your primary residence. Some offerings may have additional suitability requirements.
They are not liquid in the traditional sense. Private placements do not trade on public exchanges. Most have defined hold periods - often 5 to 10 years - and limited secondary market options. You should not commit capital you may need access to in the near term.
It depends on the specific offering. We work with sponsors across senior housing, medical office, industrial, net-lease retail, and multifamily. The specific opportunity available at any given time depends on what is currently being offered and what fits your situation.
We review sponsor track record, deal structure, projected distributions, fee transparency, and alignment of interest before recommending anything. We do not receive selling compensation that creates conflicts. If a deal does not meet our standards, we do not bring it to clients.
Most of these strategies require accredited investor status - generally individual income over $200,000 (or $300,000 joint) for two consecutive years, or a net worth over $1 million excluding your primary residence. A 15-minute call is usually enough to determine whether any of these strategies apply to your situation.
A 1031 exchange allows an investor to sell an investment property and reinvest the proceeds into a like-kind property, deferring federal capital gains taxes on the sale. The IRS requires you to identify a replacement property within 45 days and complete the purchase within 180 days. A Qualified Intermediary must handle the funds during the exchange.
Yes. A Delaware Statutory Trust qualifies as a like-kind replacement property under IRS rules, meaning you can complete a 1031 exchange without taking on direct property ownership or management responsibilities.
Minimums vary by offering and sponsor. Many DST investments have minimums in the range of $25,000 to $100,000. Contact us to discuss the specific offerings currently available.
DST and private placement investments are illiquid, not publicly traded, and carry the full range of risks associated with commercial real estate including vacancy, market value changes, and potential loss of principal. These investments are suitable only for accredited investors who understand and can tolerate these risks.
Most of these strategies require accredited investor status - generally individual income over $200,000 (or $300,000 joint) for two consecutive years, or a net worth over $1 million excluding your primary residence. A 15-minute call is usually enough to determine whether any of these strategies apply to your situation.
Every situation is different. A 15-minute call usually clarifies whether any of these strategies apply to what you are dealing with - and what the actual numbers look like.
No obligation. No pitch. Just a straight answer.
Download the 1031 Exchange Decision Guide - plain English, no jargon, no obligation.
