OUR CAPABILITIES
ALL DSTs ARE NOT THE SAME
We offer exchange investors, who qualify as accredited investors, the ability to select from a wide range of DSTs with various levels pre-arranged financing with non-recourse fixed rate debt; or all-cash
debt-free DSTs, depending on your particular exchange needs.
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No Debt
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Low Debt
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Moderate Debt
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High Debt
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Custom Debt
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Cash-Out 1031
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Custom 1031 DST & TIC Solutions*
*For sellers exiting $10MM-$15MM+ assets
WHAT MAKES US DIFFERENT?
While many firms are limited in the number and types of 1031 replacement properties they can offer, we provide unique access to a broad range of 1031 DST (Delaware Statutory Trust) programs, including some that many firms simply don't have access to. At any given time, our clients benefit from a selection of over 20 carefully screened, vetted, and approved 1031 DST offerings.
In addition to our extensive DST selection, we offer unique 1031 cash-out strategies and 1031 options featuring targeted shorter-term holds compared to traditional DSTs. Most of our programs also include optional or structured 721 UPREIT provisions. This flexibility empowers investors to tailor their approach according to their family financial objectives and timelines.
We also work on a referral basis only with well-respected qualified intermediaries (QI) and their accredited investor* exchange clients.
Note: We DO NOT provide Qualified Intermediary or QI services. We only provide access to 1031 DST replacement properties.
There are risks associated with investing in 1031 exchanges and Delaware Statutory Trusts (DSTs) available through private placement investments including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated.
The 1031 tax code requires your exchange to happen within a certain timeline.
How many days do I have from the date of my sale?
If you missed your ID or exchange window, you still have some options. Click here to learn more
How much can I potentially save by using a 1031 exchange?
See below for our capital gains estimator to see a hypothetical example for the 2026 tax year.
*Adjusted Gross Income (AGI) is your total gross income from all sources minus certain IRS-allowed "above-the-line" deductions, such as retirement and HSA contributions and self-employment expenses. Do not include itemized or standard deductions as these are "below-the-line" deductions.
The capital gain tax rate for the 2026 tax year goes up from 15% to 20% when your Adjusted Gross Income or AGI exceeds $545,500 (single) or $613,700 (married filing jointly).
The Net Investment Income (NII) tax or Medicare Surtax is applicable when your Adjusted Gross Income or AGI exceeds $200,000 for a single Taxpayer or $250,000 for married taxpayers filing jointly. This 3.8% flat tax rate has not changed since 2013.
Additionally, there may be certain costs or expenses incurred during the ownership of an investment property, or in its sale, that your CPA or tax advisor can identify as eligible deductions.
1031 exchanges are complex and are subject to specific rules and restrictions. The benefits of a 1031 may be adversely impacted by potential changes in tax laws. All financed real estate investments have potential for foreclosure. You should consider the impact of any potential fees and costs with any DST.
