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1031 Exchange Investment Alternatives


1031 Exchange Investment Alternatives To Invest In

If you are selling, or have recently sold a piece of real estate that is your rental property, then you are looking for 1031 Exchange Investment Alternatives. You may have been managing your rental property for an extended period of time, and you are looking to sell the property because you are done managing it. You may be in a situation where you cannot collect rent due to the corona virus (COVID-19) and you want to sell your real estate rental property because of this. All of these scenarios are valid, but you may have some serious capital gains that are taxable. You are familiar with a 1031 exchange to defer your capital gains tax. However, you do not want to own another piece real estate. You want to know what kind of 1031 Exchange Investment Alternatives are out there and what you can do to defer your capital gains tax. There are not too many 1031 Exchange Investment Alternatives that are available to you. However, one of the best viable 1031 Exchange Investment Alternatives is 1031 exchanging into a Delaware Statutory Trust (DST). What is a Delaware Statutory Trust (DST) and how can these 1031 Exchange Investment Alternative help defer your capital gains tax. We will discuss the DST 1031 Exchange Investment Alternative in the next paragraphs. If you have questions regarding 1031 Exchange Investment Alternatives, or questions in general relating to the 1031 Delaware Statutory Trust, please fill out the form below, or call our office directly 805-583-2720 and we will help answer your questions! If you would like to visit the Winthco Wealth Management office in person to discuss your 1031 exchange investment alternative products, you can do so at - 1871 Tapo St. Simi Valley California 93063.

1031 Exchange Investment Alternatives - Utilizing The DST To Defer Capital Gains Tax

If you do not want to continue to invest in physical real estate and manage these properties, then the DST is a great 1031 Exchange Investment Alternatives for you as an investor to receive passive monthly income. You may not be familiar, or ever heard of a 1031 DST, so we will help provide you some basic info on what a DST 1031 is when looking at 1031 Exchange Investment Alternatives. The Delaware Statutory Trust is used to 1031 exchange your investment rental property and exchange the proceeds into a portfolio of investment properties that are already purchased by the DST sponsor. Some of these investment real estate properties are pooled together in a portfolio. Some of the real estate investment property sectors include multifamily real estate, senior living center, student housing, public storage facilities, and hospitality real estate. These properties are already purchased by the largest DST sponsors in the United States. Some of the 1031 DST portfolios have leverage in them to help complete the 1031 exchange and replace debt that is considered boot in your transaction. These 1031 Exchange Investment Alternatives allow you to defer your capital gains tax, and receive passive monthly income. How much passive income can you expect to receive when looking into these 1031 Exchange Investment Alternatives and going into a Delaware Statutory Trust? We will explain some of the cash on cash yields you can expect to receive in your DST 1031 Exchange Investment Alternatives in the next paragraph. If you cannot find a replacement property in the 45 day identification period in compliance with the IRS, then we can help you in your transaction.  If you have questions about the DST 1031 Exchange Investment Alternatives, or questions about the DST 1031, please fill out the form below or call our office at 805-583-2720 and we will be happy to answer any questions that you have. If you would like to visit the Winthco Wealth Management office in person to review some available 1031 exchange investment options, you can do so at - 1871 Tapo St. Simi Valley California 93063.

DST Returns On Your 1031 Exchange Investment Alternatives - What Percentage Can You Expect?

You have made good money on your investment rental real estate property. You have managed it for a long time, and you are ready to enjoy your life, travel, and not have to worry about managing a rental property anymore. You might be paying a management company to manage your investment rental property, but it cuts into your bottom line profit. All these factors come into play when deciding if the DST 1031 Exchange Investment Alternatives are a good fit for you. If you answered yes to any of these questions, then the DST 1031 exchange is a good fit for you. The DST 1031 Exchange Investment Alternative provides you passive monthly income. This means that the total amount of proceeds that you receive from the sale of your rental property gets invested into the DST and you receive passive monthly income off that amount. These percentages of returns may not be as high as you were getting when you owned the physical real estate. However, the main purposed of the DST 1031 Exchange Investment Alternatives is to defer your capital gains tax. The passive monthly income is the icing on the cake that allows you to enjoy your time, freedom, and be less stressful. Now you can go travel, enjoy your freedom, and know that you will continue to receive income on a monthly basis. Not only do you get to receive passive monthly income with the DST 1031 Exchange Investment Alternatives, but you also get to participate in the appreciation of the investment properties that are held in the DST. Most of our clients think that the Delaware Statutory Trust 1031 Exchange Investment Alternatives are a great way to defer capital gains tax while receiving passive monthly income! We have helped a lot of our clients complete their DST 1031 Exchange Investment Alternatives transactions in a quick and timely manner. If you are ready to learn more about the 1031 Exchange Investment Alternatives of the DST, then please fill out the form below or call our office at 805-583-2720 and we will answer any questions you have right on the spot, no cost to you, totally FREE. We look forward to meeting you, and helping you out with your 1031 Exchange Investment Alternatives tool with the DST! 

*Disclosure:

This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers and registered investment advisors authorized to do so.

Additionally, we cannot offer any of our open offerings unless we have a pre-existing relationship with a customer.  Once we have obtained sufficient information to perform an evaluation of our new customers’ financial circumstances and sophistication in determining his or her status as an accredited investor, we would be able to discuss future offerings once they become available.


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1031 Exchange Investment Alternatives Team