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1031 Exchange DST Specialists

Looking for a 1031 DST property that qualifies for a tax-deferred exchange? We can help you find the right 1031 DST property for your 1031 Exchange.

Transaction Volume
$ 0 B
DST Sponsors
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Offerings
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Years Experience
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multifamily housing

What Is A Delaware Statutory Trust (DST)?

DST Potential Advantages

GET FREE ACCESS

To 1031 Exchange Delaware Statutory Trust (DST) Property List

Register Now and Receive

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The DST Industry

DST's Have Grown in Popularity

Securitized Fundraising (TIC And DST)

DST growth chart

Thare is no guarantee of success. Investors could incur a loss off all or a portion of their investment.

*Source: Mountain Dell Consulting, LLC 2022 Research Report

Featured Offerings

PG Phoenix West DST also known as SpringHill Suites Phoenix West/Avondale, is located at 9950 West Encanto Boule

Asset Class

Hospitality

Offering Price

$35,469,380.00

Year Built

2023

LTV

0.00%

Estimated Hold Period

6 – 8 Years

Projected Year 1 Cash Flow

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Opened in January 2023, BV Ernest Health Neuro Rehab DST features a long-term 20-year Absolute Net lease extend

Asset Class

Medical

Offering Price

$77,667,582.00

Year Built

2022

LTV

0.00%

Estimated Hold Period

5 – 7 yrs

Projected Year 1 Cash Flow

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Moody Med Center I DST more commonly known as Courtyard Houston Medical Center/NRG Park by Marriott hotel….

Asset Class

Hospitality

Offering Price

$33,505,000

Year Built

2009

LTV

0.00%

Estimated Hold Period

5 – 7 yrs

Projected Year 1 Cash Flow

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Diversified Industrial Portfolio V DST (the trust) is a portfolio of two (2) industrial properties….

Asset Class

Industrial

Offering Price

$36,717,523

Year Built

Various

LTV

0.00%

Estimated Hold Period

7 – 10 yrs

Projected Year 1 Cash Flow

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BR Amira DST, commonly known as “Amira at Westly”, is a Class A, garden style apartment community….

Asset Class

Multifamily

Offering Price

$122,691,529

Year Built

1999

LTV

46.17%

Estimated Hold Period

7 – 10 yrs

Projected Year 1 Cash Flow

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Village Towers is an office building with retail space consisting of approximately 325,557 square feet….

Asset Class

Office

Offering Price

$210,750,000

Year Built

2020

LTV

37.27%

Estimated Hold Period

7 – 10 yrs

Projected Year 1 Cash Flow

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PROPERTY TYPES

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.

WHY EXCHANGE-X?

WHY EXCHANGE-X?

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.

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STEP 1
Create an Account

Sign up for a free account to gain access to the Exchange-X platform where you can easily self-accredit, review offerings, download property documents and more.

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STEP 2

Browse Properties

The Exchange-X platform makes finding 1031 Exchange replacement properties simple. With over 70 sponsors, we offer the largest selection of DST inventory.

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STEP 3
Invest & Close

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

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)

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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Here Are Some Of Our Great Reviews...

WE CAN'T WAIT TO ADD YOURS

Terra 1031
14:08 11 Apr 23
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 estate brokerage and securities investing. Highly recommend him as your tax deferred advocate! He is the best
Bob Kaufman
17:50 06 Apr 23
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 recommend him to anyone looking to roll over their capital gain into a 1031 DST to avoid paying all those federal and state cap gains taxes. Also, make sure you start early. Once you make that sale on your present property and have possession of those funds ..it's too late. Peter at Exchange-X can assist you.If you are contemplating a sale of a real estate asset with a substantial gain you must call Peter, else you will be shut out of an exchange!!
Buff Williams
19:59 31 Mar 23
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!
Janet Johnson
14:21 28 Mar 23
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.
Scott Graham
15:07 24 Mar 23
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 talent and skill stack are hard to replicate. Peter is a high achiever with even higher goals, that I have no doubt he will achieve.

His market knowledge, insight and vision have illuminated areas of investing and CRE that I had not explored. I thank him for that. I highly recommend and trust Peter. Don't miss an opportunity to connect with and work together with Peter. You will be happy you did.
  • Past Testimonials do not guarantee future performance or success.
  • Testimonials may not be representative of the experience of other customers.

Full Disclaimer Copyright 2025 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. For more information, read our Disclosures & Disclaimers and Terms of Service.  Securities offered through Metric Financial Member: FINRA, SIPC. Only available in states where Metric Financial is registered. Metric Financial is not affiliated with any other entities identified in this communication. For additional forms regarding Regulation Best Interest, Customer Relationship Summary, AML Disclosures, Privacy Policy and other important information, please visit Metric Financial.

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.