Your Opportunity to
Retire from Property Management and
Defer the Tax Liability
If You’ve Considered a 1031 Tax-Deferred Real Estate Exchange You Should Know About the DST
What is a 1031 Exchange?
A 1031 exchange is a like-kind exchange used by real estate investors which allows for the deferral of taxable gains including accumulated depreciation. These gains could cost an investor up to 40% in taxes.¹
What is a DST?
A Delaware Statutory Trust (or DST) is an entity that is used to hold title to investment real estate. DST’s are designed to meet the requirements of a Section 1031 tax-deferred exchange.
Potential Benefits of a DST
Defer gains & accumulated depreciation through the 1031 exchange process
Relief from day-to-day management duties
Receive monthly income (typically 5-8% annually)²
Institutional management of the trust property
Ability to diversify by geography & property type
Close in as few as 3 days
Examples of DST properties include:
a 500-unit, Class-A, multifamily apartment complex, a collection of 32 different self-storage facilities, and a medical office building with an investment grade tenant and a long-term, triple-net lease. DST properties are also available in office, retail, industrial, senior living, student housing and more.
Scott Carl is a CERTIFIED FINANCIAL PLANNER™, licensed stock broker and investment advisor.
Since 2007 Scott has assisted high net worth families with their investment and financial planning needs.
He specializes in tax-preferred investments such as 1031 DSTs, Qualified Opportunity Zone funds and non-traded REITs.
Based in Wilmington, NC, and serving clients nationwide.