What is a Delaware Statutory Trust?

Whether this is your first time or 15th time selling property, you know appreciation is taxable–between 15% and 35%–unless you can identify a 1031 that allows you to defer the taxable consequences. Read More

Passive Exchange Process

Based on your investment goals, the dedicated Passive Realty Group team will help you choose between a variety of property types, including multi-family, retail, office, medical and industrial. Read More

Benefits of a DST

Own real estate without the management responsibilities, earn passive income from institutional quality properties and tenants, lower/no income tax, and step up cost basis for estate planning. Read More

How We’re Different

We spend every day focused on the intricacies of 1031 DST exchanges so that we’re able to simplify the process and personally guide each client to customized, appropriate, and strategic investment decisions. Read More

WHAT IS A DELAWARE STATUTORY TRUST?

Whether this is your first time or 15th time selling property, you know that appreciation is taxable– typically anywhere between 15% and 35%–unless you can identify a 1031 that allows you to defer the taxable consequences.

1031 exchanges via a Delaware Statutory Trust allow you to defer taxes and earn passive income. You won’t have the hassle of landlord responsibilities traditionally associated with owning property since these are professionally-managed by premier real estate/financial services firms.

DSTs have additional attractive features, including: low minimums ($100,000) which can allow for broad diversification, “Swap till you drop” allows you to continue to 1031 time and time again, and DSTs give your heirs a step up in cost basis. Also, DSTs come with non-recourse debt ranging from 0% up to 85% in some cases. All these options allow us to build a custom portfolio to meet your debt needs. 

Benefits of a DST: 

  • Defer taxes 
  • Earn passive income
  • No management responsibilities 
  • Access institutional quality properties and institutional quality tenants
  • Diversify around the country and into various property types
  • Invest in states with lower/no income tax
  • Heirs receive a stepped up cost basis
  • Non-recourse debt (if needed) that you don’t have to apply for and you aren’t personally liable for
  • Satisfy “boot” or taxable consequences of difference between relinquished property and acquired property

We specialize in DST’s and all other 1031 scenarios. Give us a call and let us help you choose the right property for your investment.

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