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Diversifying a 1031 Exchange with Delaware Statutory Trusts (DST)

real estate investment

If you own commercial real estate and have successfully exchanged like-kind property, great job!  A 1031 exchange is no simple task as there are many moving parts involved.  Even more challenging, is the ability to successfully diversify into multiple properties within an exchange.  Strict 45-day property identification and 180-day closing timelines can make diversifying a […]

Using a Delaware Statutory Trust (DST) as 1031 Exchange Backup

Hand cursor clicking a cloud shaped backup button, 3d render, white background

For investors who are considering or in the process of using a 1031 exchange, there can be many challenges associated with successfully closing.   A few of these challenges today involve: Ability to source, identify, analyze, inspect and value replacement properties Ability to secure financing Ability to secure an appraisal at a sufficient value Ability […]

10 Potential Advantages of Owning a Delaware Statutory Trust (DST)

Integra Sunrise Parc (Kissimmee, FL)

A Delaware Statutory Trust or DST is a legal entity created under Delaware Law that permits fractional ownership of real estate assets.  Real estate held within a DST is eligible for 1031 exchange as long as the property complies with the requirements of IRS Revenue Ruling 2004-2086. There are several potential benefits to owning a […]

Exchange-X – How it Works

exchange-X

Over the past few weeks, we have discussed many topics including what is a 1031 exchange, what is a Delaware Statutory Trust (DST) and how investors can strive to build passive wealth by applying these powerful investment tools.   In this article we will uncover some important topics and answer the following questions: What is […]

Understanding Delaware Statutory Trusts (DSTs)

Zurich Corporate Headquarters (Schaumburg, IL)

In today’s market, there is no shortage of investment vehicles to choose from.  The goal is to find the best investments to suit a well-balanced portfolio.  Recently, real estate owners and investors alike are taking notice to owning Delaware Statutory Trusts (DST) and the many potential advantages they provide. In this article we are going […]

Real Estate Investments with 1031 Exchange: Key Strategies

property investment graph

A 1031 exchange, also known as a like-kind exchange, is a powerful tax strategy that allows real estate investors to defer capital gains taxes by selling one property and acquiring a similar replacement property. This strategy has gained popularity among savvy investors looking to potentially maximize their returns and build long term wealth. This comprehensive […]

Investing for Cash Flow Potential: The Power of DSTs for Cash Investors

counting money with calculator

In today’s ever-changing financial landscape, investors constantly seek opportunities to provide them with the potential for steady cash flow and financial security. One such avenue that has gained significant popularity is investing to seek cash flow using Delaware Statutory Trusts (DSTs). This article explores the power of DSTs for cash investors and sheds light on […]

A Solution for Your 1031 Exchange

woman shaking hands

Difficulty finding suitable replacement properties? Nearing the end of your exchange ID window? Difficulty securing financing Tired of property management headaches? Looking to diversify your real estate portfolio?   Real estate investing today is more competitive than ever.  Whether identifying the right investment, competing in an overcrowded marketplace, securing adequate financing, or fulfilling strict 1031 […]

5 Steps to Take Before Your 1031 Exchange

businessman with clasped hands planning next move at chess board

So, you have decided to go through with a 1031 exchange to defer costly capital gain and depreciation recapture taxes.  Smart move!!  With that in mind, a 1031 Exchange can be a daunting process which may leave most property owners in confusion.  There are many steps to consider upon selling your property which only seasoned […]

What is a Delaware Statutory Trust (DST)?

Exchange-X property types

https://www.youtube.com/watch?v=r6n03R9FHM8 Purchasing real estate in today’s market has never been more challenging. Economic uncertainty, competitive markets, local laws, and a variety of other factors have added layers of complexity to the purchasing process.   A few of these complexities today involve: Ability to source, identify, analyze, inspect and value replacement properties Ability to secure financing […]

The Future of 1031 Exchanges

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Full Disclaimer Copyright 2024 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.
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