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Delaware Statutory Trust 1031 Exchange

Delaware Statutory Trust 1031 Exchange Info

if you have a rental piece of real estate weather it is a multi family home, or a commercial building, you have capital gains. You are concerned about the capital gains tax on your real estate that you must pay to the government. You may have heard about the Delaware Statutory Trust 1031 Exchange to help defer the capital gains tax. Deferring the capital gains tax on your real estate sounds appealing, but you may not full understand what a Delaware Statutory Trust 1031 Exchange is, and how the DST 1031 exchange process works. In this article, we will explain some of the benefits of a Delaware Statutory Trust 1031 Exchange, some of the risks of a Delaware Statutory Trust 1031 Exchange, and how the Delaware Statutory Trust 1031 Exchange process works so you can be fully educated! After reading this Delaware Statutory Trust 1031 Exchange article, and you still have questions, you can fill out the form below, or call our office directly and we will be happy to provide you with more info! 

Benefits Delaware Statutory Trust 1031 Exchange

After doing your research about the Delaware Statutory Trust 1031 Exchange, you want to know what the benefits are. Some of the Delaware Statutory Trust 1031 Exchange benefits include -

  • Deferring capital gains tax
  • Passive monthly income
  • Diversification of real property investments 
  • Appreciation on 1031 DST properties
  • No property management headaches 
  • Quick easy process with quick close
  • No upfront out of pocket fees

These are some great benefits Delaware Statutory Trust 1031 Exchange, but everyone wants to know what the Delaware Statutory Trust 1031 Exchange risks are. Some of the risks Delaware Statutory Trust 1031 Exchange include non liquid investment, long hold of 5-7 years, and lack of control of properties. As you can see, the benefits Delaware Statutory Trust 1031 Exchange outweigh the Delaware Statutory Trust 1031 Exchange risks. There are also many other companies that are very high risk, and we would help you identify those for you in your Delaware Statutory Trust 1031 Exchange info research. For example we have done some Kay Properties Reviews on another DST 1031 sponsor for you to review.  If you would like to know more about the Delaware Statutory Trust 1031 Exchange please fill out the form below, or call our office at 805-583-2720 and we would be happy to answer any questions you have! 

Process Of Delaware Statutory Trust 1031 Exchange & Timeline 

The next steps to consider is the timeline and the process of the Delaware Statutory Trust 1031 Exchange. There are a few major things to consider when doing either a 1031 exchange, or a Delaware Statutory Trust 1031 Exchange. The first, and most important thing to know and consider is making sure you have a qualified intermediary setup and in place. The qualified intermediary acts as the "escrow" in the transaction but is required by the IRS. In order to be in compliance with your Delaware Statutory Trust 1031 Exchange. The qualified intermediary (QI) works with the escrow to divert the closing proceeds to the DST investment portfolio to ensure you do not take constructive receipt of the funds. When you have the qualified intermediary setup in your Delaware Statutory Trust 1031 Exchange, and you close escrow on your property, you have 45 days to identify your replacement property. There are many different rules to be in compliance with the IRS such as the 3 property rule, 200% rule, and 90% rule. We will work with you to find out the best means in identification in your 45 days if you have debt on your property. 

If you are ready to learn more about the Delaware Statutory Trust 1031 Exchange or stat the process, please fill out the form below, or call our office at 805-583-2720 and we will provide you with as much info as you need, and answer any and all questions that you may have in regards to your Delaware Statutory Trust 1031 Exchange! We look forward to speaking with you. 

The Winthco Wealth Management Team 


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Delaware Statutory Trust 1031 Exchange Team