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Seeking to expand and diversify your real estate Portfolio ?

Unlock the potential of Delaware Statutory Trust (DST) properties
for your next 1031 exchange.

What Is A Delaware Statutory Trust (DST)?

DST Potential Advantages

PROPERTY TYPES

Featured Offerings

Current Opportunity

CPA Arbour Commons DST

Arbour Commons is a Class A multifamily complex located in the affluent market of Westminster located just 25 minutes away from downtown…

Asset Class

Multifamily

Syndicated Purchase Price

$170,739,000

Year Built

2014

LTV

43.70%

Targeted Investment Period

7-10 Years

Minimum Investment

$100,000

Current Opportunity

Las Vegas Training Facility DST

LV Training Facility is a newly constructed build-to-suit complex for the Las Vegas Raiders NFL footbal team.  The property consists of…

Asset Class

Mixed Use

Syndicated Purchase Price

$270,381,983

Year Built

2019

LTV

78.70%

Targeted Investment Period

7-10 Years

Minimum Investment

$25,000

Current Opportunity

Moody Village Towers DST

Village Towers is an class A office building with retail space located at 9651 in Houston, Texas on Katy Freeway situated on approximately 5.178 acre…

Asset Class

Office

Syndicated Purchase Price

$210,750,000

Year Built

2020

LTV

37.27%

Targeted Investment Period

7-10 Years

Minimum Investment

$50,000

The DST Industry

DST's Have Grown in Popularity

Securitized Fundraising (TIC And DST)

DST growth chart

*There is no guarantee of success. Investors could incur a loss of all or a portion of their investment
*Source: Mountain Dell Consulting, LLC 2022 Research Report

GET FREE ACCESS

Download 1031 Exchange DST Replacement Property List

Register Now and Receive

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HOW DOES A 1031 EXCHANGE WORK?

Process Of A Typical 1031 Exchange

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EXCHANGER SELLS PROPERTY

and proceeds are escrowed with a Ql

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QUALIFIED INTERMEDIARY TRANSFERS FUNDS

for purchase of replacement property

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INTERMEDIARY COMPLETES EXCHANGE

by acquiring replacement property or properties

Benefits Of Deferred Taxation

EXCHANGE VS. NON-EXCHANGE

SCENARIO

A
B

*Each investor should consider his or her current and anticipated investment horizon and income tax bracket when making an investment decision, as the illustration may not reflect these factors.

**This assumes straight-line depreciation

***This assumes the taxpayer is in the highest applicable federal and state tax brackets. If your tax rate is lower, you could have a reduced benefit.

Benefits Of Deferred Taxation

EXCHANGE VS. NON-EXCHANGE

*Each investor should consider his or her current and anticipated investment horizon and income tax bracket when making an investment decision, as the illustration may not reflect these factors.

**This assumes straight-line depreciation

***This assumes the taxpayer is in the highest applicable federal and state tax brackets. If your tax rate is lower, you could have a reduced benefit.

1031 Exchange Identification Rules

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OPTION 1
THE THREE PROPERTY RULE
The Three Property Rule is the most popular strategy used by 1031 exchangers. With this strategy, you could acquire all three of the identified like-kind replacement properties.
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OPTION 2
THE 200% RULE
Any number of properties, as long as the fair market value of the replacement properties does not exceed 200% of the FMV of all the Exchanged properties
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OPTION 3
THE 95% RULE
Any number of replacement properties as long as the fair market value is at least 95% of the FMV of all the potential replacement properties identified.

Replacement Rules

To successfully complete an Exchange and defer capital gains taxes, investors need to satisfy the following requirements:

multifamily or student housing
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VALUE

Purchase a property of equal or greater value.

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EQUITY

Reinvest all of the equity in a replacement property. Note: Any equity not reinvested will be subject to tax.

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DEBT

Obtain equal or greater debt on the replacement property. Exception: Reduction in debt can be offset with additional cash from the exchanger.

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Timeline

60 DAYS BEFORE SALE
Speak with an Exchange-X Advisor
30 DAYS BEFORE SALE
Browse Exchange-X for 1031 Replacement Properties
7-30 DAYS BEFORE SALE
Open account with QI before sale of property (bonded & insured)
DAY OF SALE
45 & 180-Day 1031 Deadlines Start
45 DAYS AFTER SALE
Identify Replacement Property(s)
180 DAYS AFTER SALE
Close Identified Property(s)

How It Works

Getting started with Exchange-X couldn’t be easier. Follow our 3-step process and reach out with any questions you may have. We’re here for you.

1.
Create an Account

Create an Account

Sign up for a free account to gain instant access to our platform where you can easily become self-accredited, review inventory, download offering memos, and more.

2.
Browse the Marketplace

Browse the Marketplace

The Exchange-X Marketplace makes finding 1031 Exchange replacement properties simple. With over 50 sponsors, we offer the largest selection of DST inventory. 

3.
Invest & Close

Invest & Close

Our advisors will guide you through the closing process. We believe the process should be simple, flexible, and tailored to your needs.  

Why Exchange-X?

Largest 1031 Replacement Property Inventory

State-of-the-Art Investment Platform

$1B+ in
Transactions

70+ Sponsors

50+ years combined experience

20+ year track record

Here Are Some Of Our Great Reviews...

WE CAN'T WAIT TO ADD YOURS

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Bob Kaufman

My experience wasn't good, it was excellent. Peter knows his stuff! In addition, if unavailable, he returns calls usually within an hour or two. He explains, the pros and cons of the 1031 exchange and the DST options. Would strongly …More

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Scott Graham

I've had the pleasure, indeed the honor, to come to know Peter. In pursuit of excellence, he continually improves himself and his knowledge as reflected in his extensive & difficult to achieve line-up of certifications & licenses. His …More

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Janet Johnson

Peter and his team did a wonderful job guiding me through my 1031 exchange and showcasing suitable replacement properties. He was transparent with the pros and cons of every property we reviewed. The closing process was surprisingly simple. Thanks again.

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Terra 1031

Peter takes his job of representing investors best interests before his own very seriously and most importantly for 1031 investors has a sense of urgency. Unlike most DST so-called experts, he actually has worked both in commercial real …More

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Buff Williams

Exchange - X is a premier real estate investment partner. Their service level during and after the transaction is second to none. I highly recommend them!

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Daniel Troup

New to the world of DSTs, I was hesitant to invest. After going through the process and seeing how simple it was to diversify my real estate portfolio, I will be purchasing more in the future. Great experience overall.

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James Hickey

Working with Peter has been easy and educational…he understands the various offerings and communicates in a fashion that makes it easy to understand and weigh decisions.

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Rick Martens

Exchange - X is another muss - no fuss full service real estate advisor. Direct answers, Smoot transactions for 1031 exchange and very professional. Peter will help you through your 1031 exchange with the least amount of anxiety and problems.

  • Past Testimonials do not guarantee future performance or success.
  • Testimonials may not be representative of the experience of other customers.

The Exchange-X Marketplace

The Exchange-X Marketplace offers 1031 exchange investors direct access to over 50 leading DST sponsors and dozens of active offerings from around the country. Simply create an account and gain instant access to the broadest selection of 1031 DST replacement properties. 

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Full Disclaimer Copyright 2023 Exchange-X, LLC. All rights reserved. The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation. Securities offered through Emerson Equity, LLC Member: FINRA, SIPC (CRD#: 130032/SEC#: 801-71293,8-66296). Only available in states where Emerson Equity, LLC is registered. Emerson Equity, LLC is not affiliated with any other entities identified in this communication. For more information, read our Disclosures & Disclaimers and Terms of Service.

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;
  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.
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