1031 Exchange Investment Options When Selling

1. 1031 Exchange  Delaware Statutory Trust 
2. 721 Exchange  Upreit 
3. Qualified Opportunity Zone (QOZ)

If you are looking to sell a rental property, or in the process of selling your real estate investment, you are trying to find options to defer your capital gains tax utilizing a 1031 exchange. You may be at a point in your life where you do not want to manage a property anymore. Do you do not want to deal with the headache of being a landlord anymore. You have large capital gains, and you do not want to pay a huge capital gains tax bill. You are probably searching for 1031 Exchange Investment Options to defer your capital gains tax. There are some 1031 Exchange Investment Options that are out there where you can still defer your capital gains tax without having to manage a property anymore! There are not a lot of 1031 exchange investment options to choose from, and we have listed those above.  One of the 1031 Exchange Investment Options is the 1031 DST or Delaware Statutory Trust. If you have not heard of this 1031 Exchange Investment Option, then we will discuss what the 1031 DST (Delaware Statutory Trust) is, how it can benefit you, and basic information on the 1031 DST. If you already understand what a 1031 Delaware Statutory Trust is, and would like a free consultation, or have some questions answered, you can fill out the form below, or call our office directly - 805-583-2720 and one of our team members would be happy to answer them for you. If you would like to learn more about the 1031 Exchange Investment Options like a Delaware Statutory Trust, then keep reading to help get a better understanding of the 1031 Delaware Statutory Trust. If you are looking at all options when selling your rental property, you have options! You do not need to purchase another replacement property in your 1031 exchange. You can utilize other options like the 1031 exchange into a DST option to defer your capital gains tax. If you would like to visit the Winthco Wealth Management office in person to discuss your 1031 exchange alternatives, you can do so at - 1871 Tapo St. Simi Valley California 93063.

What 1031 Exchange Investment Options Are Out There? 1031 DST Is An Alternative

In the previous paragraph we identified that there are some 1031 Exchange Investment Options like the 1031 Delaware Statutory Trust. if you are unfamiliar with the 1031 exchange Delaware statutory trust, then we will go over the basics of the 1031 dst. If you would like to learn more about the 1031 dst after reading this article, you can always call our office directly - 805-583-2720- or fill out the form below and we will help answer any questions that you have. The 1031 Exchange Investment Options like the DST are designed to defer your capital gains tax, provide passive monthly income, and allows you to participate in the appreciation of the dst properties. The main purpose of the 1031 Exchange Investment Option of a DST is to defer the capital gains tax. The Delaware statutory trust works similar to a traditional 1031 exchange. You get to defer all of your capital gains tax with the 1031 Exchange Investment Options in a DST. With the 1031 exchange DST you are exchanging your rental property for a fractional ownership in a portfolio of real estate that has been purchased by a Delaware statutory trust company. In essence, you would own a piece of the real estate in the 1031 dst without having to manage the property, collect rent, pay expenses, pay the mortgage, and handle any repairs. The 1031 dst company is the master tenant and are responsible for all the above mentioned. With the 1031 Exchange Investment Options of a DST you will continue to receive passive monthly income as if you were still a landlord without all the headache of being a landlord. The 1031 DST provides passive monthly income in the range of 4-7% on an annualized basis. With the 1031 Exchange Investment Options of a DST, you also get to participate in the appreciation of the properties held in the Delaware statutory trust. Inland, the largest 1031 Delaware statutory trust company has seen an average of 9% appreciation of the properties held in their 1031 DST. Some Delaware statutory trust companies will see larger appreciation returns, and some will have negative appreciation returns. In the case of a positive appreciation on a property in the 1031 DST, you will receive your initial investment plus the appreciation returned back to you. Now what happens when the 1031 Delaware statutory trust properties are sold? Continue reading about the 1031 Exchange Investment Options of a DST on what options you have when the 1031 DST properties are sold. if you would like to learn more about some of the 1031 exchange investment alternatives besides another replacement property, please fill out a form below or call our office directly -0805-583-2720 to speak to a representative today! If you would like to visit the Winthco Wealth Management office in person to discuss your 1031 exchange investment options, you can do so at - 1871 Tapo St. Simi Valley California 93063.

Options When 1031 DST Properties Are Sold? 1031 Exchange Investment Options To Pay Down Your Tax

The average holding time of a 1031 Delaware statutory trust is 5-7 years with this 1031 Exchange Investment Option. What happens when the 1031 exchange DST properties are sold? Do I have to pay the capital gains tax? You have a lot of options in the 1031 Exchange Investment Options in a DST. If you are looking to defer your capital gains tax for life, you can do so in a 1031 DST. You can continue to 1031 exchange the DST properties into another Delaware statutory trust, or multiple DST portfolios. One benefit to this strategy in the 1031 Exchange Investment Option of a DST, is that you will never have to pay the capital gains tax. If you have beneficiaries named in your 1031 DST, they will get the step up in cost basis at the date of death. Your beneficiaries can cash out the 1031 DST and not have to pay capital gains tax. This is a great legacy tool for those looking to take care of their beneficiaries. One of the other options in the DST is to take the entire proceeds plus the appreciation of the 1031 DST. You will be subjected to pay the entire capital gains tax once you take constructive receipt of the funds. With the 1031 Exchange Investment Options of a DST, you can also 1031 exchange the DST proceeds into another physical piece of real estate when the DST properties are sold. If you would like to slowly pay the capital gains tax over the years with the benefit of the 1031 Exchange Investment Options of a DST you can do that as well. We would build you a diversified portfolio of 1031 DST properties. We would diversify your proceeds into as many 1031 DST portfolios that are available when you close escrow on your real estate. If there are 5 DST portfolios available, there could be 15-25 different properties in total within your portfolio. As each 1031 DST portfolio is sold, you can take a small portion in cash, and pay the capital gains tax. The rest of the funds would 10321 exchange into another DST portfolio of properties. This 1031 Exchange Investment Options strategy could allow you to pay a small amount of capital gains tax over an extended period of time. These 1031 Exchange Investment Options can really come in handy when you are looking to liquidate your real estate investment portfolio. If you have any questions after reading this 1031 Exchange Investment Options article, you can call our office directly - 805-583-2720 - or fill out the form below and we would be happy to answer any questions you have at no charge to you. If you would like to visit the Winthco Wealth Management office in person to speak in more detail about your 1031 exchange options, you can do so at - 1871 Tapo St. Simi Valley California 93063.

*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.